Microsoft Dynamics CRM 2011 Cookbook

Includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application

Microsoft Dynamics CRM 2011 Cookbook

Cookbook
Dipankar Bhattacharya

Includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application
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Book Details

ISBN 139781849684521
Paperback406 pages

About This Book

  • 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

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.

Table of Contents

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 9: Office and SharePoint Integration
Introduction
Creating Mail Merge templates using Microsoft Word
Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011
Chapter 10: Processes
Introduction to processes
Creating a workflow using the Dynamics CRM 2011 web interface

What You Will Learn

  • 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.

Authors

Table of Contents

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 9: Office and SharePoint Integration
Introduction
Creating Mail Merge templates using Microsoft Word
Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011
Chapter 10: Processes
Introduction to processes
Creating a workflow using the Dynamics CRM 2011 web interface

Book Details

ISBN 139781849684521
Paperback406 pages
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