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

Working with Filters


In the previous version of Microsoft Dynamics CRM, we had to export the data to Excel in order to perform filtering on the data. However, Microsoft Dynamics CRM 2011 gives end users the ability to filter on the list of data within the application. In this way, the users can obtain their important data in just a few clicks. To apply a filter to a list, simply click on the Filter button in the Data group on the ribbon:

You can also click the Filter button under the View tab on the ribbon. Here, we are going to apply a filter to the list and create our own custom filter.

Applying Filters

Once we click on the filter button in the Data group on the ribbon, the filter arrows appear in the grid column headers as shown in the following screenshot:

Click on the arrow to the right of a column header to bring up the filter menu for that column, as shown in the next screenshot. The menu options change based on the attribute type. All attributes provide the capability to sort the data...