Book Image

Microsoft Dynamics CRM 2011 New Features

By : Jim Wang, Darren Liu
Book Image

Microsoft Dynamics CRM 2011 New Features

By: Jim Wang, Darren Liu

Overview of this book

Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud. Finally we will package the ACM solution and learn how to deploy it.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 New Features
Credits
About the Authors
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Packing an ACM Solution


Once the solution is created, we can now add the related ACM components to this solution. Let's do a walk through of how to add entities to the solution. To add the rest of the components, we can follow similar steps.

Entities

To add entities to the solution, navigate to the Entities area. We can perform the following actions in this area, from the grid toolbar in this section, as shown:

  • Create New Entity

  • Add Existing Entities

  • Delete Entities

  • Remove Entities

  • Show Dependencies

  • Add Required Components

  • Managed Properties

For our ACM solution, we are going to add the following entities, as shown:

  • Airport

  • Compensation

  • Crew Member

  • Flight

  • Flight Route

If we want to include all of the entities that the specific entity is related to, select the entity in the solution, then click on the Add Required Components button on the grid toolbar.

Following similar steps to those outlined above, add OptionSets, Web Resources, Plug-ins, Processes, Reports, and Dashboards to the solution for the ACM system...