Working with Microsoft Dynamics CRM 2011

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

CONTENTS:

Foreword; Introduction; Who Should Read This Book; Organization of This Book; Prerelease Software; Microsoft Dynamics CRM Online; System Requirements; Code Samples; Acknowledgments; Errata & Book Support; We Want to Hear from You; Stay in Touch; Part I: Overview and Configuration; Chapter 1: Microsoft Dynamics CRM 2011 Overview; 1.1 Life Without Customer Relationship Management; 1.2 Introducing Microsoft Dynamics CRM; 1.3 What’s New in Microsoft Dynamics CRM 2011; 1.4 User Interfaces; 1.5 Entities and Solutions; 1.6 Summary; Chapter 2: Setup and Common Tasks; 2.1 Microsoft Dynamics CRM for Outlook; 2.2 Email in Microsoft Dynamics CRM; 2.3 Mail Merge; 2.4 Queues; 2.5 Summary; Chapter 3: Managing Security and Information Access; 3.1 Mapping Your Needs; 3.2 Security Concepts; 3.3 Managing Users; 3.4 Security Roles and Business Units; 3.5 Summary; Chapter 4: Data and Document Management; 4.1 Data Management; 4.2 Document Management; 4.3 Summary; Part II: Solutions; Chapter 5: Solutions Overview and Concepts; 5.1 Microsoft Dynamics CRM Customizations; 5.2 Solution Framework Overview; 5.3 Solution Components; 5.4 Solution Details; 5.5 Solution Considerations; 5.6 Summary; Chapter 6: Entity: Fields and Option Sets; 6.1 Fields; 6.2 Option Sets; 6.3 Summary; Chapter 7: Entity Customization: Forms; 7.1 Form Components; 7.2 Form Customizations; 7.3 Form Actions; 7.4 Form Controls; 7.5 Using Multiple Forms; 7.6 Summary; Chapter 8: Entity Customization: Views and Charts; 8.1 Customizing Views; 8.2 Customizing Activity Views; 8.3 Customizing Charts; 8.4 Summary; Chapter 9: Entity Customization: Relationships; 9.1 Understanding Entity Relationships; 9.2 Creating Custom Relationships; 9.3 Summary; Chapter 10: Entity Customization: Custom Entities and Activities; 10.1 Custom Entities; 10.2 Custom Activities; 10.3 Summary; Chapter 11: Solutions: Web Resources; 11.1 Web Resources Overview; 11.2 Web Resource Types; 11.3 Web Resource Examples; 11.4 Summary; Chapter 12: Solutions: Client Extensions; 12.1 Understanding the Application Navigation; 12.2 Modifying the Site Map; 12.3 Managing Form Navigation; 12.4 Modifying the Ribbon; 12.5 Summary; Chapter 13: Reports and Dashboards; 13.1 Data Delivery Design; 13.2 Accessing Reports in Microsoft Dynamics CRM; 13.3 Customizing Reports in Microsoft Dynamics CRM; 13.4 Managing Reports with Microsoft Dynamics CRM; 13.5 Customizing Dashboards in Microsoft Dynamics CRM; 13.6 Summary; Part III: Processes; Chapter 14: Workflow Processes; 14.1 Workflow Process Basics; 14.2 Workflow Process Templates; 14.3 Workflow Process Properties; 14.4 Workflow Process Step Editor; 14.5 Dynamic Values in Processes; 14.6 Monitoring Workflow Processes; 14.7 Importing and Exporting Processes; 14.8 Workflow Process Examples; 14.9 Summary; Chapter 15: Dialog Processes; 15.1 Dialog Process Basics; 15.2 Dialog Templates; 15.3 Dialog Properties; 15.4 Monitoring Dialogs; 15.5 Dialog Process Example; 15.6 Summary; About Sonoma Partners;