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

CRM 2011 Ribbon overview


The navigation within Microsoft Dynamics CRM 2011 has completely changed. Similar to the Microsoft Office application, Microsoft Dynamics CRM 2011 introduces the ribbon, as shown below, as the primary location of controls that are used to perform actions in the application:

There are some key concepts that you need to understand, and also common tasks you will need to perform, when customizing the ribbon. In order to customize the ribbon, it would help if you have a background in XML because as of now when we at the time of writing this book, there are no tools available for customizing the ribbon.

Microsoft Dynamics CRM contains a default definition for all of the ribbons in the application. You can export and view the current XML code that defines the ribbon for your own CRM organization, but you can't update the XML directly. Keep in mind that if you want to change the ribbon, you need to define how you want it changed. All of the changes that you want to make...