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

Managing queues and teams


Queues and teams provide a way of managing work for various individuals across organizations. While they can be used in most places in Dynamics CRM, they're mentioned more often in connection with the service module.

Business scenarios

Race2Win Insurance Company has a business dedicated to the support of its clients. In order to service their clients effectively, Race2Win has employed the use of the Microsoft Dynamics CRM service module. With Dynamics CRM, they can open up cases for any issues a customer may have. To help resolve the case effectively, they have various business rules around routing cases to different departments to be worked on. The organization has various teams to handle a case based on the type of case opened. Let's say a case has been opened because of a billing question. Using the power of Dynamics CRM workflows, as soon as a case is created with a type Billing, the case is routed or assigned to the billing queue. From there, folks in the billing...