Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

About the Reviewers

Salim Adamon is a seasoned Dynamics CRM professional. He has participated in numerous CRM solution implementations in the east of Canada and in the United States. Throughout his work experience, he has proven his versatility across multiple project phases, acting as a business analyst, developer, or solution architect.

He is a blogger, writer, speaker, and has been awarded the Microsoft Most Valuable professional for Microsoft Dynamics CRM.

Guillermo Barker is an Electrical Engineer (Universidad de Chile) and CRM consultant. He was awarded the Microsoft MCT and MAP last year.

Prior to working as a CRM consultant, as service manager for CMetrix, Guillermo has spent almost 20 years in service management, using a variety of CRM platforms. This experience gave him a wide knowledge on how to design and configure different capabilities in a Dynamics CRM implementation and how they can impact user adoption.

Additionally, he has helped many companies with CRM installation, deployment, reporting, and configuration.

He is academic and trainer for Golden Training and Comunidad CRM (www.comunidadcrm.com) and a frequent contributor to the Comunidad CRM community on Internet. He has reviewed Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide, Packt Publishing.

You can read more about him on his LinkedIn profile at http://www.linkedin.com/profile/view?id=32635763&trk=tab_pro or his blog at http://www.comunidadcrm.com/guillermobarker/.

Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant who specializes in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the north east of England.

Ian has worked with Microsoft Dynamics GP since 2003, and over the years, he has dealt with all the aspects of the product life cycle—from presales to implementation, technical and functional training, post go-live support, and subsequently upgrades and process reviews.

Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role since the time he joined Perfect Image, dealing with Microsoft Dynamics CRM—with especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

Ian is the coauthor of Microsoft Dynamics GP 2013 Cookbook and the author of Microsoft Dynamics GP 2013 Financial Management and Implementing the Microsoft Dynamics GP Web Client. He has produced the Microsoft Dynamics GP Techniques Online learning course and is the technical reviewer of both Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook.

In his spare time, Ian runs the azurecurve—Ramblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)—blog dedicated to Microsoft Dynamics GP and related products.

The most recent offshoot of running his blog is that he has started writing plugins to extend the functionality of the blogging platform WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk) contains information on his plugins and also the new blog, where he discusses how the development of plugins is done.

Harry Riddle is a Data Analyst who certified on Dynamics CRM in 2004 with Automated Options, Inc. in Spokane, Washington, USA and has focused his career on custom implementations. Harry has reviewed Microsoft Dynamics CRM 2011 New Features, Packt Publishing.

Tanguy Touzard is a technical consultant and a solution architect at Javista in Paris, France. He has been working with Microsoft Dynamics CRM for more than ten years on various project aspects, such as development, consulting, and training. He is a Microsoft MVP since 5 years.

Tanguy is the creator of XrmToolBox, a set of tools that allow nondevelopers to customize Microsoft Dynamics CRM with lesser effort than what these tasks normally require. This project also allows other developers to create their own tools for XrmToolBox. The project is available on CodePlex at http://xrmtoolbox.codeplex.com.

James Wood is a consultant at Gap Consulting, with skills in the end-to-end implementation of Microsoft Dynamics CRM Enterprise Solutions. He graduated from the University of Huddersfield and stood first in computer games programming before making the switch to business applications.

He has worked with Microsoft Dynamics CRM for almost five years and is an able developer of bespoke applications. He has worked on a number of small-to-large implementations in sectors such as local and regional government, education, defense, banking, manufacturing, welfare, and health care.

In his spare time, he has developed a number of custom tools for Microsoft Dynamics CRM, including an IronPython scripting tool.

He is also the technical reviewer of Microsoft Dynamics CRM 2011 Application Design, Microsoft Dynamics CRM 2011 Reporting, and Microsoft Dynamics CRM 2011 Cookbook.

You can read his blog at www.woodsworkblog.wordpress.com.