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  • Book Overview & Buying Microsoft Dynamics CRM 2011 Cookbook
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Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
3.8 (4)
Buy this Book
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Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

3.8 (4)
By: Dipankar Bhattacharya
Buy this Book

Overview of this book

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues. Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.“Microsoft Dynamics CRM 2011 Cookbook" is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.
Table of Contents (12 chapters)
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Preface
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Preface
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What this book covers
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What you need for this book
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Who this book is for
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Conventions
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Reader feedback
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Customer support
Lock Free Chapter
1
1. Installing Dynamics CRM 2011
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1. Installing Dynamics CRM 2011
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Introduction
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Installing Dynamics CRM Server
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Installing Microsoft Dynamics CRM Reporting Extensions
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Installing Dynamics CRM for Outlook
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Installing a Dynamics CRM language pack
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Installing Microsoft Dynamics CRM E-mail Router
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Configuring Microsoft Dynamics E-mail Router
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Installing Microsoft Dynamics CRM E-mail Router on multiple computers
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Deploying Microsoft Dynamics CRM on multiple servers
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Creating a new organization
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Editing the organization's details
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2. Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
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2. Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
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Introduction
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Backing up Dynamics CRM 2011 Database Server
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Backing up Dynamics CRM 2011 Server
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Recovering from a Dynamics CRM 2011 Database Server failure
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Recovering from a Dynamics CRM 2011 Server failure
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Enabling server-level tracing
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Enabling deployment-level tracing
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Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine
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Monitoring Dynamics CRM 2011 Server performance
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Optimizing Dynamics CRM 2011 Database Server performance
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Optimizing Dynamics CRM 2011 Server performance
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3. Administering Microsoft Dynamics CRM 2011
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3. Administering Microsoft Dynamics CRM 2011
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Securing Dynamics CRM 2011 deployment with SSL/HTTPS
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Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011
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Configuring Internet-facing Deployment (IFD)
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Creating a new deployment administrator
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Creating a new system administrator
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Creating a new business unit
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Configuring a security role
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Creating a custom administrator security role
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Creating a field-level security profile
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Adding a new user account in the Dynamics CRM 2011 system
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Adding multiple users in the Dynamics CRM 2011 system
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Creating a new team in the Dynamics CRM 2011 system
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Configuring autonumbering formats
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Configuring system-wide settings
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Configuring fiscal-year settings
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Configuring error-notification preferences
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4. Data Management
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4. Data Management
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Introduction to data import
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Importing data into Dynamics CRM 2011 with Import Data Wizard
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Exporting Dynamics CRM 2011 data to Microsoft Excel
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Cleaning data using Bulk Deletion Wizard
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Creating duplicate detection rules
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Scheduling duplicate detection jobs
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Enabling auditing in the Dynamics CRM 2011 system
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Viewing and cleaning audit records
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5. Solution Management
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5. Solution Management
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Introduction to solution management
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Creating a solution publisher
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Creating a new unmanaged solution
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Adding an item in the unmanaged solution
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Removing/deleting an item from the unmanaged solution
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Exporting a solution
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Importing a solution
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Updating a managed solution
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Deleting components from a managed solution
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Uninstalling or deleting a solution
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Exporting translations from an unmanaged solution
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Importing translations to an unmanaged solution
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6. Entity Customizations
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6. Entity Customizations
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Introduction to entities
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Creating a custom entity
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Updating the icon of an entity
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Creating a custom field for an entity
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Creating a global option set
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Creating a new one-to-many (1:N) or many-to-one (N:1) relationship
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Creating a new many-to-many (N:N) relationship
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Creating a relationship field mapping
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7. Form and View Customizations
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7. Form and View Customizations
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Introduction
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Creating and customizing an entity main form
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Controlling form behavior using JScript
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Customizing the process-driven form (Dynamics CRM 2011 Online only)
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Creating and customizing the mobile form
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Configuring a form to be role-based
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Creating and customizing a public view
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Customizing search criteria for the Quick Find view
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Creating a user's personal view
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Deactivating or deleting a user's personal view
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8. Site Map and Ribbon Customizations
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8. Site Map and Ribbon Customizations
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Introduction to Site Map and Ribbon
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Editing the Site Map
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Preparing for editing the ribbon
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Adding a new button to an existing ribbon group for all entities
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Adding a new button to an existing ribbon group of a specific entity
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Hiding a ribbon button
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Importing the modified ribbon definition
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9. Office and SharePoint Integration
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9. Office and SharePoint Integration
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Introduction
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Creating Mail Merge templates using Microsoft Word
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Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011
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10. Processes
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10. Processes
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Introduction to processes
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Creating a workflow using the Dynamics CRM 2011 web interface
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Index
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Index

Installing Microsoft Dynamics CRM Reporting Extensions

While Microsoft Dynamics CRM Reporting Extensions is not absolutely required to run Microsoft Dynamics CRM 2011, without Reporting Server installed, certain important functionalities of Dynamics CRM will not function. For example, the reporting functionality will not function and creating a new organization and organization import will be blocked until the extensions are installed and configured.

The Microsoft Dynamics CRM Reporting Extensions setup includes two data processing extensions: Fetch data processing extension and SQL data processing extension. These extensions are installed by default during Microsoft Dynamics CRM Reporting Extensions setup.

While the Fetch data processing extension is required to create, run, and schedule Fetch-based reports, the SQL data processing extension is required to run and schedule the default (out of box) or SQL-based custom reports in Microsoft Dynamics CRM 2011.

Getting ready

Before we start installing Microsoft Dynamics CRM Reporting Extensions, Microsoft Dynamics CRM Server setup must be complete.

Dynamics CRM Reporting Extensions can only be installed for one instance of SQL Server Reporting Services on a computer. In addition, different deployments of Dynamics CRM 2011 cannot share a single SQL Server Reporting Services server; however, a multitenant CRM deployment can use the same instance of Reporting Services.

The Microsoft Dynamics CRM Reporting Extensions setup must be run on a computer that has Microsoft SQL Server 2012/2008 Reporting Services installed. The user account to be used in order to install Reporting Extensions:

  • Must have appropriate rights on the organization databases
  • Must be the local machine administrator

The Microsoft SQL Server Reporting Services (SSRS) should be running under a separate Active Directory service account. This account should be added to two of the Dynamics CRM-specific Active Directory groups, namely, PrivUserGroup and PrivReportingUserGroup. However, this account should not be part of SQLAccessGroup. This account should not be set up as Local Service as well.

Reporting Extensions should be installed on that Microsoft SQL Server Reporting Services instance which is being used by the CRM Organization. Otherwise, reports will not function. In addition to that, the base language of CRM Organization and that of CRM Reporting Extensions has to be the same.

How to do it…

Please follow these steps to install Microsoft Dynamics CRM Reporting Extensions:

  1. Run the setup utility, or alternatively, navigate to the installation directory for Dynamics CRM 2011 Server located at the route \Server\amd64\SrsDataConnector\SetupSrsDataConnector.exe.
  2. It is recommended that you run the setup using the Run as Administrator option by right-clicking on the .exe file.
  3. Like the Dynamics CRM 2011 installer, this setup also asks whether we want to check if updates are available for download and apply before proceeding with the installation.

    It is recommended that you assess the impact of the update rollups before applying it because update rollups can break any existing code or the rollup itself can have defects.

  4. On the License Agreement page, select I accept this license agreement and click on I Accept to proceed.
  5. On the Install Required Components page, the installer automatically identifies the components that need to be installed and allows you to install them . This page will not appear if all the required components are already installed. If something is missing, it can be installed by clicking on the Install button. When the components are installed, the Status column will change from Missing to Installed and we can click on Next to continue.
  6. On the Specify Configuration Database Server page, please enter the instance of the SQL Server.

    Now if we are using the default instance of the SQL Server, enter the name of the computer that is running SQL Server and contains the Microsoft Dynamics CRM configuration database named MSCRM_CONFIG, and if we are using the named instance of SQL Server then enter <machine-name>\<instance-name>:

    How to do it…
  7. On the Specify SSRS Instance Name page, select a Microsoft SQL Server Reporting Services instance that will be used for Microsoft Dynamics CRM reporting, and then click on Next as shown in the following screenshot:
    How to do it…
  8. On the Select Microsoft Update Preference page, select the Use Microsoft Update when I check for updates option if updates have to be applied automatically. Proceed by clicking on Next.
  9. On the Select Installation Location page, browse to specify where it will be installed.
  10. Then the System Checks page appears with a summary of the requirements for a successful CRM Reporting Extensions installation. All errors must be resolved to continue. If no errors and/or only warnings appear, the installation can continue. Click on Next to proceed.
  11. Then you will see the Ready to Install Microsoft Dynamics CRM Reporting Extensions page, which provides us with an overview of the system parameters in order to proceed with it. If you agree, simply click on Install to begin the installation.
  12. When the setup is completed successfully, the Microsoft Dynamics CRM Reporting Extensions Setup Completed page appears. Click on Finish. The reports will be published for the default organization.

How it works…

This recipe installs the Fetch and SQL data processing extensions on the Microsoft SQL Server Reporting Services server. It is recommended that the SSRS instance be run on a server separate from the one which has hosted the Dynamics CRM databases.

SQL Server Reporting Services should be running on a service account that is not part of SQLAccessGroup; in case it does, the Reporting Extensions installer throws an error message, A Microsoft Dynamics CRM Server component is using the same account as the instance of SQL Server Reporting Services. Usually, it happens when the account is used to run the Dynamics CRM 2011 Server components is also used to run the SQL Server Reporting Services. It is recommended that you use a separate account to run the SQL Server Reporting Services to reduce security vulnerability.

With Dynamics CRM Reporting Extensions installed, all the default CRM reports will start working and custom SQL bad Fetch-based reports can now be created, uploaded, and scheduled.

Post the reporting extensions installation, log in to the Dynamics CRM 2011 and run any of the out-of-the-box reports. This can be done by navigating to Workplace | Reports. If Reporting Extensions has been successfully installed, the out-of-the-box reports will function successfully.

How it works…

The preceding screenshot of the Account Overview report has been generated by using the sample data.

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