Microsoft Dynamics CRM 2011 Cookbook


Microsoft Dynamics CRM 2011 Cookbook
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Step-by-step guide to deploy Dynamics CRM 2011 components, configuring claim-based authentication and IFD deployment
  • Focus on Dynamics CRM 2011 server maintenance and optimization techniques
  • Learn advanced Dynamics CRM 2011 administration techniques
  • Discover how to manage Dynamics CRM 2011 Solution, customize Ribbon and SiteMap, and integrate Microsoft SharePoint with CRM
  • Implement business processes with workflows and dialogs

Book Details

Language : English
Paperback : 406 pages [ 235mm x 191mm ]
Release Date : June 2013
ISBN : 1849684529
ISBN 13 : 9781849684521
Author(s) : Dipankar Bhattacharya
Topics and Technologies : All Books, Enterprise Products and Platforms, Cookbooks, CRM, Enterprise, Microsoft

Table of Contents

Preface
Chapter 1: Installing Dynamics CRM 2011
Chapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
Chapter 3: Administering Microsoft Dynamics CRM 2011
Chapter 4: Data Management
Chapter 5: Solution Management
Chapter 6: Entity Customizations
Chapter 7: Form and View Customizations
Chapter 8: Site Map and Ribbon Customizations
Chapter 9: Office and SharePoint Integration
Chapter 10: Processes
Index
  • Chapter 1: Installing Dynamics CRM 2011
    • Introduction
    • Installing Dynamics CRM Server
    • Installing Microsoft Dynamics CRM Reporting Extensions
    • Installing Dynamics CRM for Outlook
    • Installing a Dynamics CRM language pack
    • Installing Microsoft Dynamics CRM E-mail Router
    • Configuring Microsoft Dynamics E-mail Router
    • Installing Microsoft Dynamics CRM E-mail Router on multiple computers
    • Deploying Microsoft Dynamics CRM on multiple servers
    • Creating a new organization
    • Editing the organization's details
    • Chapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
      • Introduction
      • Backing up Dynamics CRM 2011 Database Server
      • Backing up Dynamics CRM 2011 Server
      • Recovering from a Dynamics CRM 2011 Database Server failure
      • Recovering from a Dynamics CRM 2011 Server failure
      • Enabling server-level tracing
      • Enabling deployment-level tracing
      • Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine
      • Monitoring Dynamics CRM 2011 Server performance
      • Optimizing Dynamics CRM 2011 Database Server performance
      • Optimizing Dynamics CRM 2011 Server performance
      • Chapter 3: Administering Microsoft Dynamics CRM 2011
        • Securing Dynamics CRM 2011 deployment with SSL/HTTPS
        • Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011
        • Configuring Internet-facing Deployment (IFD)
        • Creating a new deployment administrator
        • Creating a new system administrator
        • Creating a new business unit
        • Configuring a security role
        • Creating a custom administrator security role
        • Creating a field-level security profile
        • Adding a new user account in the Dynamics CRM 2011 system
        • Adding multiple users in the Dynamics CRM 2011 system
        • Creating a new team in the Dynamics CRM 2011 system
        • Configuring autonumbering formats
        • Configuring system-wide settings
        • Configuring fiscal-year settings
        • Configuring error-notification preferences
        • Chapter 4: Data Management
          • Introduction to data import
          • Importing data into Dynamics CRM 2011 with Import Data Wizard
          • Exporting Dynamics CRM 2011 data to Microsoft Excel
          • Cleaning data using Bulk Deletion Wizard
          • Creating duplicate detection rules
          • Scheduling duplicate detection jobs
          • Enabling auditing in the Dynamics CRM 2011 system
          • Viewing and cleaning audit records
          • Chapter 5: Solution Management
            • Introduction to solution management
            • Creating a solution publisher
            • Creating a new unmanaged solution
            • Adding an item in the unmanaged solution
            • Removing/deleting an item from the unmanaged solution
            • Exporting a solution
            • Importing a solution
            • Updating a managed solution
            • Deleting components from a managed solution
            • Uninstalling or deleting a solution
            • Exporting translations from an unmanaged solution
            • Importing translations to an unmanaged solution
            • Chapter 6: Entity Customizations
              • Introduction to entities
              • Creating a custom entity
              • Updating the icon of an entity
              • Creating a custom field for an entity
              • Creating a global option set
              • Creating a new one-to-many (1:N) or many-to-one (N:1) relationship
              • Creating a new many-to-many (N:N) relationship
              • Creating a relationship field mapping
              • Chapter 7: Form and View Customizations
                • Introduction
                • Creating and customizing an entity main form
                • Controlling form behavior using JScript
                • Customizing the process-driven form (Dynamics CRM 2011 Online only)
                • Creating and customizing the mobile form
                • Configuring a form to be role-based
                • Creating and customizing a public view
                • Customizing search criteria for the Quick Find view
                • Creating a user's personal view
                • Deactivating or deleting a user's personal view
                • Chapter 8: Site Map and Ribbon Customizations
                  • Introduction to Site Map and Ribbon
                  • Editing the Site Map
                  • Preparing for editing the ribbon
                  • Adding a new button to an existing ribbon group for all entities
                  • Adding a new button to an existing ribbon group of a specific entity
                  • Hiding a ribbon button
                  • Importing the modified ribbon definition
                    • Chapter 10: Processes
                      • Introduction to processes
                      • Creating a workflow using the Dynamics CRM 2011 web interface
                      • Creating a dialog using the Dynamics CRM 2011 web interface
                      • Querying Dynamics CRM data in a dialog
                      • Monitoring the workflow execution status

                      Dipankar Bhattacharya

                      Dipankar Bhattacharya is a Dynamics CRM consultant and Microsoft technology evangelist. He is a Certified Professional in Microsoft Dynamics CRM, the Microsoft Dynamics Sure Step methodology, and core .NET technologies, such as .NET 3.5, ADO.NET, WPF, and WCF. He has been working with Microsoft technologies for around nine years and his primary focus has been solution architecture, system integration, computer telephony integration, and data migration. Currently, he is associated with Microsoft Services Global Delivery as a Business Solution Consultant and he is working with various enterprise customers, assisting them with architecting a solution till its deployment. He has been architecting, developing, and deploying business solutions across the globe using Dynamics CRM, xRM and Customer Care Accelerator for Dynamics CRM, and so on.
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                      Sample chapters

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                      What you will learn from this book

                      • Deploy Dynamics CRM 2011 on multi-server environment
                      • Internet Facing Deployment (IFD) of Dynamics CRM 2011
                      • Optimize Dynamics CRM 2011 Database Server Performance
                      • Create a Custom Administrator Security Role
                      • Configure system settings
                      • Schedule Data Duplication detection jobs
                      • Export Translations from an unmanaged solution
                      • Create a new 1-to-Many (1: N), Many-to-1 (N: 1), or Many-to-Many (N:N) relationship
                      • Configure a role based form
                      • Add a new ribbon button to an existing group of a specific entity
                      • Create Mail Merge templates using Microsoft Word
                      • Query CRM data in a dialog

                      In Detail

                      Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues.

                      Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.

                      “Microsoft Dynamics CRM 2011 Cookbook” is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.

                      This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.

                      You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.

                      You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.

                      Approach

                      This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.

                      Who this book is for

                      This book is great for Dynamics CRM 2011 professionals who have a beginner level understanding of the system and are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently. It’s assumed that the reader has a basic level understanding of IT infrastructure topologies along with functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.

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