Microsoft Dynamics CRM 2011 New Features


Microsoft Dynamics CRM 2011 New Features
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Master the new features of Microsoft Dynamics 2011
  • Use client-side programming to perform data validation, automation, and process enhancement
  • Learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows)
  • Extend Microsoft Dynamics CRM 2011 in the Cloud

Book Details

Language : English
Paperback : 288 pages [ 235mm x 191mm ]
Release Date : November 2011
ISBN : 1849682062
ISBN 13 : 9781849682060
Author(s) : Jim Wang, Darren Liu
Topics and Technologies : All Books, Enterprise Products and Platforms, CRM, Microsoft Dynamics, Enterprise, Microsoft

Table of Contents

Preface
Chapter 1: Setting Up the Development Workspace
Chapter 2: System Design and Configuration
Chapter 3: Data Import
Chapter 4: Client-Side Programming
Chapter 5: Server-Side Programming
Chapter 6: SharePoint Integration
Chapter 7: Charts and Dashboards
Chapter 8: Extending Microsoft Dynamics CRM 2011 in the Cloud
Chapter 9: Sitemap and Ribbon Customization
Chapter 10: Packaging It Up
Index
  • Chapter 1: Setting Up the Development Workspace
    • System requirements
      • Hardware requirements
      • Software requirements
    • Workstation requirements
    • Virtualization options
    • Setting up Microsoft Hyper-V
    • Setting up the Server Environment on the VM
      • Windows Server 2008 R2 and SQL Server 2008 R2 installation
    • Setting up SharePoint 2010
      • Installing SharePoint 2010 Server
      • Creating a SharePoint web application that supports both Windows and Claims Based Authentication
    • Setting up Microsoft Dynamics CRM 2011
      • Microsoft Dynamics CRM On-Premise
    • Setting up Development Tools
    • Summary
    • Chapter 2: System Design and Configuration
      • Airline Compensation Management system
        • Vision and scope
        • ACM system overview
        • System architectural design
        • Defining the ACM data model
      • CRM 2011 customization improvement
        • Entity
        • Form
        • View
        • Chart
        • Relationship
        • Attribute
        • Navigation
        • Header and Footer
      • Configuring the ACM system
        • Administration
          • System settings
        • Solution and publisher
          • Creating a solution publisher
          • Creating a solution
        • Creating an Entity for the ACM solution
          • Airport
          • Flight route
          • Flight
          • Crew Member
          • Compensation
      • Publishing customizations
      • ACM system security structure
      • Summary
      • Chapter 3: Data Import
        • CRM 2011 Import Data Wizard
          • Supported file types
          • Single entity import with an attachment
            • Downloading a template for the import
            • Filling in the template
            • Including a note and an attachment
            • Duplicate data detection
            • Data import using ZIP file
          • Importing multiple entities with Data Map
            • Data Map
            • A single CSV file
            • Data import using Data Map
            • Data update
        • CRM data import options
        • Summary
        • Chapter 4: Client-Side Programming
          • What is new in CRM 2011?
            • Web Resources
              • Creating a new web resource
              • Referencing a web resource
            • Form and Field events
          • Xrm.Page namespace
          • SOAP and REST endpoints
            • SOAP endpoint
              • Using the SOAP endpoint with JScript
              • Using the SOAP endpoint with Silverlight
            • REST endpoint
          • Summary
          • Chapter 5: Server-Side Programming
            • CRM Web Services and Assemblies
              • CRM Web Services methods and messages
              • SDK Assemblies
              • Early-Bound and Late-Bound
              • Data queries
            • Plug-ins
              • Event framework
              • Developing a Plug-in
                • DLL references
                • IPluginInterface and the Execute method
                • Input and output parameters
                • Pre and post entity images
                • Security
                • A Plug-in example
                • Using the CRM Developer Toolkit to build a Plug-in
            • Processes
              • Workflow
                • Workflow versus Plug-ins
              • Dialog
                • A Dialog example
            • Summary
            • Chapter 6: SharePoint Integration
              • Preparing for SharePoint integration
                • SharePoint site collection
                • CRM List Component for SharePoint
              • SharePoint Integration
                • Document Management Settings
                • SharePoint Sites and Document Locations
                  • SharePoint Document Set
                  • SharePoint Document ID
                • Document View
                • Security settings
              • Summary
              • Chapter 7: Charts and Dashboards
                • What is new in CRM 2011?
                • Working with Filters
                  • Applying Filters
                  • Custom Filter
                • Working with Charts
                  • System Charts
                  • Drilldown on Charts
                  • Creating Charts
                  • Assign and Share Charts
                    • Assign Chart
                    • Share Chart
                  • Beyond the basics
                • Working with Dashboard
                  • System Dashboards
                  • Creating Dashboards
                  • Assign, Share, and Set As Default a Dashboard
                • Summary
                • Chapter 8: Extending Microsoft Dynamics CRM 2011 in the Cloud
                  • Microsoft Cloud offerings
                    • Windows Azure platform
                    • Microsoft Office 365
                  • CRM 2011 Portal Solutions
                    • Crew Portal
                    • Microsoft Dynamics Marketplace
                  • Customer Portal for Microsoft Dynamics CRM 2011
                    • Setting up the portal on the development workspace
                    • Portal customization
                    • Exporting a solution and bringing it to the cloud
                  • CRM E-mail support
                    • CRM E-mail Router
                    • Setting up CRM E-mail Router with Office 365 Exchange Online
                • Summary
                  • Chapter 9: Sitemap and Ribbon Customization
                    • Working with SiteMap
                      • SiteMap XML references
                      • SiteMap configuration options
                        • Changing Labels
                        • Changing Icons
                        • Adding or removing elements
                        • Adding New Pages/Links
                        • Grouping Links within Areas
                        • Customizing the Get Started Pane
                        • Changing the Workplace profile options
                        • ACM SiteMap customization
                    • CRM 2011 Ribbon overview
                      • Exporting Default Ribbon definitions
                      • Entity Ribbons
                      • Grid Ribbons
                      • Sub Grid Ribbons
                      • Form Ribbons
                    • Working with Ribbons
                      • Exporting Ribbon definitions
                      • Adding a To Button to the Application Ribbon
                      • Adding a Custom Button to the Entity Ribbon
                      • Hiding a Ribbon element
                    • Summary
                    • Chapter 10: Packaging It Up
                      • What is new in CRM 2011?
                        • Solution
                        • Solution Publisher
                      • Packing an ACM Solution
                        • Entities
                      • Difference between Unmanaged and Managed Solutions
                        • Unmanaged
                        • Managed
                          • Updating Managed Solutions
                          • Conflict resolution
                          • Managed properties
                          • Dependency tracking
                      • Export and Import Solution
                        • Exporting a solution
                        • Importing a solution
                      • Summary

                      Jim Wang

                      Jim Wang is specialized in enterprise solution at CSC Microsoft Practice, in UK; He focuses on consulting, solutioning, and developing on the Microsoft Dynamics CRM, SharePoint, and Office365/Cloud platforms. Jim has been awarded the Microsoft Most Valuable Professional (MVP) on Dynamics CRM for 4 years, with full lifecycle knowledge of the product. He has great interest in mobile technologies, ALM (Application Lifecycle Management), and Agile methodologies, with extensive and focused experience in Microsoft technologies. Jim was also recognized as a British Computer Society Chartered IT Professional (CITP) in 2009. Jim is a co-founder of the official Microsoft Dynamics CRM Chinese community, which aims to help partners and customers to develop and use Dynamics CRM in the Greater China Region. His blog, http://jianwang.blogspot.com, is one of the most visited blogs about Microsoft Dynamics CRM.

                      Darren Liu

                      Darren Liu, Microsoft CRM MVP alumni and Certified Microsoft CRM Professional, has been working with Dynamics CRM since version 1.0. After joining Microsoft in 2009, his primary focus has been solution architecture, data migration, and system integration. Darren has been engaged on many enterprise CRM projects and played many different important roles throughout his career. Today, Darren is playing a key role as solution architect/development team lead working on a global biotech Dynamics CRM implementation. This has involved the typical key activities of a project lifecycle of coordinating with the key business sponsors, gathering requirements, design, proof of concept delivery, development, testing, documentation, and support. Darren is a co-founder of the official Microsoft Dynamics CRM Chinese community, forums, and several newsgroups that aim to help partners, customers, and individuals. He has also been a speaker and trainer for Microsoft, training partners in the Greater China region. Darren can be reached at Darren.Liu@microsoft.com.
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                      Submit Errata

                      Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                      Errata

                      - 5 submitted: last submission 14 Nov 2013

                      Errata type: Others | Page number: 112 | Errata date: 18-1-2013

                       

                      4. Run crmsvcutil.exe command to generate strongly-typed classes for the
                      entities in the ACM organization, for early bounding:
                      
                      is repeated twice, point 4 and 5 are the same.
                      
                      5. Run the crmsvcutil.exe command to generate strongly-typed classes for
                      the entities in the ACM organization, for early binding:
                      \sdk\bin>crmsvcutil.exe /url:http://bps:5555/ACM/

                       

                       

                      Errata type: Others | Page number: 111 | Errata date: 18-1-2013

                       

                      Entityacm_flight = newEntity("acm_flight");
                      
                      correct: Entity acm_flight = new Entity("acm_flight");

                       

                       

                      Errata type: Others | Page number: 111 | Errata date: 18-1-2013

                       

                      acm_flight flight = newacm_flight();
                      
                      correct: acm_flight flight = new acm_flight();

                       

                       

                      Errata type: Others | Page number: 41 | Errata date: 18-1-2013

                      "Flight Route" and not "Flight route" for coherence

                       

                      Errata type: Others | Page number: 39 | Errata date: 18-1-2013

                      The City Field is of type Option Set and not Single Line of Text

                       

                      Sample chapters

                      You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                      What you will learn from this book

                      • Set up a development environment for Dynamics CRM 2011
                      • Import your important data from various sources using the Import Data Wizard
                      • Use web resources to store files virtually
                      • Visualize your data using filters, charts, and dashboards
                      • Customize the default Microsoft Dynamics ribbon
                      • Improve document management in your CRM system by integrating it with SharePoint 2010

                       

                      In Detail

                      Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.

                      This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.

                      The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.

                      We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.

                      We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).

                      The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud.

                      Finally we will package the ACM solution and learn how to deploy it.

                      Approach

                      This book is packed with practical steps and screenshots to make learning fun and addictive. You will learn to build a complete Airline Compensation Management system using Dynamics CRM 2011.

                      Who this book is for

                      If you want a focused book that gets you up-to-speed with the new features of Microsft Dynamics CRM 2011 then this is the perfect book for you.

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