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Working with Microsoft Dynamics CRM 2011

Overview

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.

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Working with Microsoft Dynamics CRM 2011

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Overview

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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Product Details

  • ISBN-13: 9780735648128
  • Publisher: Microsoft Press
  • Publication date: 4/20/2011
  • Pages: 624
  • Sales rank: 1,393,118
  • Product dimensions: 7.40 (w) x 9.00 (h) x 1.70 (d)

Meet the Author

Mike Snyder is an industry-recognized expert on Microsoft Dynamics CRM, a member of the Microsoft Dynamics Partner Advisory Council, and a Microsoft MVP.

Jim Steger, MVP for Microsoft Dynamics, has deep experience leading global development projects and complex enterprise integration projects.

Mike and Jim are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations.

Kristie Reid is a consulting directing at Sonoma Partners who has led 75+ CRM projects -- from complex ISV developments to large-scale enterprise migrations.

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Table of Contents

  • Foreword
  • Introduction
  • Part I: Overview and Configuration
    • Chapter 1: Microsoft Dynamics CRM 2011 Overview
    • Chapter 2: Setup and Common Tasks
    • Chapter 3: Managing Security and Information Access
    • Chapter 4: Data and Document Management
  • Part II: Solutions
    • Chapter 5: Solutions Overview and Concepts
    • Chapter 6: Entity: Fields and Option Sets
    • Chapter 7: Entity Customization: Forms
    • Chapter 8: Entity Customization: Views and Charts
    • Chapter 9: Entity Customization: Relationships
    • Chapter 10: Entity Customization: Custom Entities and Activities
    • Chapter 11: Solutions: Web Resources
    • Chapter 12: Solutions: Client Extensions
    • Chapter 13: Reports and Dashboards
  • Part III: Processes
    • Chapter 14: Workflow Processes
    • Chapter 15: Dialog Processes
  • About Sonoma Partners
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