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

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

Updates

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