Microsoft Dynamics CRM 2011 New Features

Get up-to-speed with the new features of Microsoft Dynamics CRM 2011 with this Dynamics CRM book and eBook

Microsoft Dynamics CRM 2011 New Features

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Jim Wang, Darren Liu

Get up-to-speed with the new features of Microsoft Dynamics CRM 2011 with this Dynamics CRM book and eBook
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Book Details

ISBN 139781849682060
Paperback288 pages

About This Book

  • 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

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.

Table of Contents

Chapter 1: Setting Up the Development Workspace
System requirements
Workstation requirements
Virtualization options
Setting up Microsoft Hyper-V
Setting up the Server Environment on the VM
Setting up SharePoint 2010
Setting up Microsoft Dynamics CRM 2011
Setting up Development Tools
Summary
Chapter 2: System Design and Configuration
Airline Compensation Management system
CRM 2011 customization improvement
Configuring the ACM system
Publishing customizations
ACM system security structure
Summary
Chapter 3: Data Import
CRM 2011 Import Data Wizard
CRM data import options
Summary
Chapter 4: Client-Side Programming
What is new in CRM 2011?
Xrm.Page namespace
SOAP and REST endpoints
Summary
Chapter 5: Server-Side Programming
CRM Web Services and Assemblies
Plug-ins
Processes
Workflow
Dialog
Summary
Chapter 6: SharePoint Integration
Preparing for SharePoint integration
SharePoint Integration
Summary
Chapter 7: Charts and Dashboards
What is new in CRM 2011?
Working with Filters
Working with Charts
Working with Dashboard
Summary
Chapter 8: Extending Microsoft Dynamics CRM 2011 in the Cloud
Microsoft Cloud offerings
CRM 2011 Portal Solutions
Customer Portal for Microsoft Dynamics CRM 2011
CRM E-mail support
Summary
Chapter 9: Sitemap and Ribbon Customization
Working with SiteMap
CRM 2011 Ribbon overview
Working with Ribbons
Summary
Chapter 10: Packaging It Up
What is new in CRM 2011?
Packing an ACM Solution
Difference between Unmanaged and Managed Solutions
Export and Import Solution
Summary

What You Will Learn

  • 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.

Authors

Table of Contents

Chapter 1: Setting Up the Development Workspace
System requirements
Workstation requirements
Virtualization options
Setting up Microsoft Hyper-V
Setting up the Server Environment on the VM
Setting up SharePoint 2010
Setting up Microsoft Dynamics CRM 2011
Setting up Development Tools
Summary
Chapter 2: System Design and Configuration
Airline Compensation Management system
CRM 2011 customization improvement
Configuring the ACM system
Publishing customizations
ACM system security structure
Summary
Chapter 3: Data Import
CRM 2011 Import Data Wizard
CRM data import options
Summary
Chapter 4: Client-Side Programming
What is new in CRM 2011?
Xrm.Page namespace
SOAP and REST endpoints
Summary
Chapter 5: Server-Side Programming
CRM Web Services and Assemblies
Plug-ins
Processes
Workflow
Dialog
Summary
Chapter 6: SharePoint Integration
Preparing for SharePoint integration
SharePoint Integration
Summary
Chapter 7: Charts and Dashboards
What is new in CRM 2011?
Working with Filters
Working with Charts
Working with Dashboard
Summary
Chapter 8: Extending Microsoft Dynamics CRM 2011 in the Cloud
Microsoft Cloud offerings
CRM 2011 Portal Solutions
Customer Portal for Microsoft Dynamics CRM 2011
CRM E-mail support
Summary
Chapter 9: Sitemap and Ribbon Customization
Working with SiteMap
CRM 2011 Ribbon overview
Working with Ribbons
Summary
Chapter 10: Packaging It Up
What is new in CRM 2011?
Packing an ACM Solution
Difference between Unmanaged and Managed Solutions
Export and Import Solution
Summary

Book Details

ISBN 139781849682060
Paperback288 pages
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