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

Creating a new unmanaged solution


After the creation of a new solution publisher, the next customization step is to create an unmanaged solution to contain the customizations. In this recipe, we will discuss how to create an unmanaged solution.

How to do it…

Perform the following steps to create an unmanaged solution:

  1. Log in to the Dynamics CRM 2011 system as a system administrator or a user having customization access rights.

  2. Navigate to Settings | Customization | Solutions.

  3. Click on New in the actions menu.

  4. The Solution: New page will pop up. Provide the following details on this page:

    Settings

    Description

    Display Name

    The name of the solution.

    Name

    Microsoft Dynamics CRM 2011 generates a unique name based on the Display Name value. We can edit this name, but the name can only contain alphanumeric characters and underscores.

    Publisher

    We can associate a publisher with the solution. Use the lookup button to search for a publisher.

    Configuration Page

    The solution configuration...