Microsoft Dynamics CRM 2011 New Features by Jim Wang, Darren Liu

By Jim Wang, Darren Liu

Get up-to-speed with the hot beneficial properties of Microsoft Dynamics CRM 2011 with this Dynamics CRM booklet and publication grasp the hot beneficial properties of Microsoft Dynamics 2011 Use client-side programming to accomplish info validation, automation, and strategy enhancement research robust occasion pushed server-side programming equipment: Plug-Ins and tactics (Formerly Workflows) expand Microsoft Dynamics CRM 2011 within the Cloud intimately Microsoft Dynamics CRM 2011 deals intriguing new good points that assist you construct and hold a strong consumer courting administration procedure on your employer. This ebook is your one cease source to familiarize yourself with all of the new good points of Dynamics CRM 2011. To make studying enjoyable and interesting, we are going to construct an Airline reimbursement administration (ACM) approach utilizing Dynamics CRM 2011. The e-book starts off by means of developing the advance surroundings for Microsoft Dynamics CRM 2011. we are going to then construct a structural structure for the ACM procedure and configure it in Dynamics CRM 2011. whereas doing this, we'll know about the recent customization positive factors provided by means of Dynamics CRM 2011. we'll then stream directly to facts uploading and should hide the Import info Wizard instrument, in addition to the Import file/data internet provider which gives extra services that aren't to be had within the Import facts Wizard. we are going to use client-side programming to accomplish facts validation, automation, and technique enhancement and study strong occasion pushed server-side programming equipment: Plug-Ins and procedures (Formerly Workflows). The publication then steers you in the direction of SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and lengthening Dynamics CRM 2011 within the cloud. ultimately we'll package deal the ACM answer and easy methods to set up it. What you are going to research from this publication organize a improvement setting for Dynamics CRM 2011 Import your very important information from numerous resources utilizing the Import facts Wizard Use net assets to shop documents nearly Visualize your facts utilizing filters, charts, and dashboards customise the default Microsoft Dynamics ribbon enhance rfile administration on your CRM process by means of integrating it with SharePoint 2010 technique This ebook is full of sensible steps and screenshots to make studying enjoyable and addictive. you are going to discover ways to construct a whole Airline repayment administration procedure utilizing Dynamics CRM 2011. Who this booklet is written for if you'd like a centred e-book that will get you up-to-speed with the recent beneficial properties of Microsft Dynamics CRM 2011 then this is often the precise booklet for you.

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Sample text

Solution and publisher Microsoft Dynamics CRM 2011 provides a rich framework on which the business application can be built. It has the notion of "solution" by providing full support to create, install, upgrade, and delete business applications that run on the CRM framework. The solution concept is new to Microsoft Dynamics CRM 2011. A solution is a container of components designed to provide specific business functionality. The valid components that can be included in the solution are data model, modification to the CRM user interface, web resources such as images, HTML pages, JavaScript libraries, processes, plug-in code, and translations.

Each form in CRM 2011 ties to a specific security role. 0. Views display data by using specified filters; these define how the data should be displayed in CRM. Chart Charts are new in CRM 2011. A chart presents the entity's data visually by mapping textual values on two axes: horizontal (x) and vertical (y). 0. They still support one to many (1:N), many to one (N:1), and many to many (N:N) relationships. You can browse and set up relationships in the Solution Explorer. [ 27 ] System Design and Configuration Attribute You may still use the old ways of creating the entity attribute by navigating to Settings | Customizations | Customize System.

So Microsoft Dynamics CRM is not just managing the "customers"; it can be customized to manage "anything" that fits for the business requirement. Administration Navigate to Settings | System | Administration. System settings The System Settings module allows the configuration of global application settings such as general settings, calendar, formats, auditing, email, marketing, customization, Outlook, reporting, and goal settings. You can easily find and configure these in System Settings. ACM has a requirement that: • All usernames are set up with First Name and Last Name.

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