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  • Book Overview & Buying Microsoft SharePoint 2010 Power User Cookbook
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Microsoft SharePoint 2010 Power User Cookbook

Microsoft SharePoint 2010 Power User Cookbook

By : Adrian Colquhoun
4.7 (3)
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Microsoft SharePoint 2010 Power User Cookbook

Microsoft SharePoint 2010 Power User Cookbook

4.7 (3)
By: Adrian Colquhoun

Overview of this book

The power of Microsoft SharePoint as the Enterprise collaboration platform is ever-growing; due to the wide range of capabilities it offers, SharePoint 2010 can help transform your business so you can quickly respond to the changes and challenges that you face. For End Users, SharePoint helps you and your team work "better, faster, and smarter". This book will take your SharePoint knowledge further, showing you how to use your skills to solve real business problems. While many other titles might be characterized as "SharePoint Explained", this cookbook contains advanced content that goes beyond that found in other SharePoint End User offerings: it is "SharePoint Applied". It provides recipes walking Power Users through a range of collaboration, data integration, business intelligence, electronic form, and workflow scenarios, as well as offering three invaluable business scenarios for building composite applications. The cookbook begins by providing a comprehensive treatment of SharePoint essentials, while quickly moving forward to topics like Data Integration, Business Intelligence, and automating business processes. At the end of the book, the information presented in the earlier recipes is combined to create three example SharePoint 2010 "composite applications" for Human Resources (HR), Customer Relationship Management (CRM), and Project Management. Composite applications are the "unique selling point" of SharePoint 2010 and understanding how to create them is the key to unlocking the business value of the product.
Table of Contents (16 chapters)
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Microsoft SharePoint 2010 Power User Cookbook
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
2
Index

CRM composite application


If you need a simple application to keep track of customers, then deal with their enquiries, keep track of their orders, and quickly generate Sales Pipeline reports, this recipe will show you how it can be done.

The problem

Based on the success of our Power User cookbook, my company is launching a new SharePoint 2010 training business. We need a simple CRM application to help us keep track of it. We want to maintain a list of customers, a calendar of our public training courses, be able to quickly respond to course enquiries, track our customers' orders, and invoices for training places. We need some simple reports and charts that quickly give us an overall picture of how the training business is performing.

Our solution

Building on the previous recipe, we again create a custom SharePoint 2010 Team Site as the starting point of our solution. In this case, we add and customize a contacts list to track the details of our training course customers. We use the calendar...

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