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

Plug-ins


With Plug-ins we can extend or customize the functionality of the Microsoft Dynamics CRM platform by integrating the custom business logic (code). Plug-ins are triggered by the message with which they're registered on the Microsoft Dynamics CRM platform.

For example, we can register a Plug-in to perform some business logic every time a Flight record is created. We can also define whether to run the business logic BEFORE the Flight record is saved in the CRM organization database (Pre-Event) or AFTER the Flight record is saved in the CRM organization database (Post-Event).

Notice that some of the business logic can also be accomplished with JavaScript, which is a Client-Side programming method, such as data validation or user interface design, and so on. The Client-Side script depends on the user's browser and is triggered by the CRM form events. By contrast, the plug-ins are triggered by the platform events—that is, importing bulk Flight records can trigger Plug-in events, but doesn...