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

CRM Web Services and Assemblies


There are two ways to use CRM services in code: SDK assemblies and service references. Using SDK assemblies is the recommended approach for Microsoft Dynamics CRM 2011 development. So in this chapter, we will only introduce how to use SDK assemblies to access CRM data.

CRM Web Services methods and messages

Microsoft Dynamics CRM 2011 provides two major Web Services:

  1. IOrganizationService: The primary CRM Web Service used to access data and metadata for the specified organization.

    The following diagram shows the methods and messages of IOrganizationService:

  2. IDiscoveryService: Useful in a multi-tenant environment to determine whether a user is a member of the organization, and the endpoint address URL used to access the IOrganizationService Web Service for each of the organizations.

    The following diagram shows the methods and messages of IDiscoverService:

In addition to the above Web Services, CRM also provides a multi-tenant support Web Service: IDeploymentService...