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

Processes


In Microsoft Dynamics CRM 2011, Workflows and Dialogs are called Processes.

  • Workflow: An automated asynchronous process that is triggered by CRM events, or an asynchronous process that is initially triggered by user input, and then runs in the background to completion without interacting with the user.

  • Dialog: A synchronous process that requires the user's input via a wizard-like web interface from the beginning to completion.

A detailed comparison of Workflows and Dialogs is available in the SDK, at: http://msdn.microsoft.com/en-us/library/gg309471.aspx. A summary is provided below.

Workflows

Dialogs

Can either be started by a user or be automated.

Must be started by a user.

Are asynchronous processes, and do not require user input to run to completion. These processes run in the background.

Are synchronous processes, and require user input to run to completion. When you run these processes, a wizard-like interface is presented to you so that you can make appropriate selections...