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2016

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CRM

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5.

65

CRM 2016.

, .
, , .
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. - Microsoft Dynamics CRM.
Sonoma Partners, 3. Sonoma Partners ,
.
1. (Accounts) Sonoma
Partners.
2. (Opportunities).
3. + . .
4. (Topic) Sonoma Partners Sample Opportunity (
Sonoma Partners).
5. (Est. Revenue) 50 000,00.
6. (Est. Close Date) 31.12.2015.

7. (Save).

66

RM 2016.

CRM 2016.



. ,
, , , , . ,
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, (Opportunities closing next month);

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(Sales Performance).

(Top Customers).

(Sales Leaderboard).

(Deals Won vs. Deals Lost).

(Sales Pipeline).

(Lead Source Effectiveness).

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, Excel.

5.

67

CRM 2016.

(Sales Activity),
(Sales Pipeline).
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, ,
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2.
(Sales Activity Dashboard). , .

3. (Sales),
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4. , ,
.
5. , , (Sales Pipeline).

68

RM 2016.

CRM 2016.

CRM . , , ,
(Opportunities).
6. , , ( Open Opportunities).


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69

CRM 2016.

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.
1. Sonoma Partners Sample Opportunity.
2. (Close as Won).

70

RM 2016.

CRM 2016.

3. (Close Opportunity)
(Won). CRM (Actual Revenue) (Est. Revenue)
. .
4. OK. CRM (Won).
. , ,

(Close As Lost).


, , . , .

. , ,
.
.

5.

71

CRM 2016.

. - Microsoft Dynamics CRM.


Sonoma Partners Sample Opportunity,
.
1. (Opportunities).
2. (Closed Opportunities).
3. Sonoma Partners Sample Opportunity , .
,
.
4. (Reopen
Opportunity).
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. (Convert Activity) , .
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1. > (Sales>Activities).
2. (E-Mail) , .
3. (E-Mail Subject) Sample Lead Conversion ( ).
4. (Save).
5. > (Convert > Convert
E-Mail to Lead).

72

RM 2016.

CRM 2016.

6. (Convert
E-Mail Lead). : ,
. ,
. .
7. (First Name) Jim.
8. (Last Name) Steger.
9. (Company) Sonoma Partners.
10. (E-mail Address) someone@example.com.
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5.

73

CRM 2016.

, . , ,
.

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74

RM 2016.

CRM 2016.

6.

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75

CRM 2016.

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1. (Marketing) (Marketing Lists).

76

RM 2016.

CRM 2016.

2. (New). .
3. (Name) (All mens contacts). (Member Type) (Contact). (Type) (Static).
4. (Save and Close).


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CRM . , , , (Advanced Find) CRM.

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Find). , , . -

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77

CRM 2016.

. ,
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. - Microsoft Dynamics CRM.
(Marketing
Manager) .
1. (Marketing) (Marketing Lists).
2. ,
.
3. (Marketing
List Members). (Manage Members),
.
. (Manage Members), ,
. , .
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(Use Lookup to add members).

78

RM 2016.

CRM 2016.

5. , (Manage
Members).
6. (Look Up Records).
7. (Look Up Records) (Look for) , . (Add),
(Selected records).

- , , , ,
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2. ,
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3. (Marketing
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4. (Manage Members), .
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(Use Advanced Find to add members).
6. OK. (Add Members)
, .

6.

79

CRM 2016.

. (
, , ) , , .
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7. (Find). , , , .
, (Add all the members returned by
the search to the marketing list).
8. (Add Marketing List), , .



, , ,
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.

80

RM 2016.

CRM 2016.


, .
. . . ,
. - Microsoft Dynamics CRM.
(Marketing
Manager) .
1. (Marketing) (Marketing Lists).
2. ,
.
3. (Manage Members), .
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, 1: (Addressl :City) .

6. (Find), .

6.

81

CRM 2016.

. , ,
.
, (Remove From Marketing List)

7. , .
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8. (Remove from Marketing List),
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2. ,
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3. (Marketing
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4. (Manage Members), .
5. (Manage Members)
(Use Advanced Find to evaluate members).
6. OK.
(Evaluate Members and Update Marketing List) , .

82

RM 2016.

CRM 2016.

7. (Find), .
8. , .
,
(Keep all the members returned by the search in the marketing list).
9. (Update Marketing List), , ,
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, ,
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(Remove From Marketing List).
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. - Microsoft Dynamics CRM.
(Marketing
Manager) .

6.

83

CRM 2016.

1. (Marketing) (Marketing Lists).


2. ,

3. , , .
4. .

5. .
(Remove Members) ,
.


Microsoft Dynamics CRM , . , , .
,
. , : , ; , . .

84

RM 2016.

CRM 2016.

.
. - Microsoft Dynamics CRM.
(Marketing
Manager) .
1. (Marketing) (Marketing Lists).
2. (New).
3. (Name) (). (Member ) (Contact), ()
(Dynamic).
4. (Manage Members).
(Manage Members), , .
5. (Manage Members)
, .

6.

85

CRM 2016.

6. (Find), .
7. (Use Query),
.
(Marketing List Members) .


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4. (Actions) (Add to Another Marketing List).

86

RM 2016.

CRM 2016.

5. (Look Up Record) (Lookfor)


(Marketing List),
.
(Look Up Record) (New),
.
. CRM ,
.
6. : (New Marketing list) (Name)
. (Member ) (Contact).
() (Static).
7. (Save and Close),
.
(Look Up Record).
8. ,
.

6.

87

CRM 2016.


Microsoft Dynamics CRM
, . , ,
, ,
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.
. - Microsoft Dynamics CRM.
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Manager) .
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.
3. , ,
.
4. , .
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. (Create Opportunities)
. (Qualify), (Create
Opportunities) .
6.
(Create Opportunity for Marketing List Members) .
7. (Create),
.
. , ,
(Create Opportunity for
Marketing List Members), . (Potential Customer)
, .

88

RM 2016.

CRM 2016.


Word,
.
,
, ,
Microsoft Dynamics CRM .
.
. Reconnect With Contacts
( ) Microsoft Word, Microsoft Dynamics CRM. , ,
(Settings) (Templates), (Mail Merge Templates).
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With Contacts. , .
. - Microsoft Dynamics CRM.
(Marketing
Manager) .
1. (Marketing) (Marketing Lists).
2. ,
.
3. (Add),
(Mail Merge On List Members).
4. Microsoft Dynamics CRM Microsoft
Office Word (Microsoft Dynamics CRM Mail Merge for Microsoft Office Word)
(Letter).
(Organization mail merge template) .
5. (Look Up Records) (Reconnect with Contacts).

6.

89

CRM 2016.

. CRM .
.
6. Microsoft Dynamics CRM Microsoft Office
Word (Microsoft Dynamics CRM Mail Merge for Microsoft Office Word) .
7. (File Download) (Open),
Word.
(Save), .
. ,
Word 2010, Word 2013 Word 2016 Microsoft Dynamics CRM Outlook. CRM
(Add-Ins) , Microsoft Dynamics CRM Outlook.
8. Word (Add-ins), CRM.
9. (Mail Merge Recipients). . , .

90

RM 2016.

CRM 2016.

10. . ,
(Next: Preview your letters)
(Mail Merge)
11.
. (Next: Complete
the merge).
12.
.

,
- . , , , , ,
. .

Microsoft Dynamics CRM , .

6.

91

CRM 2016.

, , . , , .

, .

Microsoft Dynamics CRM .


(Copy Static).

, (Advanced Find).

, .

92

RM 2016.

CRM 2016.

7.


:

.
.
Microsoft Dynamics CRM
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7.

93

CRM 2016.

-;

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, , .


- Microsoft Dynamics
CRM . , , . , ,
.
Microsoft
Dynamics CRM.

(Name)
(Status Reason)

(Campaign
Code)
(Campaign
)

(Expected Response)

(Total Cost of
Campaign Activities)

(Miscellaneous Costs)

(Total Cost of Campaign)

94


. : (Proposed), (Ready
Launch), (Launched), (Completed), (Canceled) (Suspended)

, :
(Advertisement), (Direct Marketing),
(Event) (Cobranding).
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Microsoft Dynamics CRM



RM 2016.

CRM 2016.

, .
. - Microsoft Dynamics CRM.
1. (Marketing) (Campaigns).

2. (New).
: (New Campaign).
3. (Name) .
(Status Reason), (Campaign )
(Expected Response). , (Offer) .
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4. (Save), .


,
. :

7.

95

CRM 2016.

Microsoft Dynamics CRM . CRM,


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-.
.
. - Microsoft Dynamics CRM.
1. (Marketing) (Campaigns).
2. , .
3. (Actions) (Add Task).
4. (Subject) . (Due) , . (Priority)
(Normal).

5. , .
. . 4.

96

RM 2016.

CRM 2016.


, Microsoft Dynamics CRM,
.
, .
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.
. - Microsoft Dynamics CRM.
, 6.
, , .
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2. , .
3. (Target
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4. (Add Existing Marketing List).
5. (Look Up Records). (Look For) (Marketing List).
6. (), 6,
. , (Add).

7.

97

CRM 2016.

. (New) (Look Up Records). (Properties) .


. .
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7. , , .
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9. ,
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. , ,
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98

RM 2016.

CRM 2016.

. (Product
Catalog) Microsoft Dynamics CRM, (Settings).
.
,
. , , . (Sales Literature)
CRM .
.
. - Microsoft Dynamics CRM.
.
1. (Marketing) (Campaigns).
2. , .
3. (Target Products).

4.
(Add Existing Product).
5. , ,
.

7.

99

CRM 2016.

6. (Target Products),
.
7. (Literature).
8. (Add Existing Sales Literature).
(New),
.
9. (Title) (Subject) . () (Price Sheets).

10. (Save and Close).


(Look Up Records). (Selected Records).
11. ,
.

100

RM 2016.

CRM 2016.



. ,
. :
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. Microsoft Dynamics CRM
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. - Microsoft Dynamics CRM.
1. (Marketing) (Campaigns).
2. , .
3. (Related Campaigns).

7.

101

CRM 2016.

4. (Create New Campaign),


.
5. : (New Campaign) (Name) Office 365!.
6. (Save and Close), .
7. (Look Up Records), !
, .
(Related Campaigns) .


, . . Microsoft
Dynamics CRM ,
.
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. Microsoft Dynamics CRM , .
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. - Microsoft Dynamics R.
1. (Marketing) (Campaigns).
2. (New Template), : (New Campaign [Template]).
3. (Name) : .
4. (Save).


,
Microsoft Dynamics R . . CRM :
(Copy As Campaign) (Copy As Template)
.
, , , .
(Copy As Campaign) (Copy As
Template) ,

102

RM 2016.

CRM 2016.

. .
(Copy As Campaign)
. (Copy As Template) , .


( As Template)
,

, , (Copy As Campaign)
,

(Copy As Campaign),


(Copy As Template),

, .
. - Microsoft Dynamics CRM.
1. (Marketing) (Campaigns).
2. : , ,
3. (Copy as Campaign).
, .
. R . (
), .


, Microsoft Dynamics CRM . - (, )
,
. R , , ,
.

7.

103

CRM 2016.


.
. - Microsoft Dynamics CRM.
.
1. (Marketing) (Leads).
2. . , , [Ctrl].
3. (Quick Campaign).
4. (For Selected Records).
(Create Quick Campaign Wizard).
5. , . (Next), .
6. . (Name)
, (Next).
7. , .
.
(Activity ) (Phone Call) (Assign these
activities to) (Me).

104

RM 2016.

CRM 2016.

8. (Next). , . (Phone Call),


. (Subject) (Description)
.

, , , , - .

, .


, , .

7.

105

CRM 2016.

8.


:

Microsoft Dynamics CRM .


. Microsoft Dynamics CRM
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. , .


:
. Microsoft Dynamics CRM
.
.

106

RM 2016.

CRM 2016.

. - Microsoft Dynamics CRM.


, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Campaign Activities).

4. +, .
(Campaign Activity). (Owner) , (Parent Campaign) , () (Research).
5. (Subject) .
6. (Channel) (E-mail).
, .
(E-mail), .

8.

107

CRM 2016.

7. (Save and Close),


.
8. +.
9. : (New Campaign Activity) (Subject)
.

108

RM 2016.

CRM 2016.

10. (Channel) (Phone).


11. (Save and Close).
. Microsoft
Dynamics CRM. (Other),
, .
, (Other), .
. . (Letter), (Fax) (E-mail) Microsoft Dynamics CRM. Word,
6.


7 . , , ,
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,

8.

109

CRM 2016.

.
. ,
.
, , .
.
. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Target Marketing Lists) .
+ . (Look Up Records).

110

RM 2016.

CRM 2016.

4. (Select), (Add).
5. (Add),
.
6. (Campaign Activities) .
7. .
8. (Target Marketing Lists) +.
9. , ,
.
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, (Remove) .


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. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Campaign Activities) .
4. .

8.

111

CRM 2016.

5. .
6.
(Offer) . . (Distribute).

112

RM 2016.

CRM 2016.

. , : , , , . ,

.
7. (Distribute).
8.
(New Product Introduction Follow-Up Phone Call).
. , .
9.
(Distribute Campaign Activity).
(New Phone Calls).

10. , ,
.
11. (Distribute).

8.

113

CRM 2016.


(Distribute Phone Calls Target Marketing Lists).
12. (Phone Calls Owner) (The owners of the records in the
target marketing lists) .
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. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Campaign Responses).
4. + (Add New Campaign Response).
(Campaign Response).
, , .

114

RM 2016.

CRM 2016.

5. , ,
(Save).


,
(Originating Activity) . CRM , , , .
, .
.
. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Campaign Activities).
4. .
5. (Activities).

8.

115

CRM 2016.

6. (Phone Calls Created).


7. .
8. (Convert Activity)
(Promote to Response).

116

RM 2016.

CRM 2016.

9. (Campaign Response). , .
10. , (Save).


, , ,
. Microsoft Dynamics CRM
, .

(Create new
lead)

(Convert existing lead)

(Create new record for a customer)

, .
.
.
, . , .

.
. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Campaign Responses) .
, .

8.

117

CRM 2016.

4. .
5.
(Convert Campaign Response).
6. (Close And
Convert The Response).

118

RM 2016.

CRM 2016.

7. (Create New Lead)


.
, , (Topic) .
. . , ,
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, (Completed) (Canceled).



. , , ,
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8.

119

CRM 2016.

Dynamics CRM ,
.

.
. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .
3. (Data)
(Run Report) (Campaign
Performance).

(Campaign Performance). , , , , , , ,
.

120

RM 2016.

CRM 2016.

.
. , .

.
. (Campaign Performance).


,
. (Campaign Activity Status).

(Campaign Activity Status).
. - Microsoft Dynamics CRM.
, 7.
, .
1. (Marketing) (Campaigns).
2. .

8.

121

CRM 2016.

3. (Campaign Activities) .
4. .
5. (Run Report) (Campaign Activity Status).
(Campaign Activity Status). ,
, .

. .

,
.

. .

, .

122

RM 2016.

CRM 2016.

.
, , .

Microsoft Dynamics
CRM: , , , , .

Microsoft Dynamics CRM , . (Campaign Performance)


(Campaign Activity Status).

8.

123

CRM 2016.

9.

CRM- . , Microsoft Dynamics CRM , (), . ,


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Microsoft Dynamics CRM (cases). , .
, , ,
, ,
.

124

RM 2016.

CRM 2016.


, ,
.
, Microsoft Dynamics
CRM.
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CRM. , ,
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CRM. , .


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Dynamics CRM, . , .

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. , .
. Microsoft Dynamics CRM , . - Microsoft
Dynamics CRM.
1. (Service) (Cases), .
2. (Cases) (New case),
.
3. (Title) .
4. (Customer) .
5. (Subject) .

9.

125

CRM 2016.

6. (Case Origin) (Phone), , .


7. (Save), .

. CRM .
(Administration) (Settings). (), , , -01028-R8R5D3.
1. (Assign), .
2. (Assign to Team or User)
(Assign to
another user or team) .

126

RM 2016.

CRM 2016.

3. (Assign), .


, , ,
CRM.
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.

9.

127

CRM 2016.

(Business
Management) (Settings) Microsoft Dynamics CRM.
, , .
CRM .



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. . 4.
. - Microsoft Dynamics CRM.
, . .
1. (Activities).
2. (Add Task). (Subject) .
3. (Due) , .
4. , .

128

RM 2016.

CRM 2016.


,
.
,
(Resolved),
CRM, .
, . , , ,
, .
, .
. - Microsoft Dynamics CRM.
, .
.
1. (Resolve Case).

9.

129

CRM 2016.

. , . , (Completed) (Canceled).

2. (Resolve Case) ( ?)
(Resolution)
(Billable Time) 15 ..
. CRM
(Resolved) (Problem Solved).
(Resolution ) (Resolve Case). CRM
. .

130

RM 2016.

CRM 2016.

3. (Resolve),
(Resolved).
. CRM
(Case Resolution) .
4. (Closed
Activities), .

9.

131

CRM 2016.

(Case Resolution).
, , , .


, .
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.
.
, . ,
, .
, ,
, . Microsoft Dynamics CRM ,
. , ;
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(Canceled), .
. - Microsoft Dynamics CRM.
1. (Service) (Cases),
(Cases) (New case), .
2. : (New Case)
.

(Title)
(Customer)
(Subject)


Sonoma Partners
(Default Subject)

3. (Save), .

132

RM 2016.

CRM 2016.

4. (Cancel Case).
5. (Case Cancel Confirmation) , (Accept),
.
6. (Canceled), .
7. (Reactivate).
8. (Reactivate the
Selected Case) , .
(Active), .

9.

133

CRM 2016.

Microsoft Dynamics CRM ,


.

,
.

Microsoft Dynamics CRM ,


(Subject). .

,
. ( ) ( , . .).

, . (Resolve Case).

, .

,
(Resolved) (Canceled). (Resolved)
(Canceled) ,
, , .

134

RM 2016.

CRM 2016.

10.

Dynamics CRM
:

Dynamics CRM Excel ;

-;

, Microsoft Dynamics CRM.


, ,
, .
CRM- ,
Microsoft Dynamics CRM 2013 . ,
, .

Excel

CRM , - . Microsoft
Dynamics CRM .
Excel.
, Microsoft Office Excel Online.
! Excel Microsoft Dynamics CRM On-line. On-Premise ( CRM ) .
. Microsoft Dynamics CRM , . - Microsoft
Dynamics CRM.

10. Dynamics CRM

135

CRM 2016.

1. (Sales) , , (Contacts),
.
2. Excel (Export to Excel),
Excel Online (Open in Excel Online).
Excel Online CRM, Microsoft Dynamics CRM

, Excel, , , ,
. ., .
3. (Name) 6 .
4. (Save changes) .
! , ,
. 10-60 .


. .
, , .

136

RM 2016.

CRM 2016.

, .
().
. Microsoft Dynamics CRM
.
. - Microsoft Dynamics CRM.
1. (Sales) , , (Accounts), .
2. ()
(Parent account) ().

.
3. ()
(Parent account) ().
.
4. . , , .
5. ().
.

10. Dynamics CRM

137

CRM 2016.

, , .


, , ,
. , , , , . .
Microsoft Dynamics CRM . :

(, , . .),

138

RM 2016.

CRM 2016.

. - Microsoft Dynamics CRM.


1. Microsoft Dynamics CRM CRM
[Enter].
. CRM, , .

2. , .
3. (), .

-
Microsoft Dynamics CRM ,
. , CRM , ,
.
-, .
. ,
- - .
. - Microsoft Dynamics CRM.
1. (Products) (Sales).
2. (Add product).

10. Dynamics CRM

139

CRM 2016.

3. Microsoft Dynamics Marketing.


.
. 2. - CRM ().
4. +.
CRM Online: (),
, . .

5. .
6. , -, -, , .

140

RM 2016.

CRM 2016.


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