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 2011 customization improvement


The entity customization experience in CRM 2011 is similar to Microsoft Dynamics CRM 4.0, which allows you to customize almost all of the entities. However CRM 2011 has made some improvements to the overall customization experience. One of the improvements is that it allows a CRM user who has entity customization privileges to quickly bring up the form customization designer. All you have to do is click on the Customize tab within the entity record, as indicated in the following screenshot:

Additional customization improvements in CRM 2011 are that it allows you to create the attributes and relationships within the designer, it allows you to customize the left navigation items, and it also allows you to drag and drop the fields onto the form:

Entity

Creating entities in CRM 2011 offers an intuitive user-experience for system customizers. To create an entity, simply follow these steps:

  1. Navigate to the ACM Solution.

  2. Click New on the grid navigation menu.

  3. Select...