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Microsoft Dynamics CRM 2011 applications (MB2-868) certification guide : a practical guide on how to use and manage Microsoft Dynamics CRM 2011 that focuses on helping you to pass the Microsoft certification exam / / Danny Varghese
| Microsoft Dynamics CRM 2011 applications (MB2-868) certification guide : a practical guide on how to use and manage Microsoft Dynamics CRM 2011 that focuses on helping you to pass the Microsoft certification exam / / Danny Varghese |
| Autore | Varghese Danny |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, England, : Packt Publishing, c2013 |
| Descrizione fisica | 1 online resource (344 p.) |
| Disciplina | 658.812028553 |
| Soggetto topico |
Management information systems
Customer relations - Management - Data processing |
| ISBN | 1-84968-651-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgement; About the Reviewers; www.packtpub.com; Table of Contents; Preface; Chapter 1: Microsoft Dynamics CRM 2011 Overview; Introduction to CRM 2011; Sales module; Business scenarios; Marketing module; Business scenarios; Customer service module; Business scenarios; Microsoft Dynamics CRM 2011 training and certifications; Training courses and examination; For users; For implementers and administrators; For developers; Certifications; Microsoft Certified Technology Specialist (MCTS); Microsoft Certified IT Professional (MCITP)
Benefits of certificationExam MB2-868; How to study for the exam; Hands-on experience; How to register for your exam; Exam languages; Exam fees; Retaking the exam; What to expect at the test center; How to make the best use of your time; How to answer the questions; Summary; Chapter 2: Activities and Notes; Activities; Business scenario; Custom activities; Activity attributes; Common attributes; E-mail specific attributes; Phone call specific attributes; Letter specific attributes; Fax specific attributes; Appointment specific attributes; Creating activities; Completing activities Viewing activitiesViewing activities on a record; Activity roll-up; Activity views; E-mail templates; Creating e-mail templates; Direct e-mails using e-mail templates; Notes; Creating notes; Test your knowledge; Summary; Chapter 3: Managing Marketing Automation Applications - Marketing Lists and Campaigns; Introduction to marketing list core records; Creating and managing marketing lists; Creating static marketing lists; Business scenario; Managing members dialog box; Updating static marketing lists; Creating dynamic marketing lists; Business scenario Copying a dynamic marketing list to a static marketing listCopying marketing lists; Deleting and deactivating marketing lists; Dynamic versus static marketing lists; Creating and working with campaigns; Business scenario; Planning activities; Creating planning activities; Campaign activities; Creating campaign activities; Campaign responses; Targeted products; Adding targeted products; Sales literature; Adding sales literature; Target marketing lists; Adding marketing lists; Related campaigns; Adding related campaigns; Creating marketing campaigns; Campaign financial metrics Creating and working with quick campaignsCreating quick campaigns; Scope of a quick campaign; Managing campaigns; Distributing campaign activities; Campaign responses; Creating a campaign response manually; Converting an activity to a campaign response; Converting a campaign response; Closing a campaign response; Campaign templates; Campaigns versus quick campaigns; Reporting and analysis; Views; Charts; Advanced find; Creating an advanced find; Export to Excel; Dashboards; Marketing dashboard; Creating a personal dashboard; System reports; Running marketing reports; Report wizard Creating reports |
| Record Nr. | UNINA-9910813178203321 |
Varghese Danny
|
||
| Birmingham, England, : Packt Publishing, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide [[electronic resource] ] : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson
| Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide [[electronic resource] ] : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson |
| Autore | Benson Neil |
| Pubbl/distr/stampa | Birminghan, UK, : Packt Pub., 2012 |
| Descrizione fisica | 1 online resource (306 p.) |
| Disciplina | 658.812028553 |
| Collana | Professional expertise distilled |
| Soggetto topico | Customer relations - Management - Data processing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-283-96095-8
1-84968-581-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Microsoft Dynamics CRM 2011; Architecture of Microsoft Dynamics CRM 2011; Multi-tier architecture; Presentation tier; Application tier; Data tier; Supported and unsupported customization; Supported customizations; Unsupported customizations; Deployment options; On-premise deployment; Partner-hosted deployment; Online deployment; Deployment differences; Using an implementation methodology; Microsoft Dynamics Sure Step; Customization security roles; Summary
Chapter 2: Configuring the System SettingsConfiguring the system settings; How to configure the system settings; General; Calendar; Formats; Auditing; E-mail; Marketing; Customization; Outlook; Reporting; Goals; Understanding CRM for Outlook settings; CRM for Outlook settings; CRM System Settings; CRM for Outlook Personal Options; Exportable settings; System settings exported in a solution; System settings not exported in a solution; Additional settings exported in a solution; Auto-numbering; Relationship Roles; ISV Config; Summary; Test your knowledge Chapter 3: Configuring the Organization StructureThe organization structure; Planning the organization structure; Business units; The root business unit; Managing the business units; How to create a new business unit; How to rename a business unit; How to change a business unit's parent business unit; How to disable and enable a business unit; How to delete a business unit; Users; Introduction to user management; Importance of managing users; Authentication; Licensing; Creating and managing users; How to create a user; How to create multiple users; How to disable a user; How to enable a user How to reassign a user's records to another userHow to assign a security role to a user; How to assign a user to a team; Teams; Introduction to teams; Default business unit teams; Managing teams; How to create a team; How to add users to a team; How to remove users from a team; How to add teams to a user; How to assign a security role to a team; How to remove a security role from a team; How to share records with a team; How to unshare records with a team; How to delete a team; Security roles and privileges; Introduction to security roles; Standard security roles Business units and inherited security rolesApplying security roles to users and teams; How to create a custom security role; Introduction to security privileges; Entity-based security privileges; Task-based security privileges; Other security features; Field security profiles; Role-based forms; User interface customization; Summary; Test your knowledge; Chapter 4: Entity and Attribute Customization; Custom entities; Introduction to entities; Creating custom entities; Custom entity options; Custom entity privileges; Customizing entities; Customizing an entity from a grid or form Showing an entity's dependencies |
| Record Nr. | UNINA-9910462965603321 |
|
Benson Neil
|
||
| Birminghan, UK, : Packt Pub., 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide [[electronic resource] ] : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson
| Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide [[electronic resource] ] : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson |
| Autore | Benson Neil |
| Pubbl/distr/stampa | Birminghan, UK, : Packt Pub., 2012 |
| Descrizione fisica | 1 online resource (306 p.) |
| Disciplina | 658.812028553 |
| Collana | Professional expertise distilled |
| Soggetto topico | Customer relations - Management - Data processing |
| ISBN |
1-283-96095-8
1-84968-581-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Microsoft Dynamics CRM 2011; Architecture of Microsoft Dynamics CRM 2011; Multi-tier architecture; Presentation tier; Application tier; Data tier; Supported and unsupported customization; Supported customizations; Unsupported customizations; Deployment options; On-premise deployment; Partner-hosted deployment; Online deployment; Deployment differences; Using an implementation methodology; Microsoft Dynamics Sure Step; Customization security roles; Summary
Chapter 2: Configuring the System SettingsConfiguring the system settings; How to configure the system settings; General; Calendar; Formats; Auditing; E-mail; Marketing; Customization; Outlook; Reporting; Goals; Understanding CRM for Outlook settings; CRM for Outlook settings; CRM System Settings; CRM for Outlook Personal Options; Exportable settings; System settings exported in a solution; System settings not exported in a solution; Additional settings exported in a solution; Auto-numbering; Relationship Roles; ISV Config; Summary; Test your knowledge Chapter 3: Configuring the Organization StructureThe organization structure; Planning the organization structure; Business units; The root business unit; Managing the business units; How to create a new business unit; How to rename a business unit; How to change a business unit's parent business unit; How to disable and enable a business unit; How to delete a business unit; Users; Introduction to user management; Importance of managing users; Authentication; Licensing; Creating and managing users; How to create a user; How to create multiple users; How to disable a user; How to enable a user How to reassign a user's records to another userHow to assign a security role to a user; How to assign a user to a team; Teams; Introduction to teams; Default business unit teams; Managing teams; How to create a team; How to add users to a team; How to remove users from a team; How to add teams to a user; How to assign a security role to a team; How to remove a security role from a team; How to share records with a team; How to unshare records with a team; How to delete a team; Security roles and privileges; Introduction to security roles; Standard security roles Business units and inherited security rolesApplying security roles to users and teams; How to create a custom security role; Introduction to security privileges; Entity-based security privileges; Task-based security privileges; Other security features; Field security profiles; Role-based forms; User interface customization; Summary; Test your knowledge; Chapter 4: Entity and Attribute Customization; Custom entities; Introduction to entities; Creating custom entities; Custom entity options; Custom entity privileges; Customizing entities; Customizing an entity from a grid or form Showing an entity's dependencies |
| Record Nr. | UNINA-9910786439003321 |
|
Benson Neil
|
||
| Birminghan, UK, : Packt Pub., 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson
| Microsoft Dynamics CRM 2011 customization & configuration (MB2-866) certification guide : a practical guide to customizing and configuring Microsoft Dynamics CRM 2011 focused on helping you pass the certification exam / / Neil Benson |
| Autore | Benson Neil |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birminghan, UK, : Packt Pub., 2012 |
| Descrizione fisica | 1 online resource (306 p.) |
| Disciplina | 658.812028553 |
| Collana | Professional expertise distilled |
| Soggetto topico | Customer relations - Management - Data processing |
| ISBN |
1-283-96095-8
1-84968-581-9 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Microsoft Dynamics CRM 2011; Architecture of Microsoft Dynamics CRM 2011; Multi-tier architecture; Presentation tier; Application tier; Data tier; Supported and unsupported customization; Supported customizations; Unsupported customizations; Deployment options; On-premise deployment; Partner-hosted deployment; Online deployment; Deployment differences; Using an implementation methodology; Microsoft Dynamics Sure Step; Customization security roles; Summary
Chapter 2: Configuring the System SettingsConfiguring the system settings; How to configure the system settings; General; Calendar; Formats; Auditing; E-mail; Marketing; Customization; Outlook; Reporting; Goals; Understanding CRM for Outlook settings; CRM for Outlook settings; CRM System Settings; CRM for Outlook Personal Options; Exportable settings; System settings exported in a solution; System settings not exported in a solution; Additional settings exported in a solution; Auto-numbering; Relationship Roles; ISV Config; Summary; Test your knowledge Chapter 3: Configuring the Organization StructureThe organization structure; Planning the organization structure; Business units; The root business unit; Managing the business units; How to create a new business unit; How to rename a business unit; How to change a business unit's parent business unit; How to disable and enable a business unit; How to delete a business unit; Users; Introduction to user management; Importance of managing users; Authentication; Licensing; Creating and managing users; How to create a user; How to create multiple users; How to disable a user; How to enable a user How to reassign a user's records to another userHow to assign a security role to a user; How to assign a user to a team; Teams; Introduction to teams; Default business unit teams; Managing teams; How to create a team; How to add users to a team; How to remove users from a team; How to add teams to a user; How to assign a security role to a team; How to remove a security role from a team; How to share records with a team; How to unshare records with a team; How to delete a team; Security roles and privileges; Introduction to security roles; Standard security roles Business units and inherited security rolesApplying security roles to users and teams; How to create a custom security role; Introduction to security privileges; Entity-based security privileges; Task-based security privileges; Other security features; Field security profiles; Role-based forms; User interface customization; Summary; Test your knowledge; Chapter 4: Entity and Attribute Customization; Custom entities; Introduction to entities; Creating custom entities; Custom entity options; Custom entity privileges; Customizing entities; Customizing an entity from a grid or form Showing an entity's dependencies |
| Record Nr. | UNINA-9910826909703321 |
|
Benson Neil
|
||
| Birminghan, UK, : Packt Pub., 2012 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics Sure Step 2010 [[electronic resource] ] : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid
| Microsoft Dynamics Sure Step 2010 [[electronic resource] ] : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid |
| Autore | Shankar Chandru |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub. Ltd., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina |
650.0285
658.812028553 |
| Altri autori (Persone) | BellefroidVincent |
| Soggetto topico |
Customer relations - Management - Computer programs
Relationship marketing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-99126-4
9786612991264 1-84968-111-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; Acknowledgement; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Background and Concepts; The business solutions market; The importance of a methodology; Why it is critical to have a solid approach for selecting and deploying ERP/CRM solutions; What is Microsoft Dynamics Sure Step?; Microsoft Dynamics overview; What is a project?; Implementing the solution; ERP and CRM implementations-facts and figures; Summary; References; Chapter 2: Solution Selling and Driving Due Diligence
Driving value for the customer and the solution providerValue realization and measurement; What it means to be solution centric; Solution selling concepts; Solution selling-buyer's perspective; Building the trust; Building the vision; When to discuss feature/functionality or demo the solution; Staying aligned with the buyer; Vision processing-creation and reengineering; The Microsoft Solution Selling Process; Summary; References; Chapter 3: Managing Projects; About projects and project management; Myths and resistance; Is project management overhead? Is project management an obstacle to flexibility?Is project management unsalable?; Why project management?; The alternative; Using our own methodology; Why quality-driven companies prefer project management; The four pillars of project success; Communication matters; Rule number 1: Communication requires interaction; Rule number 2: E-mail does not equal project communication; Rule number 3: Be brief; Rule number 4: Set clear expectations; Proactive attitude makes the difference; Rule number 1: Look ahead and prevent; Rule number 2: Proactive power requires interaction Rule number 3: Measure for early warning signalsCreating a guiding project culture; The importance of closure; Project management essentials; The project lifecycle and phases; What is a phase?; Respect the phase-based approach; Project management processes; Break it up!; From estimate to follow up; The WBS as estimation instrument; Follow up based on WBS; The WBS as central concept; Project management adoption; The tireless quest for the perfect espresso; Embracing change; The indispensable organizational benefits; A core competency for your company; Profitable projects Satisfied customers and happy employeesSummary; References; Chapter 4: Selling with Sure Step; The Sure Step Diagnostic phase; The concept of Decision Accelerator (DA) Offerings; A repeatable process for the sales teams; Starting the discovery process with solution positioning; The first step to envisioning the future state; Identifying the right solution; Determining the infrastructure implications; Estimating the delivery costs, approach, plans, and roles; Reducing the risk perception; Estimating the Return on Investment (ROI); Developing the project charter; Closing the sales cycle Initiating the delivery cycle |
| Record Nr. | UNINA-9910458677803321 |
|
Shankar Chandru
|
||
| Olton, Birmingham, : Packt Pub. Ltd., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics Sure Step 2010 [[electronic resource] ] : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid
| Microsoft Dynamics Sure Step 2010 [[electronic resource] ] : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid |
| Autore | Shankar Chandru |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub. Ltd., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina |
650.0285
658.812028553 |
| Altri autori (Persone) | BellefroidVincent |
| Soggetto topico |
Customer relations - Management - Computer programs
Relationship marketing |
| ISBN |
1-282-99126-4
9786612991264 1-84968-111-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; Acknowledgement; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Background and Concepts; The business solutions market; The importance of a methodology; Why it is critical to have a solid approach for selecting and deploying ERP/CRM solutions; What is Microsoft Dynamics Sure Step?; Microsoft Dynamics overview; What is a project?; Implementing the solution; ERP and CRM implementations-facts and figures; Summary; References; Chapter 2: Solution Selling and Driving Due Diligence
Driving value for the customer and the solution providerValue realization and measurement; What it means to be solution centric; Solution selling concepts; Solution selling-buyer's perspective; Building the trust; Building the vision; When to discuss feature/functionality or demo the solution; Staying aligned with the buyer; Vision processing-creation and reengineering; The Microsoft Solution Selling Process; Summary; References; Chapter 3: Managing Projects; About projects and project management; Myths and resistance; Is project management overhead? Is project management an obstacle to flexibility?Is project management unsalable?; Why project management?; The alternative; Using our own methodology; Why quality-driven companies prefer project management; The four pillars of project success; Communication matters; Rule number 1: Communication requires interaction; Rule number 2: E-mail does not equal project communication; Rule number 3: Be brief; Rule number 4: Set clear expectations; Proactive attitude makes the difference; Rule number 1: Look ahead and prevent; Rule number 2: Proactive power requires interaction Rule number 3: Measure for early warning signalsCreating a guiding project culture; The importance of closure; Project management essentials; The project lifecycle and phases; What is a phase?; Respect the phase-based approach; Project management processes; Break it up!; From estimate to follow up; The WBS as estimation instrument; Follow up based on WBS; The WBS as central concept; Project management adoption; The tireless quest for the perfect espresso; Embracing change; The indispensable organizational benefits; A core competency for your company; Profitable projects Satisfied customers and happy employeesSummary; References; Chapter 4: Selling with Sure Step; The Sure Step Diagnostic phase; The concept of Decision Accelerator (DA) Offerings; A repeatable process for the sales teams; Starting the discovery process with solution positioning; The first step to envisioning the future state; Identifying the right solution; Determining the infrastructure implications; Estimating the delivery costs, approach, plans, and roles; Reducing the risk perception; Estimating the Return on Investment (ROI); Developing the project charter; Closing the sales cycle Initiating the delivery cycle |
| Record Nr. | UNINA-9910791453403321 |
|
Shankar Chandru
|
||
| Olton, Birmingham, : Packt Pub. Ltd., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics Sure Step 2010 : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid
| Microsoft Dynamics Sure Step 2010 : the smart guide to the successful delivery of Microsoft Dynamics business solutions / / Chandru Shankar, Vincent Bellefroid |
| Autore | Shankar Chandru |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Olton, Birmingham, : Packt Pub. Ltd., 2011 |
| Descrizione fisica | 1 online resource (360 p.) |
| Disciplina |
650.0285
658.812028553 |
| Altri autori (Persone) | BellefroidVincent |
| Soggetto topico |
Customer relations - Management - Computer programs
Relationship marketing |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-282-99126-4
9786612991264 1-84968-111-2 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; Foreword; About the Authors; Acknowledgement; Acknowledgement; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Background and Concepts; The business solutions market; The importance of a methodology; Why it is critical to have a solid approach for selecting and deploying ERP/CRM solutions; What is Microsoft Dynamics Sure Step?; Microsoft Dynamics overview; What is a project?; Implementing the solution; ERP and CRM implementations-facts and figures; Summary; References; Chapter 2: Solution Selling and Driving Due Diligence
Driving value for the customer and the solution providerValue realization and measurement; What it means to be solution centric; Solution selling concepts; Solution selling-buyer's perspective; Building the trust; Building the vision; When to discuss feature/functionality or demo the solution; Staying aligned with the buyer; Vision processing-creation and reengineering; The Microsoft Solution Selling Process; Summary; References; Chapter 3: Managing Projects; About projects and project management; Myths and resistance; Is project management overhead? Is project management an obstacle to flexibility?Is project management unsalable?; Why project management?; The alternative; Using our own methodology; Why quality-driven companies prefer project management; The four pillars of project success; Communication matters; Rule number 1: Communication requires interaction; Rule number 2: E-mail does not equal project communication; Rule number 3: Be brief; Rule number 4: Set clear expectations; Proactive attitude makes the difference; Rule number 1: Look ahead and prevent; Rule number 2: Proactive power requires interaction Rule number 3: Measure for early warning signalsCreating a guiding project culture; The importance of closure; Project management essentials; The project lifecycle and phases; What is a phase?; Respect the phase-based approach; Project management processes; Break it up!; From estimate to follow up; The WBS as estimation instrument; Follow up based on WBS; The WBS as central concept; Project management adoption; The tireless quest for the perfect espresso; Embracing change; The indispensable organizational benefits; A core competency for your company; Profitable projects Satisfied customers and happy employeesSummary; References; Chapter 4: Selling with Sure Step; The Sure Step Diagnostic phase; The concept of Decision Accelerator (DA) Offerings; A repeatable process for the sales teams; Starting the discovery process with solution positioning; The first step to envisioning the future state; Identifying the right solution; Determining the infrastructure implications; Estimating the delivery costs, approach, plans, and roles; Reducing the risk perception; Estimating the Return on Investment (ROI); Developing the project charter; Closing the sales cycle Initiating the delivery cycle |
| Record Nr. | UNINA-9910822368703321 |
|
Shankar Chandru
|
||
| Olton, Birmingham, : Packt Pub. Ltd., 2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Sage Act! 2011 [[electronic resource] ] : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager
| Sage Act! 2011 [[electronic resource] ] : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager |
| Autore | Fredericks Karen |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Enterprise Pub., c2011 |
| Descrizione fisica | 1 online resource (216 p.) |
| Disciplina |
650
658.812028553 |
| Altri autori (Persone) | LaudenslagerRoy |
| Soggetto topico | Time management - Computer programs |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-283-01296-0
9786613012968 1-84968-193-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Coyright; Credits; About the Authors; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Exploring the ACT! Reports; Introduction; Using the ACT! Reports menu; Using the Reports view; Running a Report from the Report view; Choosing a Report Output Option; Editing Reports in the Reports view; Keeping a list of Favorite Reports; Finding the default location of the ACT! Reports; Chapter 2: Filtering Data in Reports; Introduction; Filtering based on a contact field lookup; Filtering Contact reports; Filtering based on a contact activity lookup
Filtering Notes and History in reportsFiltering activities in reports; Filtering Groups reports; Filtering Company reports; Filtering Opportunity reports; Preset filters for most used option; Chapter 3: Creating a Quick Report; Introduction; Setting preferences for the quick reports; Selecting and organizing the columns for a Contact List Quick Report; Printing the Contact List Quick Report; Printing the History tab quick report; Printing the Contact Detail View Quick Report; Exporting the Opportunities List View to Excel; Chapter 4: Working with the Report Editor; Introduction Converting ACT! 6 custom reportsChoosing a template type and setting defaults; Adding fields to template and basic formatting; Naming field objects and individual field formatting; Positioning fields and labels; Adding a custom field and creating a basic script; Adding sections for sorting and grouping; Using sections for sub-totaling and totaling; Chapter 5: Subreports and Scripting Techniques; Introduction; Formatting a List Type report; Adding subreports to a report; Add fields to the secondary contacts subreport; Adding fields to the history subreport; Scripting basics by example Reverse engineering a set of complex scriptsChapter 6: Labels and Envelopes; Introduction; Editing a standard envelope; Adding a logo to an envelope; Creating a custom envelope; Creating an xx64 label template; Chapter 7: Working with the ACT! Dashboards; Introduction; Getting familiar with the Dashboard layouts; Accessing information from Dashboards; Copying Dashboard information to other products; Printing Dashboards; Making Dashboards the default startup preference; Chapter 8: Filtering Dashboards; Introduction; Filtering Contacts Dashboards; Filtering Activity Dashboards Filtering Opportunity DashboardsFiltering the Admin Dashboard; Changing the Dashboard Data; Chapter 9: Editing Existing Dashboards; Introduction; Cloning an existing Dashboard; Changing the Dashboard display type; Changing the Dashboard default filters; Changing the Dashboard headers and footers; Changing the Dashboard legends; Changing the Dashboard totals; Changing the Dashboard scales and limits; Setting a Dashboard target; Modifying the closed sales to date component; Changing the Dashboard data charts; Chapter 10: Working with the Dashboard Designer; Introduction Creating a new Dashboard |
| Record Nr. | UNINA-9910456951203321 |
|
Fredericks Karen
|
||
| Birmingham, UK, : Packt Enterprise Pub., c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Sage Act! 2011 [[electronic resource] ] : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager
| Sage Act! 2011 [[electronic resource] ] : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager |
| Autore | Fredericks Karen |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Enterprise Pub., c2011 |
| Descrizione fisica | 1 online resource (216 p.) |
| Disciplina |
650
658.812028553 |
| Altri autori (Persone) | LaudenslagerRoy |
| Collana | Quick Answers to Common Problems |
| Soggetto topico | Time management - Computer programs |
| ISBN |
1-283-01296-0
9786613012968 1-84968-193-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Coyright; Credits; About the Authors; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Exploring the ACT! Reports; Introduction; Using the ACT! Reports menu; Using the Reports view; Running a Report from the Report view; Choosing a Report Output Option; Editing Reports in the Reports view; Keeping a list of Favorite Reports; Finding the default location of the ACT! Reports; Chapter 2: Filtering Data in Reports; Introduction; Filtering based on a contact field lookup; Filtering Contact reports; Filtering based on a contact activity lookup
Filtering Notes and History in reportsFiltering activities in reports; Filtering Groups reports; Filtering Company reports; Filtering Opportunity reports; Preset filters for most used option; Chapter 3: Creating a Quick Report; Introduction; Setting preferences for the quick reports; Selecting and organizing the columns for a Contact List Quick Report; Printing the Contact List Quick Report; Printing the History tab quick report; Printing the Contact Detail View Quick Report; Exporting the Opportunities List View to Excel; Chapter 4: Working with the Report Editor; Introduction Converting ACT! 6 custom reportsChoosing a template type and setting defaults; Adding fields to template and basic formatting; Naming field objects and individual field formatting; Positioning fields and labels; Adding a custom field and creating a basic script; Adding sections for sorting and grouping; Using sections for sub-totaling and totaling; Chapter 5: Subreports and Scripting Techniques; Introduction; Formatting a List Type report; Adding subreports to a report; Add fields to the secondary contacts subreport; Adding fields to the history subreport; Scripting basics by example Reverse engineering a set of complex scriptsChapter 6: Labels and Envelopes; Introduction; Editing a standard envelope; Adding a logo to an envelope; Creating a custom envelope; Creating an xx64 label template; Chapter 7: Working with the ACT! Dashboards; Introduction; Getting familiar with the Dashboard layouts; Accessing information from Dashboards; Copying Dashboard information to other products; Printing Dashboards; Making Dashboards the default startup preference; Chapter 8: Filtering Dashboards; Introduction; Filtering Contacts Dashboards; Filtering Activity Dashboards Filtering Opportunity DashboardsFiltering the Admin Dashboard; Changing the Dashboard Data; Chapter 9: Editing Existing Dashboards; Introduction; Cloning an existing Dashboard; Changing the Dashboard display type; Changing the Dashboard default filters; Changing the Dashboard headers and footers; Changing the Dashboard legends; Changing the Dashboard totals; Changing the Dashboard scales and limits; Setting a Dashboard target; Modifying the closed sales to date component; Changing the Dashboard data charts; Chapter 10: Working with the Dashboard Designer; Introduction Creating a new Dashboard |
| Record Nr. | UNINA-9910781104903321 |
|
Fredericks Karen
|
||
| Birmingham, UK, : Packt Enterprise Pub., c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Sage Act! 2011 : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager
| Sage Act! 2011 : dashboard and report cookbook / / Karen Fredericks, Roy Laudenslager |
| Autore | Fredericks Karen |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt Enterprise Pub., c2011 |
| Descrizione fisica | 1 online resource (216 p.) |
| Disciplina |
650
658.812028553 |
| Altri autori (Persone) | LaudenslagerRoy |
| Collana | Quick Answers to Common Problems |
| Soggetto topico | Time management - Computer programs |
| ISBN |
1-283-01296-0
9786613012968 1-84968-193-7 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Coyright; Credits; About the Authors; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Exploring the ACT! Reports; Introduction; Using the ACT! Reports menu; Using the Reports view; Running a Report from the Report view; Choosing a Report Output Option; Editing Reports in the Reports view; Keeping a list of Favorite Reports; Finding the default location of the ACT! Reports; Chapter 2: Filtering Data in Reports; Introduction; Filtering based on a contact field lookup; Filtering Contact reports; Filtering based on a contact activity lookup
Filtering Notes and History in reportsFiltering activities in reports; Filtering Groups reports; Filtering Company reports; Filtering Opportunity reports; Preset filters for most used option; Chapter 3: Creating a Quick Report; Introduction; Setting preferences for the quick reports; Selecting and organizing the columns for a Contact List Quick Report; Printing the Contact List Quick Report; Printing the History tab quick report; Printing the Contact Detail View Quick Report; Exporting the Opportunities List View to Excel; Chapter 4: Working with the Report Editor; Introduction Converting ACT! 6 custom reportsChoosing a template type and setting defaults; Adding fields to template and basic formatting; Naming field objects and individual field formatting; Positioning fields and labels; Adding a custom field and creating a basic script; Adding sections for sorting and grouping; Using sections for sub-totaling and totaling; Chapter 5: Subreports and Scripting Techniques; Introduction; Formatting a List Type report; Adding subreports to a report; Add fields to the secondary contacts subreport; Adding fields to the history subreport; Scripting basics by example Reverse engineering a set of complex scriptsChapter 6: Labels and Envelopes; Introduction; Editing a standard envelope; Adding a logo to an envelope; Creating a custom envelope; Creating an xx64 label template; Chapter 7: Working with the ACT! Dashboards; Introduction; Getting familiar with the Dashboard layouts; Accessing information from Dashboards; Copying Dashboard information to other products; Printing Dashboards; Making Dashboards the default startup preference; Chapter 8: Filtering Dashboards; Introduction; Filtering Contacts Dashboards; Filtering Activity Dashboards Filtering Opportunity DashboardsFiltering the Admin Dashboard; Changing the Dashboard Data; Chapter 9: Editing Existing Dashboards; Introduction; Cloning an existing Dashboard; Changing the Dashboard display type; Changing the Dashboard default filters; Changing the Dashboard headers and footers; Changing the Dashboard legends; Changing the Dashboard totals; Changing the Dashboard scales and limits; Setting a Dashboard target; Modifying the closed sales to date component; Changing the Dashboard data charts; Chapter 10: Working with the Dashboard Designer; Introduction Creating a new Dashboard |
| Record Nr. | UNINA-9910827359803321 |
|
Fredericks Karen
|
||
| Birmingham, UK, : Packt Enterprise Pub., c2011 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
