I got a lot of questions about marketing lists and services and had some difficult questions about importing leads and reopening cases. The document discusses that CRM 4.0 does not have drag-and-drop functionality, each marketing list can only contain one type of record, relationship roles are useful for non-straightforward relationships, and questions may involve which CRM records synchronize with Outlook and how the service scheduler handles conflicts.
I got a lot of questions about marketing lists and services and had some difficult questions about importing leads and reopening cases. The document discusses that CRM 4.0 does not have drag-and-drop functionality, each marketing list can only contain one type of record, relationship roles are useful for non-straightforward relationships, and questions may involve which CRM records synchronize with Outlook and how the service scheduler handles conflicts.
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I got a lot of questions about marketing lists and services and had some difficult questions about importing leads and reopening cases. The document discusses that CRM 4.0 does not have drag-and-drop functionality, each marketing list can only contain one type of record, relationship roles are useful for non-straightforward relationships, and questions may involve which CRM records synchronize with Outlook and how the service scheduler handles conflicts.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online from Scribd
I got a lot of questions about marketinglists and services.
I also had some difficult questions about importing leads and reopening cases.
find out how you can register contact data for bill-to and ship-to adresses on a sales order
There is no drag-and-drop functionality in CRM 4.0. That would be a nice feature to
add to the future CRM 5.0, though! Each single Marketing List can only contain one type of record/entity. So if you’re planning a Marketing Campaign that will include Accounts, Contacts and Leads, you will need to add at least three separate Marketing Lists to the Marketing Campaign. Relationship Roles in CRM 4.0 are very useful for defining relationships that are not so cut-and-dried. You’ll probably see Relationship Roles come up a few times in the exam. Ask yourself what types of CRM records are synchronized with the Outlook Client, and how to create new records from there. Also figure out what records are related and available to each entity. An example: you wouldn’t go to an Opportunity record to find related Cases. Find out how the Service Scheduler shows or does not show conflicts in the Service Calendar.