Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Scheduling duplicate detection jobs


In the previous recipe, we discussed how to create duplicate detection rules. After creating these rules, we can periodically detect duplicates in the system and take corrective action for maintaining data quality in the system. In this recipe, we will delve into the creation of periodic duplicate detection jobs in Dynamics CRM 2011 system.

How to do it…

Perform the following steps to configure duplicate detection jobs:

  1. Log in to the Dynamics CRM 2011 system as a user having relevant permission.

  2. Navigate to Settings | System | Data Management | Duplicate Detection Jobs or to Workplace | My Work | Duplicate Detection.

  3. Click on the New button in the Actions menu.

  4. The Welcome to the Duplicate Detection Wizard page will launch. Click on Next to proceed.

  5. In the Select Records page, select the entity against which the duplicate detection job has to be configured from the Look for drop-down list. Entities against which duplicate detection rules are published will only...