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

SOAP and REST endpoints


Microsoft Dynamics CRM 2011 has two services available, and each service provides specific strengths when it comes to client-side programming. SOAP endpoint is recommended for retrieving metadata, assigning records and executing messages programmatically. REST endpoint is recommended for creating, retrieving, updating, and deleting records. It is also recommended for associating and disassociating records. Both of these web services rely on the authentication provided by CRM; the web services are not accessible outside of the application. You can use the web services within JScript libraries, Web Pages, and Silverlight Controls that are stored in Web Resources.

SOAP endpoint

The SOAP endpoint provides access to all of the messages defined in the Organization service. There is no strong type support, and only the types defined within the WSDL will be returned.

The SOAP endpoint uses the Organization service, and the authentication is provided by the application. You...