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Microsoft Dynamics CRM 2013 Unleashed

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Microsoft Dynamics CRM 2013 Unleashed

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About

Features

  • Fully updated to reflect Dynamics CRM 2013 hosted/SaaS deployment, Azure cloud services, SharePoint integration, and the Microsoft Dynamics Marketplace
  • Includes new chapters on mobility, the Outlook client, and Office 2013
  • Covers CRM data visualization, Inbuild Charts and Dashboards, auditing, no-code workflows, the WCF programming model, security improvements, and more

Description

  • Copyright 2014
  • Dimensions: 7" x 9-1/8"
  • Edition: 1st
  • Book
  • ISBN-10: 0-672-33703-7
  • ISBN-13: 978-0-672-33703-1

Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.

Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12.

You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more.

Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book.

Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering
Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed.

Detailed information on how to…

  •   Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly
  •   Use the advanced configuration and customization options that offer you the most value
  •   Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts
  •   Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer
  •   Personalize dashboards, activities, calendars, data import/export, and more
  •   Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices
  •   Integrate schedules, cases, contacts, and product/service information
  •   Build powerful automated workflows, processes, and complete solutions
  •   Deliver CRM applications to smartphones and tablets, including iOS devices
  •   Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights
  •   Extend Dynamics CRM with custom plug-ins and add-ons
  •   Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework

ON THE WEB:

Download all examples and source code presented in this book from
informit.com/title/9780672337031 as it becomes available

Sample Content

Online Sample Chapter

Microsoft Dynamics CRM 2013 Unleashed: xRM Explained

Sample Pages

Download the sample pages (includes Chapter 3 and Index)

Table of Contents

Introduction 1

1 How This Book Is Arranged 5

    Introduction . . .. . . . . . . . . . 5

    Online Versus On-Premise .. . . . . . . . 6

    Updates/Release Cadence . . .. . . . . . . . 8

        On-Premise Updates. . . .. . . . . . . . . 8

        Online Updates . . .. . . . . . . . . . 9

    Summary . . . . . . . .. . . . . . . . . . . . . . 9

2 New Features of Microsoft Dynamics CRM 2013 11. .. . . . . . 11

        Command Bar Versus Ribbon Bar. . . . . . . .. . . . 13

        Navigation Bar Versus Navigation Pane . . . . .. . 15

        Bing Map Integration . . . . . . . . . . .. . . . . 15

        Flow Interface . . . . . . . . . . . .. . . . . 16

        Autosave . . . . . . . . . . . . . .. . . . . . . 17

    Business Process Flows (BPFs) . . . . . .. . . . . . . . . . . . . . 18

        “Ready-to-Use” BPFs . . . . . . . . . . . . .. . . . . . . . . . . . 22

        Native Image Saving Options . . . . . . . .. . . . . . . . . . 23

        Portable Business Logic (PBL)—Business Rules . . . . . . .. . . . . . . 25

    Additional Improvements and Features in Dynamics CRM 2013 . . . . . . . . . . . . 26

        New Forms . . . . . . .. . . . 26

        Mobility . . . . . . . . . .. . . . . . . . . 27

        Reporting Improvements . . . . . .. . . . . . . . . . . . 28

        New Licensing Options . . . .. . . . . . . . . . 28

        Outlook and Exchange Sync (Server-Side Synchronization). . . . . . . . . . . . 28

        Volume Shadow Service (VSS) Support (On-Premise Only) . . . . . . . . . . . . . 30

        New Server Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . 31

        Microsoft Dynamics CRM 2013 Best Practices Analyzer (BPA) (On-Premise Only) . . .. . . . . . . 31

        SQL Table Management as Part of the Upgrade (On-Premise Only) 31

        Data Encryption Option . . . .. . . . . 32

        Multibrowser Support . . . . .. . . . . 32

        MarketingPilot . . . . . . . .. . . . . . . . . 34

    Social Interaction and Communication Tools . . . . .. . . . . . . 35

        Netbreeze . . . . . . .. . . . . . . . . . . . . 35

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