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

Downloads

Downloads

Follow the instructions to download this book's companion files or practice files.

1. Click the Download button below to start the download.
2. If prompted, click Save.
3. Locate the .zip file on your computer. Right-click the file, click Extract All, and then follow the instructions.

Sample Content

Sample Pages

Download the sample content

Table of Contents

• 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

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