A guide to Microsoft CRM covers such topics as working with accounts and contacts, using Outlook, working with quotes, using marketing lists, tracking service requests, detecting duplicate records, and importing data.
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Mike Snyder and Jim Steger are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.
Jim Steger and Mike Snyder are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.
Mike Snyder is recognized as an industry-leading CRM expert. He is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft CRM implementations. Microsoft twice awarded Sonoma Partners the Global Microsoft CRM Partner of the Year. Jim Steger has architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He’s been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. He acted as a technical reviewer for several of the Microsoft CRM certification exams. Jim is also a cofounder and principal of Sonoma Partners.
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