Book Image

Microsoft Dynamics CRM 2011 Cookbook

By : Dipankar Bhattacharya
Book Image

Microsoft Dynamics CRM 2011 Cookbook

By: Dipankar Bhattacharya

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 (18 chapters)
Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Deleting components from a managed solution


A customized component of a managed solution cannot be deleted by any solutions. The only way to remove customizable components from a managed solution is to delete solution components of a managed solution using the Customize the System option. In this recipe we will discuss how to do it.

How to do it…

Perform the following steps to customize managed solution components:

  1. Log in to the Dynamics CRM 2011 system as a system administrator or a user having customization access rights.

  2. Navigate to Settings | Customization | Customizations | Customize the System.

  3. This will launch the default solution of the organization.

  4. We can navigate to any solution component. The default solution will allow us to customize any customizable component in the system.

  5. Once the customizations are done, click on the save icon [ ] on the top ribbon.
  6. Thereafter, click on the Publish All Customizations button on the top ribbon.

  7. Finally, click on the Save and Close button on the...