Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Configuring Internet-facing Deployment (IFD)


Microsoft Dynamics CRM 2011 supports Internet-facing Deployment (IFD) so that remote users can connect to the application through the Internet. The following Internet-facing Deployment configurations are supported:

  • Microsoft Dynamics CRM 2011 for internal users only

  • Microsoft Dynamics CRM 2011 for internal users and IFD access

  • Microsoft Dynamics CRM 2011 for IFD-only access

Configuring an IFD enables access to Microsoft Dynamics CRM 2011 from the Internet outside the company firewall without the need for a virtual private network (VPN) solution. Microsoft Dynamics CRM 2011 configured for Internet access uses Claims-based authentication to verify the credentials of external users. When Microsoft Dynamics CRM 2011 is configured for Internet access, integrated Windows authentication must remain in place for internal users.

To let users access the application over the Internet, the server that is IIS and where the Microsoft Dynamics CRM 2011 application...