Working with Microsoft Dynamics CRM 2011

Mike Snyder, Jim Steger, Kristie Reid (Autoren)

Buch | Softcover

624 Seiten

2011
Microsoft Press,U.S. (Verlag)
978-0-7356-4812-8 (ISBN)

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Whether you're an IT professional, a developer, or a power user, you'll get pragmatic, hands-on insights for customizing Microsoft Dynamics CRM 2011 in your organization-with or without programming.

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

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.

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

Erscheint lt. Verlag	15.4.2011
Verlagsort	Redmond
Sprache	englisch
Maße	189 x 227 mm
Gewicht	1068 g
Themenwelt	Informatik ► Office Programme ► Office
ISBN-10	0-7356-4812-3 / 0735648123
ISBN-13	978-0-7356-4812-8 / 9780735648128
Zustand	Neuware