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

Summary


Microsoft Dynamics CRM 2011 integrates with Microsoft Outlook to provide the same functionality as the web client. There are a few major differences between the CRM web client and the CRM Outlook client. When appointments and tasks are synchronized with CRM, the Outlook client can set up reminders for them. Another difference between the CRM web and Outlook clients is that users can create personalized views and apply conditional formatting rules in Outlook.

The CRM Outlook client also gives users the ability to work with offline. For this functionality, data is stored on a user's local machine in a SQL Server Express database (created during installation of the CRM Outlook client add-in). When a user goes back online, data can be synchronized. Various rules apply when data is synchronized to and from the CRM database. When changes are made both in the CRM Outlook client and in the CRM web client on the same fields in the same record, the changes made last gets applied during synchronization...