Synopses & Reviews
Learn how to tailor Microsoft CRM to work the way you do. This in-depth guide is perfect for developers, IT implementers, and advanced users who want to learn how to use the new features and enhancements of Microsoft CRM 3.0 to meet exacting business needs. Two experts on CRM delivery case studies, integration and performance guidelines, and adaptable code samples—the information you need to help you create successful CRM solutions.
Discover how to:
- Set up and configure Microsoft CRM 3.0
- Manage information access with security settings
- Create and deploy custom reports
- Integrate Microsoft CRM with other business applications and tools
- Customize forms by modifying fields, tabs, and sections—without any programming
- Modify default entities—or create your own custom entities
- Develop server-side and client-side application customizations
- Automate business processes with WorkflowGet code and data samples on the Web
About the Author
Mike Snyder is recognized as an industry-leading CRM expert. He is cofounder and principal of Sonoma Partners, a 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 has been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. He acted as a technical reviewer for several Microsoft CRM certification exams, and is also a cofounder and principal of Sonoma Partners.