Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Creating and managing products


Products in Microsoft Dynamics CRM 2011 can be defined as any goods or services that an organization might sell. These products can be tangible items, or they can be services that an organization may provide, such as consulting services.

Creating products

To create a product, perform the following steps:

  1. Start CRM, go to the Settings module, and under the Business section click on Product Catalog.

  2. On the Product Catalog page, click on Products.

  3. On the Products ribbon bar in the Records group, click on New.

  4. Enter the following required information:

    • ID: Product ID, which can be anything, including numbers and letters.

    • Name: A clear, concise name for the product.

    • Subject: Subjects can be used to help classify products, which can be helpful when reporting and searching. Subjects are explained in greater detail in Chapter 7, Managing Service Management Applications.

    • Unit Group

    • Default Unit

    • Decimal Supported: Number of decimals used in the cost of the product. Usually...