Book Image

Microsoft Dynamics CRM 2011 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2011 Application Design

By: Mahender Pal

Overview of this book

<p>Microsoft Dynamics CRM is an out of the box solution for your business's sales and marketing needs. Giving you the tools and services you need to run efficiently and effectively. <br /><br />"Microsoft Dynamics CRM 2011 Application Design" is the solution to your business needs. Whether you are just starting out or are an old hand this book will provide you with the results you need. Guiding you through real world applications that will benefit your business instantly.<br /><br />Throughout this book you will be building your knowledge through hands on application development from a simple employee recruitment application through to managing an entire hotel.<br /><br />The first chapter is a whirlwind tour of Microsoft CRM preparing you for the applications that lies ahead. As you progress through the book your skills will be developed and stretched further as you customize CRM for your own needs. Each chapter will build up your skill with applications that cover ERP, business logical and an array of other topics that will ultimately allow you to develop your own advanced applications. Then you will utilize your skills to develop web and even mobile applications that can be used in any aspect of your day. The final challenge for you to overcome is an issue tracking application that will test the skills you have learnt to the limit.<br /><br />"Microsoft Dynamics CRM 2011 Application Design" gives you the tools you need to successfully build fully customized applications for all of your business needs.</p>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Data Model
Index

System configuration


We are using the Microsoft CRM 2011 on-premise deployment for our PTES application. We have installed the Microsoft CRM 2011 application on a single server. One key requirement for PTES is to capture the campaign responses in Microsoft CRM to track the effectiveness of the campaign. Microsoft CRM 2011 provides OOB marketing entities that can be used to implement the marketing process. We can use the Campaign Response entity to automate the campaign response creation process in Microsoft CRM. For example, when we create an e-mail campaign activity in our campaign and distribute it, Microsoft CRM 2011 will create individual e-mail activity records based on the marketing list members who have subject information in the related field. If the recipient of the e-mail sends back an e-mail in reply, Microsoft CRM will automatically match the incoming message with the e-mail activity based on the information in the e-mail subject. If Microsoft CRM finds a match, it creates a...