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Working with Microsoft Dynamics Crm 2011

by

Working with Microsoft Dynamics Crm 2011 Cover

 

Synopses & Reviews

Publisher Comments:

Get a practical introduction to Microsoft Dynamics CRM—now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and can be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications—including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies—this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets—the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. This book includes sample data and code samples on the Web.

Book News Annotation:

Written for system administrators intending to install and maintain Microsoft Dynamics CRM 2011, this volume outlines common tasks in the administration of this powerful customer relationship management application. Beginning with an overview of the product and its installation and configuration, the bulk of the volume is concerned with customization strategies for a variety of business environments and the development of workflow processes optimized for particular use cases. The material includes step-by-step instructions as well as numerous screen shots and access to additional online resources, including code samples, is provided. Snyder and Stenger are Microsoft MVPs and experts on Dynamics CRM and Reid is a CRM consultant. Annotation ©2011 Book News, Inc., Portland, OR (booknews.com)

Synopsis:

Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies

About the Author

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 industrys 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 industrys 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.

Table of Contents

Foreword; Acknowledgments; Mike Snyders Acknowledgments; Jim Stegers Acknowledgments; Introduction; Who Is This Book For?; Organization of This Book; Prerelease Software; Microsoft Dynamics CRM Live; System Requirements; Code Samples; Find Additional Content Online; Support for This Book; Overview and Setup; Chapter 1: Microsoft Dynamics CRM 4.0 Overview; 1.1 Life Without Customer Relationship Management; 1.2 Introducing Microsoft Dynamics CRM; 1.3 Core Concepts and Terminology; 1.4 Summary; Chapter 2: Setup and Common Tasks; 2.1 Microsoft Dynamics CRM for Outlook; 2.2 E-Mail in Microsoft Dynamics CRM; 2.3 Mail Merge; 2.4 Data Management; 2.5 Queues; 2.6 Summary; Chapter 3: Managing Security and Information Access; 3.1 Mapping Your Needs; 3.2 Security Concepts; 3.3 Managing Users; 3.4 Security Roles and Business Units; 3.5 Summary; Customization; Chapter 4: Entity Customization: Concepts and Attributes; 4.1 Customization Concepts; 4.2 Attributes; 4.3 Summary; Chapter 5: Entity Customization: Forms and Views; 5.1 Customizing Forms; 5.2 Customizing Views; 5.3 Customizing Activities; 5.4 Summary; Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map; 6.1 Understanding Entity Relationships; 6.2 Creating Custom Relationships; 6.3 Creating Custom Entities; 6.4 Application Navigation; 6.5 Summary; Chapter 7: Reporting and Analysis; 7.1 Reporting and Analysis Tools; 7.2 Entity Views and Advanced Find; 7.3 Dynamic Excel Files; 7.4 Accessing Reports with Microsoft Dynamics CRM; 7.5 Creating Reports in Microsoft Dynamics CRM; 7.6 Managing Reports with Microsoft Dynamics CRM; 7.7 SQL Server Reporting Services; 7.8 Filtered Views; 7.9 SQL Server Reporting Services Reports; 7.10 Tips; 7.11 Summary; Chapter 8: Workflow; 8.1 Workflow Basics; 8.2 Workflow Templates; 8.3 Workflow Properties; 8.4 Workflow Step Editor; 8.5 Dynamic Values in Workflow; 8.6 Monitoring Workflow; 8.7 Importing and Exporting Workflow; 8.8 Workflow Examples; 8.9 Summary; Extending Microsoft Dynamics CRM; Chapter 9: Microsoft Dynamics CRM 4.0 SDK; 9.1 Overview; 9.2 Accessing the APIs in Visual Studio 2008; 9.3 CrmService Web Service; 9.4 MetadataService Web Service; 9.5 Discovery Web Service; 9.6 Queries; 9.7 Plug-ins; 9.8 Workflow Assemblies; 9.9 Development Environment Considerations; 9.10 Coding and Testing Tips; 9.11 Sample Code; 9.12 Summary; Chapter 10: Form Scripting and Extensions; 10.1 Form Scripting Overview; 10.2 IFrames and Scripting; 10.3 ASP.NET Application Development; 10.4 ISV.config; 10.5 Microsoft Dynamics CRM Client-Side Scripting Tips; 10.6 Developing for Microsoft Dynamics CRM Live; 10.7 Client-Side Scripting Code Examples; 10.8 Summary; About Sonoma Partners; About the Authors; Mike Snyder; Jim Steger;

Product Details

ISBN:
9780735648128
Author:
Snyder, Mike
Publisher:
Microsoft Press
Author:
Steger, Jim
Author:
Reid, Kristie
Subject:
Server Computing
Subject:
Software Engineering - Programming and Languages
Subject:
CRM;business relationship;customer leads;customer management system;customer relationship management;enterprise application;workflow
Subject:
CRM;business relationship;customer leads;customer management system;customer relationship management;enterprise application;workfl
Subject:
ow
Edition Description:
2nd ed.
Series:
Developer Reference
Publication Date:
20110431
Binding:
TRADE PAPER
Language:
English
Pages:
624
Dimensions:
9 x 7.38 in

Related Subjects

Business » Computers
Business » Customer Service
Business » General
Computers and Internet » Internet » Marketing
Computers and Internet » Personal Computers » Desktop Applications » General
Computers and Internet » Software Engineering » Programming and Languages
Computers and Internet » Software Engineering » Software Management

Working with Microsoft Dynamics Crm 2011 New Trade Paper
0 stars - 0 reviews
$49.99 In Stock
Product details 624 pages Microsoft Press - English 9780735648128 Reviews:
"Synopsis" by , Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies

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