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

System requirements


Microsoft Dynamics CRM Server 2011 and SharePoint Server 2010 require certain hardware and several software applications that work together. We are going to install and set up all of the components for our development workspace in a single virtual image.

Note

Before setting up Microsoft Dynamics CRM and SharePoint Server for your production environment, please refer to the Implementation Guide for hardware and software requirements for each of the products.

Hardware requirements

Microsoft Dynamics CRM Server 2011 requires 64-bit hardware.

The following table lists the minimum and recommended hardware requirements for a Microsoft Dynamics CRM server running in a Full Server configuration. These requirements assume that additional components, such as Microsoft SQL Server, Microsoft SQL Server Reporting Services, Microsoft SharePoint, and Microsoft Exchange Server are not currently installed or running on the system.

Components

Minimum

Recommended

Processor

x64 architecture or compatible dual-core 1.5 GHz processor

Quad-core x64 architecture 2 GHz CPU or higher such as AMD Opteron or Intel Xeon systems

Memory

2 GB RAM

8 GB RAM or more

Hard disk

10 GB of available hard disk space

40 GB or more of available hard disk space

Note

Because we will have SharePoint Server 2010 installed on the same virtual image, it requires at least 4 GB RAM and a Duo-core x64 architecture 2 GHz CPU to run both server products smoothly. Alternatively, you may install SharePoint Foundation 2010 instead of SharePoint Server 2010, for better performance.

Software requirements

Microsoft Dynamics CRM Server 2011 must be installed on a 64-bit operating system. The following table lists the supported software requirements for CRM and SharePoint:

Components

Supported

Operating System

Windows Server 2008 (x64), Standard, Enterprise, Datacenter, Web Server, Small Business Server Standard or Small Business Server Premium edition, with SP2 or a later version

SQL Server and Reporting Services

Microsoft SQL Server 2008 (x64), Standard, Enterprise, Datacenter or Developer edition, with SP1 or a later version

Internet Information Services (IIS)

IIS 7.0 or a later version, in Native Mode

Active Directory modes

Windows 2000 Mixed or Native, Windows 2003 Interim or Native, Windows 2008 Interim or Native

.Net Version

ASP .NET 4.0

Software Component Prerequisites

SQL Server Agent service, SQL Server Full Text Indexing, Indexing Service, IIS Admin, World Wide Web Publishing, and Windows Data Access Components (MDAC) 6.0

Note

For more details about the Microsoft Dynamics CRM Server 2011 hardware and software requirements, please visit http://technet.microsoft.com/en-us/library/gg554695.aspx.