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

Activities


Activities are a way for an organization to track interactions both with users in their own company and with their customers. An example of a type of activity is a manager creating a task for someone on their team to set up an appointment for the rest of the team. The appointment itself can also be an activity that is tracked in CRM. Another example is when a salesperson makes a phone call to a customer: they can track the content of the conversation and duration in CRM.

Business scenarios

Race2Win Insurance Company sells insurance products all over the world. They recently launched a campaign around new products they'll be offering in the upcoming year. One of their best customers responded to the campaign, expressing interest. The marketing team creates a campaign response activity to record the interest expressed. They then pass on this information to the salesperson managing this account.

The salesperson assigned to the account starts the selling process and can use CRM activities...