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

Summary


Microsoft Dynamics CRM 2011 provides new analytics and reporting capabilities to end users. It also provides the ability for the developer to extend the functionality if the out-of-the-box analytics are not able to fulfill the business requirements.

In this chapter, we walked through how to use Filters with the list, how to use Charts, and also how to create Custom Charts. We also covered Dashboards in CRM 2011, and now know how to use the System Dashboards and how to create our own Custom Dashboards. The new business intelligence capabilities in the application allow us to visualize the data better, in order to help us drive more sales, support our customers better, and make better business decisions. In the next chapter, we will introduce how to extend Microsoft Dynamics CRM 2011 in the cloud.