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Microsoft Dynamics CRM 2011 New Features

Book Description

Get up-to-speed with the new features of Microsoft Dynamics CRM 2011

  • 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.

    Table of Contents

    1. Microsoft Dynamics CRM 2011 New Features
      1. Microsoft Dynamics CRM 2011 New Features
      2. Credits
      3. About the Authors
      4. Acknowledgement
      5. About the Reviewers
      6. www.PacktPub.com
            1. Support files, eBooks, discount offers and more
              1. Why Subscribe?
              2. Free Access for Packt account holders
              3. Instant Updates on New Packt Books
      7. Preface
        1. What this book covers
        2. What you need for this book
        3. Who this book is for
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Errata
          2. Piracy
          3. Questions
      8. 1. Setting Up the Development Workspace
        1. System requirements
          1. Hardware requirements
          2. Software requirements
        2. Workstation requirements
        3. Virtualization options
        4. Setting up Microsoft Hyper-V
        5. Setting up the Server Environment on the VM
          1. Windows Server 2008 R2 and SQL Server 2008 R2 installation
        6. Setting up SharePoint 2010
          1. Installing SharePoint 2010 Server
          2. Creating a SharePoint web application that supports both Windows and Claims Based Authentication
        7. Setting up Microsoft Dynamics CRM 2011
          1. Microsoft Dynamics CRM On-Premise
        8. Setting up Development Tools
        9. Summary
      9. 2. System Design and Configuration
        1. Airline Compensation Management system
          1. Vision and scope
          2. ACM system overview
          3. System architectural design
          4. Defining the ACM data model
        2. CRM 2011 customization improvement
          1. Entity
          2. Form
          3. View
          4. Chart
          5. Relationship
          6. Attribute
          7. Navigation
          8. Header and Footer
        3. Configuring the ACM system
          1. Administration
            1. System settings
          2. Solution and publisher
            1. Creating a solution publisher
            2. Creating a solution
          3. Creating an Entity for the ACM solution
            1. Airport
              1. Form customization
              2. Main form
              3. View customization
              4. Views—Active Airports and other Views
            2. Flight route
              1. Main form
              2. Relationships
              3. Views—Active Flight Routes and other Views
            3. Flight
              1. Main form
              2. Form header
              3. Views—Active Flights and other Views
            4. Crew Member
              1. Main form
              2. Entity navigation pane
              3. Views—Active Flight Attendants and other Views
            5. Compensation
              1. Main form
              2. Views—All Compensations and other Views
        4. Publishing customizations
        5. ACM system security structure
        6. Summary
      10. 3. Data Import
        1. CRM 2011 Import Data Wizard
          1. Supported file types
          2. Single entity import with an attachment
            1. Downloading a template for the import
            2. Filling in the template
            3. Including a note and an attachment
            4. Duplicate data detection
            5. Data import using ZIP file
          3. Importing multiple entities with Data Map
            1. Data Map
            2. A single CSV file
            3. Data import using Data Map
            4. Data update
        2. CRM data import options
        3. Summary
      11. 4. Client-Side Programming
        1. What is new in CRM 2011?
          1. Web Resources
            1. Creating a new web resource
            2. Referencing a web resource
              1. $webresource directive
              2. Relative URL
              3. Full URL
          2. Form and Field events
        2. Xrm.Page namespace
        3. SOAP and REST endpoints
          1. SOAP endpoint
            1. Using the SOAP endpoint with JScript
            2. Using the SOAP endpoint with Silverlight
          2. REST endpoint
        4. Summary
      12. 5. Server-Side Programming
        1. CRM Web Services and Assemblies
          1. CRM Web Services methods and messages
          2. SDK Assemblies
          3. Early-Bound and Late-Bound
          4. Data queries
        2. Plug-ins
          1. Event framework
          2. Developing a Plug-in
            1. DLL references
            2. IPluginInterface and the Execute method
            3. Input and output parameters
            4. Pre and post entity images
            5. Security
            6. A Plug-in example
            7. Using the CRM Developer Toolkit to build a Plug-in
        3. Processes
          1. Workflow
            1. Workflow versus Plug-ins
              1. A Workflow example
          2. Dialog
            1. A Dialog example
        4. Summary
      13. 6. SharePoint Integration
        1. Preparing for SharePoint integration
          1. SharePoint site collection
          2. CRM List Component for SharePoint
        2. SharePoint Integration
          1. Document Management Settings
          2. SharePoint Sites and Document Locations
            1. SharePoint Document Set
            2. SharePoint Document ID
          3. Document View
          4. Security settings
        3. Summary
      14. 7. Charts and Dashboards
        1. What is new in CRM 2011?
        2. Working with Filters
          1. Applying Filters
          2. Custom Filter
        3. Working with Charts
          1. System Charts
          2. Drilldown on Charts
          3. Creating Charts
          4. Assign and Share Charts
            1. Assign Chart
            2. Share Chart
          5. Beyond the basics
        4. Working with Dashboard
          1. System Dashboards
          2. Creating Dashboards
          3. Assign, Share, and Set As Default a Dashboard
        5. Summary
      15. 8. Extending Microsoft Dynamics CRM 2011 in the Cloud
        1. Extending Microsoft Dynamics CRM 2011 in the Cloud
          1. Microsoft Cloud offerings
            1. Windows Azure platform
            2. Microsoft Office 365
          2. CRM 2011 Portal Solutions
            1. Crew Portal
            2. Microsoft Dynamics Marketplace
          3. Customer Portal for Microsoft Dynamics CRM 2011
            1. Setting up the portal on the development workspace
              1. Registering the URL on Windows Azure and Windows Live
                1. Registering the URL prefix on Windows Azure
                2. Registering the Web Application on Windows Live
                3. Verifying the Domain
              2. Setting up the DNS zone
              3. Creating the Crew Portal website
              4. Importing the Portal Solution into Microsoft Dynamics CRM
              5. Deploying the Portal Solution
              6. Testing the Portal
            2. Portal customization
              1. Rebranding the portal website
              2. Editing the Profile page
              3. Adding a Compensation page
            3. Exporting a solution and bringing it to the cloud
          4. CRM E-mail support
            1. CRM E-mail Router
            2. Setting up CRM E-mail Router with Office 365 Exchange Online
        2. Summary
      16. 9. Sitemap and Ribbon Customization
        1. Working with SiteMap
          1. SiteMap XML references
          2. SiteMap configuration options
            1. Changing Labels
            2. Changing Icons
            3. Adding or removing elements
            4. Adding New Pages/Links
            5. Grouping Links within Areas
            6. Customizing the Get Started Pane
            7. Changing the Workplace profile options
            8. ACM SiteMap customization
        2. CRM 2011 Ribbon overview
          1. Exporting Default Ribbon definitions
          2. Entity Ribbons
          3. Grid Ribbons
          4. Sub Grid Ribbons
          5. Form Ribbons
        3. Working with Ribbons
          1. Exporting Ribbon definitions
          2. Adding a To Button to the Application Ribbon
          3. Adding a Custom Button to the Entity Ribbon
        4. Hiding a Ribbon element
        5. Summary
      17. 10. Packaging It Up
        1. What is new in CRM 2011?
          1. Solution
          2. Solution Publisher
        2. Packing an ACM Solution
          1. Entities
        3. Difference between Unmanaged and Managed Solutions
          1. Unmanaged
          2. Managed
            1. Updating Managed Solutions
            2. Conflict resolution
            3. Managed properties
            4. Dependency tracking
        4. Export and Import Solution
          1. Exporting a solution
          2. Importing a solution
        5. Summary