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

Dialog


Dialogs are the interactive and synchronous processes that collect and process information by using wizard-like web interfaces to direct users through a process.

Note

Dialogs require user's input to run the processes. A dialog can only be run online through the CRM Web application; you cannot run a dialog using CRM SDK or CRM Outlook Offline Access.

A Dialog example

Let's start building a Dialog to understand how it works. In this demo, we are going to build a Dialog to help ACM operators to quickly add comments to an existing Flight. A Phonecall record will be created after the Dialog process.

So the user story is like this: A crewmember calls in >>an ACM operator answers the phone and finds out the reason of the call >> verifies the caller's identity >> the crew member makes a comment about a flight >> the ACM operator carries out the request >> a Phonecall record is created in the CRM, with the sender (Crew Member) and related (Flight) information.

We can...