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

Chapter 4. Data Management

Data management is a very important feature for any CRM system. No matter how flexible and feature rich the system is, unless there is relevant data within the CRM system the end users will not find it useful. Data import and export functionality along with duplicate detection and audit management are a significant part of data management in the Dynamics CRM 2011 system. In this chapter, we will discuss the main pillars of data management inside the Dynamics CRM 2011 system: Import Data Wizard , Bulk Deletion Wizard , duplicate detection , and Audit management.

The following recipes will be discussed in this chapter in detail:

  • Importing data into Dynamics CRM 2011 with Import Data Wizard

  • Exporting Dynamics CRM 2011 data to Microsoft Excel

  • Cleaning data using Bulk Deletion Wizard

  • Creating duplicate detection rules

  • Scheduling duplicate detection jobs

  • Enabling auditing in the Dynamics CRM 2011 system

  • Viewing and cleaning audit records