Using Microsoft Dynamics CRM

Configuring Microsoft Dynamics CRM 3.0

Before users can use Microsoft Dynamics CRM 3.0, the security roles for each employee who will use Microsoft Dynamics CRM 3.0, system-wide settings, products and price lists, competitors, support queues, subject hierarchy, and service scheduling sites and resources must be configured.

Import and secure data

•Import your Outlook contacts into Microsoft Dynamics CRM 3.0

Import Microsoft Outlook contacts into Microsoft Dynamics CRM 3.0 by using the Bulk Import Wizard.

•5 ways to import data

Don’t waste time re-entering data. Use the correct tool to automate data entry from spreadsheets, documents, and legacy databases.

•Save time when you import leads, contacts, and accounts

Speed the import process by using column headings in your source file that match the display labels used in Microsoft Dynamics CRM.

•Why can't I access some features or areas?

Are there Microsoft Dynamics CRM features or areas that you are unable to access? Find out how you can resolve this issue by assigning security roles.

•Stuck? Fix stubborn bulk import jobs that won't complete

If your bulk import job won’t budge, the problem may be caused by a Microsoft Dynamics CRM component that is not running or that is not configured correctly.

•Design considerations for business units

Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM 3.0.

Organize and synchronize data

•Next steps to configure Microsoft Dynamics CRM Server

Discover what next steps are necessary to get your Microsoft Dynamics CRM deployment ready for action.

•Organize your data with subject trees

Subject trees provide a hierarchical list of categories to organize the information in Microsoft Dynamics CRM. Sample subject trees can help you set your system up faster.

•2 ways to see combined account and order data

Create a query to combine data from two related record types, display that data in Microsoft Office Excel, and make it available as a report in Microsoft Dynamics CRM.

•Speed up data synchronization

Improve the speed of synchronization for Microsoft Dynamics CRM client for Outlook with these tips.

Product catalog and price lists

•Put strategy behind product pricing

Calculate the right prices by using smart pricing strategies for your products.

•Set up simple pricing

Set up a simple pricing scenario that uses a single product at a single price by using Microsoft Dynamics CRM 3.0.

•Reward your customers with quantity discounts

Build a quantity discount price list by using the product catalog in Microsoft Dynamics CRM 3.0.

•Create a price list to use for a sales promotion

Use the product catalog in Microsoft Dynamics CRM 3.0 to set up a price list for a promotion.

•Build price lists for multiple customer segments

Build multiple price lists that are based on customer segments by using the product catalog in Microsoft Dynamics CRM 3.0.

•Create a price list to use for a free sample

Create a product that includes a 100 percent discount. This product can be used to send free product samples to existing and prospective customers.

Related links

•Using Microsoft Dynamics CRM
•Customizing Microsoft Dynamics CRM 3.0
•Microsoft Dynamics CRM community
•MSDN Code Gallery

Product documentation downloads

•Microsoft Dynamics CRM 3.0 Help

View a standalone version of Help or install the latest updates with corrections and new content based on customer feedback.

•Microsoft Dynamics CRM 3.0 Implementation Guide

View the information required to successfully implement Microsoft Dynamics CRM in your business.

•Microsoft Dynamics CRM 3.0 Implementation Guide planning tools

Identify business processes to automate, and collect configuration data and customization requirements.

•Microsoft Dynamics CRM 3.0 SDK

Customize and extend Microsoft Dynamics CRM 3.0.