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>

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Microsoft Dynamics CRM 2011 Application Design
Mahender Pal
Dec, 2012 | 236 pages
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Table of Contents (17 chapters)
Microsoft Dynamics CRM 2011 Application Design
Microsoft Dynamics CRM 2011 Application Design
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Microsoft Dynamics CRM 2011
Getting Started with Microsoft Dynamics CRM 2011
Introduction to Microsoft CRM 2011
Deployment options
Microsoft CRM 2011 clients
Software and hardware requirements
Modules
Summary
2
Customizing Microsoft Dynamics CRM 2011
Customizing Microsoft Dynamics CRM 2011
Project Training Enrolment System
Requirement analysis for PTES
Project Training Enrolment System Design
Customization concepts in Microsoft CRM 2011
Data model for PTES
System configuration
Setting up e-mail integration
Customizing Microsoft CRM 2011 for PTES
Creating a marketing list
Using campaign activity in Microsoft CRM 2011
Capturing the campaign response
Summary
3
Using Processes in Microsoft Dynamics CRM 2011
Using Processes in Microsoft Dynamics CRM 2011
Employee Recruitment Management System basics
Employee Recruitment Management System design
Data model
Customizing entities for Employee Recruitment Management System
Creating/customizing entity fields:
Setting a security model for ERMS
Setting field-level security in Microsoft CRM 2011
Processes in Microsoft CRM 2011
Workflow scope
Workflow steps
Importing data in Microsoft CRM 2011
Testing Employee Recruitment Management System
Summary
4
Implementing Business Logic through Plugins
Implementing Business Logic through Plugins
Application scope
Hotel Management System Design
Data model for a hotel management system
Customizing and configuring Microsoft CRM 2011 using sub-grids
Setting up a product in Microsoft CRM 2011
Understanding plugins in Microsoft CRM 2011
Summary
5
Using Web Resources in Microsoft CRM 2011
Using Web Resources in Microsoft CRM 2011
Understanding web resources in Microsoft CRM 2011
Creating web resources in Microsoft CRM 2011
Attaching a web resource to Microsoft CRM 2011 entities
Sample application using a Silverlight web resource
A Silverlight web resource
Bing Maps basics
Deploying the Silverlight application in Microsoft CRM 2011
Introduction to dashboards in Microsoft CRM 2011
Testing our application
Summary
6
Using External Web Applications in Microsoft CRM 2011
Using External Web Applications in Microsoft CRM 2011
Application development for Microsoft CRM 2011
Early bound classes
Late bound classes
Microsoft CRM 2011 web services
Creating editable grid views for Microsoft CRM 2011
Deploying custom web applications to Microsoft CRM 2011
The testing application
Summary
7
Using Mobile Client in Microsoft CRM 2011
Using Mobile Client in Microsoft CRM 2011
Introduction to the mobile client for Microsoft CRM 2011
Security permissions required for Mobile Express
Accessing Mobile Express
Entities exposed to Mobile Express
Functionalities available in Mobile Express
The Mobiles Express form
The Mobile Express view
Creating and editing Microsoft CRM 2011 data
Other mobile solutions for Microsoft CRM 2011
Summary
8
Issue Tracker Using Microsoft CRM 2011
Issue Tracker Using Microsoft CRM 2011
Issue Tracker basics
Application scope
Issue Manager design
Customizing Microsoft CRM 2011 for Issue Manager
Setting up security roles
Plugin to generate auto ID
Plugin versus custom workflow assembly
Issue assignment process
Working with custom workflows
Sending notifications using workflows
Creating the Issue Manager dashboard
Summary
Data Model
Data Model
Data model
Hotel Entity Data Model and Design
Hotel Entity Data Model and Design
Room entity data model
Food entity data model
Customer entity data model
Product entity data model
Bill entity data model
Index
Index

Introduction to dashboards in Microsoft CRM 2011

Dashboards are a new feature added in Microsoft CRM 2011, which help us to easily access all of our business data in different formats. We can use different components such as charts, graph, lists, IFrame, web page, and Silverlight web resources in a dashboard to view Microsoft CRM 2011 data. By default, a single dashboard can have six components. We can easily create dashboards using the OOB templates available in Microsoft CRM 2011.

Tip

In the Microsoft CRM 2011 on-premise deployment, we can use PowerShell to increase the number of components to be displayed on a dashboard.

Now let's create a dashboard in Microsoft CRM 2011 to host our Silverlight web resource. Use the following steps to create the dashboard and place our web resource in it:

  1. Navigate to Dashboards from the left-hand side navigation section and select New:

  2. Select Dashboard Layout and click on Create.

  3. Name it Show Accounts.

  4. Remove all web resource containers except one.

  5. Click on...

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