© 2009

Success with Microsoft Dynamics CRM 4.0

Implementing Customer Relationship Management

  • Authors

Table of contents

  1. Front Matter
    Pages i-xxi
  2. The Evolution of CRM and Microsoft Dynamics CRM

    1. Front Matter
      Pages 1-1
  3. Implementation Planning, Approach, and Guidelines

  4. Ensuring Long-Term Success with CRM

    1. Front Matter
      Pages 187-187
    2. Pages 189-209
  5. Back Matter
    Pages 235-241

About this book


Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project.

The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization.


Customer Relationship Management Microsoft Dynamics management marketing organization

About the authors

Aaron Yetter is a seasoned technology professional with extensive experience overseeing and implementing successful customer relationship management strategies and related business initiatives. His experience includes delivering customer-centric solutions for market leading companies across various industries, including healthcare, insurance, financial services, technology, and services. Aaron is a founder and principal of Altriva, a professional services firm based in Bellevue, Washington.

Bibliographic information