Get up-to-speed with the new features of Microsoft Dynamics CRM 2011 with this Dynamics CRM book and eBook 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 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. 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 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 written 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.
Author(s): Jim Wang, Darren Liu
Publisher: Packt Publishing
Year: 2011
Language: English
Pages: 288
Tags: Библиотека;Компьютерная литература;Dynamics;
Cover
......Page 1
Copyright......Page 3
Credits......Page 4
About the Authors......Page 5
Acknowledgement......Page 6
About the Reviewers......Page 8
www.PacktPub.com......Page 10
Table of Contents......Page 12
Preface......Page 18
System requirements......Page 22
Software requirements......Page 23
Workstation requirements......Page 24
Setting up Microsoft Hyper-V......Page 25
Windows Server 2008 R2 and SQL Server 2008 R2 installation......Page 27
Creating a SharePoint web application that supports both Windows and Claims Based Authentication......Page 29
Microsoft Dynamics CRM On-Premise......Page 31
Summary......Page 36
Airline Compensation Management system......Page 38
Vision and scope......Page 39
ACM system overview......Page 40
Defining the ACM data model......Page 41
CRM 2011 customization improvement......Page 42
Entity......Page 43
Relationship......Page 44
Attribute......Page 45
Navigation......Page 46
Configuring the ACM system......Page 47
Solution and publisher......Page 48
Creating a solution publisher......Page 49
Creating a solution......Page 50
Creating an Entity for the ACM solution......Page 52
Airport......Page 53
Flight route......Page 58
Flight......Page 61
Crew Member......Page 65
Compensation......Page 69
Publishing customizations......Page 71
ACM system security structure......Page 72
Summary......Page 74
Supported file types......Page 76
Downloading a template for the import......Page 77
Filling in the template......Page 78
Including a note and an attachment......Page 79
Duplicate data detection......Page 80
Data import using ZIP file......Page 83
Importing multiple entities with Data Map......Page 85
Data Map......Page 86
A single CSV file......Page 88
Data import using Data Map......Page 89
Data update......Page 92
Summary......Page 97
What is new in CRM 2011?......Page 98
Web Resources......Page 99
Creating a new web resource......Page 100
Referencing a web resource......Page 102
Form and Field events......Page 104
Xrm.Page namespace......Page 111
Using the SOAP endpoint with JScript......Page 112
REST endpoint......Page 115
Summary......Page 120
CRM Web Services methods and messages......Page 122
SDK Assemblies......Page 126
Early-Bound and Late-Bound......Page 127
Data queries......Page 128
Plug-ins......Page 132
Event framework......Page 133
Developing a Plug-in......Page 134
IPluginInterface and the Execute method......Page 136
Security......Page 137
A Plug-in example......Page 138
Using the CRM Developer Toolkit to build a Plug-in......Page 151
Processes......Page 152
Workflow versus Plug-ins......Page 153
A Dialog example......Page 156
Summary......Page 163
SharePoint site collection......Page 164
CRM List Component for SharePoint......Page 165
SharePoint Integration......Page 167
Document Management Settings......Page 168
SharePoint Sites and Document Locations......Page 170
SharePoint Document Set......Page 177
Document View......Page 178
Summary......Page 179
What is new in CRM 2011?......Page 180
Working with Filters......Page 181
Applying Filters......Page 182
Custom Filter......Page 184
System Charts......Page 185
Drilldown on Charts......Page 187
Creating Charts......Page 189
Assign Chart......Page 190
Beyond the basics......Page 191
System Dashboards......Page 192
Creating Dashboards......Page 194
Summary......Page 198
Microsoft Cloud offerings......Page 200
Crew Portal......Page 201
Microsoft Dynamics Marketplace......Page 202
Setting up the portal on the development workspace......Page 203
Portal customization......Page 213
CRM E-mail Router......Page 221
Setting up CRM E-mail Router with Office 365 Exchange Online......Page 223
Summary......Page 227
Working with SiteMap......Page 228
SiteMap XML references......Page 229
Adding New Pages/Links......Page 230
Changing the Workplace profile options......Page 231
ACM SiteMap customization......Page 232
CRM 2011 Ribbon overview......Page 234
Exporting Default Ribbon definitions......Page 235
Entity Ribbons......Page 236
Grid Ribbons......Page 237
Form Ribbons......Page 238
Exporting Ribbon definitions......Page 239
Adding a To Button to the Application Ribbon......Page 241
Adding a Custom Button to the Entity Ribbon......Page 248
Summary......Page 257
What is new in CRM 2011?......Page 258
Solution......Page 259
Solution Publisher......Page 262
Entities......Page 263
Difference between Unmanaged and Managed Solutions......Page 264
Unmanaged......Page 265
Managed......Page 266
Updating Managed Solutions......Page 267
Conflict resolution......Page 268
Managed properties......Page 269
Export and Import Solution......Page 271
Exporting a solution......Page 272
Importing a solution......Page 274
Summary......Page 275
Index......Page 276
