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Working with Microsoft Dynamics CRM 2011

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Working with Microsoft Dynamics CRM 2011

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  • List Price: $39.99
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  • Copyright 2011
  • Dimensions: 7-3/8" x 9"
  • Edition: 1st
  • eBook (Watermarked)
  • ISBN-10: 0-7356-4905-7
  • ISBN-13: 978-0-7356-4905-7

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

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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