Working with Microsoft Dynamics CRM 2011
Published on 15. April 2011
Book
Paperback/Softback
624 pages
978-0-7356-4812-8 (ISBN)
Description
Configure, adapt, and extend Microsoft Dynamics CRM 2011-guided by two of the leading implementation specialists in the field. Whether you're an IT professional, a developer, or a power user, you'll get pragmatic, hands-on insights for customizing CRM in your organization-with or without programming.
Discover how to:
Set up and configure your system
Plan and configure security settings and information access
Easily customize form attributes, views, and relationships
Create and deploy custom reports
Use xRM to quickly create and efficiently manage line-of-business applications
Automate business workflows
Extend Microsoft Dynamics CRM with scripts and assemblies
Discover how to:
Set up and configure your system
Plan and configure security settings and information access
Easily customize form attributes, views, and relationships
Create and deploy custom reports
Use xRM to quickly create and efficiently manage line-of-business applications
Automate business workflows
Extend Microsoft Dynamics CRM with scripts and assemblies
More details
Language
English
Place of publication
Redmond
United States
Target group
Professional and scholarly
Dimensions
Height: 227 mm
Width: 189 mm
Thickness: 32 mm
Weight
1068 gr
ISBN-13
978-0-7356-4812-8 (9780735648128)
Copyright in bibliographic data and cover images is held by Nielsen Book Services Limited or by the publishers or by their respective licensors: all rights reserved.
Schweitzer Classification
Persons
Mike Snyder is an industry-recognized expert on Microsoft Dynamics CRM, a member of the Microsoft Dynamics Partner Advisory Council, and a Microsoft MVP.
Jim Steger, MVP for Microsoft Dynamics, has deep experience leading global development projects and complex enterprise integration projects.
Mike and Jim are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations.
Kristie Reid is a consulting directing at Sonoma Partners who has led 75+ CRM projects -- from complex ISV developments to large-scale enterprise migrations.
Jim Steger, MVP for Microsoft Dynamics, has deep experience leading global development projects and complex enterprise integration projects.
Mike and Jim are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations.
Kristie Reid is a consulting directing at Sonoma Partners who has led 75+ CRM projects -- from complex ISV developments to large-scale enterprise migrations.
Content
Foreword
Introduction
Part I: Overview and Configuration
Chapter 1: Microsoft Dynamics CRM 2011 Overview
Chapter 2: Setup and Common Tasks
Chapter 3: Managing Security and Information Access
Chapter 4: Data and Document Management
Part II: Solutions
Chapter 5: Solutions Overview and Concepts
Chapter 6: Entity: Fields and Option Sets
Chapter 7: Entity Customization: Forms
Chapter 8: Entity Customization: Views and Charts
Chapter 9: Entity Customization: Relationships
Chapter 10: Entity Customization: Custom Entities and Activities
Chapter 11: Solutions: Web Resources
Chapter 12: Solutions: Client Extensions
Chapter 13: Reports and Dashboards
Part III: Processes
Chapter 14: Workflow Processes
Chapter 15: Dialog Processes
About Sonoma Partners
Introduction
Part I: Overview and Configuration
Chapter 1: Microsoft Dynamics CRM 2011 Overview
Chapter 2: Setup and Common Tasks
Chapter 3: Managing Security and Information Access
Chapter 4: Data and Document Management
Part II: Solutions
Chapter 5: Solutions Overview and Concepts
Chapter 6: Entity: Fields and Option Sets
Chapter 7: Entity Customization: Forms
Chapter 8: Entity Customization: Views and Charts
Chapter 9: Entity Customization: Relationships
Chapter 10: Entity Customization: Custom Entities and Activities
Chapter 11: Solutions: Web Resources
Chapter 12: Solutions: Client Extensions
Chapter 13: Reports and Dashboards
Part III: Processes
Chapter 14: Workflow Processes
Chapter 15: Dialog Processes
About Sonoma Partners