In this part ...
In Part II, you discover how to make the software fit you and your organization. You read about personalizing the system around your work habits and schedule. You find out about security and access rights, territories, roles, and business units.
If your organization is divided into departments (that is, business units), you find out how to emulate that structure in CRM. We discuss territories, which are usually the province of the sales manager, in this part as well.
If you're going to do quotes in CRM, setting up a product catalog is almost a necessity; you find that information in this part also.
Because workflow is a key component to automating the system around your company's business processes, Chapter 9 discusses designing and then implementing workflow.
With Microsoft CRM, you can use built-in reports or create your own. In Chapter 10, you find out how to run those reports and how to develop template documents.
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