Datasheet

Microsoft Dynamics CRM 4 For Dummies
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Chapter 28: Ten Ways to Get Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .355
Using Microsoft CRM’s Built-in Help..........................................................356
Reading the Blog ..........................................................................................357
Accessing the Resource Center..................................................................357
Getting the Straight Story from Newsgroups or Forums ........................358
Finding an Expert .........................................................................................361
Using Technical Sites for Developers ........................................................362
Investing in Training ....................................................................................362
Selecting Microsoft Packaged Service and Support ................................363
Getting in Touch with Us.............................................................................364
Accessing General CRM Resources Online...............................................364
Appendix A: Converting to Microsoft CRM . . . . . . . . . . . . . . . . . . . . . .365
Developing a Process for the Conversion.................................................366
Evaluating the Current System...................................................................366
Defining Expectations..................................................................................367
A Word on Reports.......................................................................................368
Designing the System...................................................................................369
Implementing the Design ............................................................................370
Testing the System.......................................................................................370
Cleaning the Data .........................................................................................370
Migrating the Data........................................................................................371
Training the Staff..........................................................................................372
Appendix B: Managing Your Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . .373
Tips for Creating Duplicate Detection Rules ............................................373
To Dot or Not to Dot, That Is the Question...............................................374
Defining Duplicate Detection Rules ...........................................................375
Creating a Duplicate Detection Rule..........................................................376
Editing a Duplicate Detection Rule ............................................................378
Putting the Rule to Work .............................................................................379
Importing and Exporting.............................................................................380
Creating data maps ............................................................................381
Editing data maps...............................................................................384
Importing records ..............................................................................384
Exporting and re-importing data......................................................386
Index........................................................................389
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