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Chapter 1 - Introduction

This introductory course explains the key concepts and terminology you need to know to effectively work with Microsoft Dynamics CRM 4.0. This course is intended to be the first place a user that is new to Microsoft Dynamics CRM 4.0 starts to gain the fundamental knowledge required to understand sales processes, record management, workflow, and reporting.

While this course is a beginner's course, it can also serve as a refresher for those who are already familiar with Microsoft Dynamics CRM 4.0. The course includes a description and overview of Microsoft Dynamics CRM 4.0, the types of records it tracks, and how those records relate to each other. The course then goes through the user interface and points out key concepts all Microsoft Dynamics CRM 4.0 users should be familiar with. The course ends with a tour of the Microsoft Dynamics CRM 4.0 online help system. Being familiar with the help system allows you to quickly learn how to perform key tasks not covered in this course and learn about other areas of interest quickly.


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