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

Preparing for SharePoint integration


The airline company is using Microsoft SharePoint 2010 internally. They like the document management capability in SharePoint, as they have some experience in CRM. They especially want to have documents relating to Airport, Crew Member, and Flight.

SharePoint site collection

First of all, we need to create a SharePoint 2010 site collection to host the CRM documents for Airport, Crew Member, and Flight.

Go to the SharePoint 2010 central administration site, create a new web application, and then create a new site collection called CRM Documents. Select the "Document Center" as the template when creating the site collection. The URL for the site collection is http://bps:6666.

If you have installed SharePoint Foundation 2010, you can also create a site collection in it.

The following screenshot shows the homepage of the CRM Documents.

Next, we will need to install the CRM List Component on this SharePoint site collection.

CRM List Component for SharePoint

The...