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

Setting up SharePoint 2010


Install and configure SharePoint Server on the VM. Create a new site collection called CRM Document Workspace.

Installing SharePoint 2010 Server

  1. Install KB979917—QFE for Sharepoint issues—Perf Counter fix & User Impersonation.

  2. Run the SharePoint installation file, and follow the wizard to install the software prerequisites first, and then install the SharePoint Server:

    Configuration Database Server

    BPS

    Configuration Database Name

    SharePoint_Config

    Database Access Account

    xrm\AdminService

    Specify port number

    2010

    Authentication Provider

    NTLM

Creating a SharePoint web application that supports both Windows and Claims Based Authentication

  1. Create a new Web Application:

    Authentication

    Claims Based Authentication

    IIS Web Site

    SharePoint-6666

    Port

    6666

    Host Header

    <empty>

    Path

    C:\inetpub\wwwroot\wss\VirtualDirectories\6666

    Allow Anonymous

    No

    Use Secure Sockets Layer (SSL)

    No

    Enable Windows Authentication

    Yes

    Integrated Windows authentication

    NTLM

    Sign In Page URL

    Default Sign In Page

    URL

    http://BPS:6666

    Application Pool

    Create a new application pool: SharePoint-6666

    Run as account: xrm\AdminService

    Database Server

    BPS

    Database Name

    WSS_Content

    Database Authentication

    Windows authentication

    Service Application Connections

    default

  2. Create a Site Collection:

    Title

    CRM Document Workspace

    URL

    http://BPS:6666

    Template

    Document Workspace

    Primary Site Collection Administrator

    xrm\Administrator

    Secondary Site Collection Administrator

    [email protected]