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 data import options


There are many ways that you can import data into Microsoft Dynamics CRM. Typically in CRM 2011 you had:

  1. CRM Import Data Wizard.

  2. Custom Code with CRM Web Service (which provides additional capabilities that are not available in the Import Data Wizard).

  3. Microsoft family, that is Biztalk Server, SQL Server.

  4. A third-party tool, that is Scribe Insight.

The data import is usually a serious piece of work. Before making the decision about how to do it, you need to clearly understand the business requirements. Ask some questions about the frequency of the data import (one time import, on schedule, or on demand), the size of the data, dependencies, and so on. Sometimes you don't even need to use the Data Import services when writing custom code; a simple CRM Create/Update method could solve your problem.