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 Development Tools


To complete this task, you will also need to install Visual Studio 2010. You can download a trial version of Visual Studio 2010 from http://www.microsoft.com/visualstudio/en-us/try.

Visual Studio 2010 can be either installed in VM, or install on your host computer for better performance and manageability. More details about setting up Visual Studio on the Host computer and enable remote debugging, please visit Jim Wang's blog: http://jianwang.blogspot.com/2011/07/crm-2011-plugin-development-workspace.html.

Note

Because Visual Studio 2010 does not support the Integration Services, Report Services and Analysis Services projects for SQL Server 2008/R2. If you are developing CRM reports, you need the Visual Studio 2008 or Business Intelligence Development Studio (an optional component in the SQL Server 2008/R2 installation), as well as the Microsoft Dynamics CRM 2011 Report Authoring Extension.