This book has been designed to lead you step by step through all the tasks you are most likely to want to perform in Microsoft Dynamics CRM 4.0. If you start at the beginning and work your way through all the exercises, you will gain enough proficiency to be able to create and work with all of the common modules and functionality of Microsoft Dynamics CRM 4.0. However, each topic is self contained. If you have worked with a previous version of Microsoft Dynamics CRM, or if you completed all the exercises and later need help remembering how to perform a procedure, the following features of this book will help you locate specific information:
Detailed table of contents. Scan a listing of the book’s topics and sidebars within each chapter.
Chapter thumb tabs. Easily locate the beginning of the chapter you want.
Topic-specific running heads. Within a chapter, quickly locate the topic you want by looking at the running head of odd-numbered pages.
Detailed index. Look up specific tasks and features and general concepts in the index, which has been carefully crafted with the reader in mind.
Companion CD. Install the practice files you use while working through the step-by-step exercises, and browse a fully searchable electronic version of this book and other useful resources.
In addition, we provide a glossary of terms for those times when you need to look up the meaning of a word or the definition of a concept.
You can save time when you use this book by understanding how the Step by Step series shows special instructions, keys to press, buttons to click, and other functionality.
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