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

What is new in CRM 2011?


Client-side programming offers ways for us to interact with the entity forms by using JScript, through different events provided in Microsoft Dynamics CRM. We often use client-side programming to perform data validation, automation, and process enhancement, because it can provide an immediate response back to the users. Let's walk through the new features.

Web Resources

Web Resources is new in CRM 2011. Web Resources provides a way to store files virtually in the Microsoft Dynamics CRM database, so that we can retrieve them by using a URL address. You may think of Web Resources as a folder on your local computer, and you can create folders within this folder in order to organize your files.

Web Resources, as shown in the following screenshot, contains files that can be used to customize and extend the Microsoft CRM Web application. This includes HTML files, Script, and Silverlight applications. All files in the Web Resources repository can be referenced by using URL...