Microsoft Dynamics Crm 2011 New Features(English, Undefined, Wang Jim) | Zipri.in
Microsoft Dynamics Crm 2011 New Features(English, Undefined, Wang Jim)

Microsoft Dynamics Crm 2011 New Features(English, Undefined, Wang Jim)

Quick Overview

Rs.799 on FlipkartBuy
Product Price Comparison
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 Work flows)     Extend Microsoft Dynamics CRM 2011 in the Cloud 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 Share Point 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 organization. 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 Work flows). The book then steers you towards Share Point 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 screen shots 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. About the Authors 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, Share Point, 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 Life cycle 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, 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. Table of Contents Preface Chapter 1: Setting Up the Development Workspace System requirements Hardware requirements Software requirements Workstation requirements Visualization 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 Share Point 2010 Installing Share Point 2010 Server Creating a Share Point 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.Pagename space SOAP and REST endpoints SOAP endpoint Using the SOAP endpoint with JScript Using the SOAP endpoint with Silver light 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 Iplug in Interface 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 Work flow Work flow versus Plug-ins Dialog A Dialog example Summary Chapter 6: Share Point Integration Preparing for Share Point integration Share Point site collection CRM List Component for Share Point Share Point Integration Document Management Settings Share Point Sites and Document Locations Share Point Document Set Share Point 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 Drill down 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: Site map and Ribbon Customization Working with Site Map Site Map XML references Site Map 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 Site Map 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 Index