What this book covers

Chapter 1, Installing Dynamics CRM 2011, is a step-by-step guide to installing Microsoft Dynamics CRM 2011 server components. This chapter covers the installation of Dynamics CRM in both single server mode and multiserver mode. Additionally, it also covers the installation of Reporting Extensions, Outlook extension, Language Pack, and E-mail Router. Finally, the creation of Dynamics CRM Organization is also discussed.

Chapter 2, Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server, provides step-by-step guidance for backing up the Dynamics CRM database and application server. This chapter also describes how to recover from a failure of the Dynamics CRM database and application server. Additionally, it covers server-level tracing, deployment-level tracing, monitoring, and optimizing Dynamics CRM 2011 database and application server performance.

Chapter 3, Administering Microsoft Dynamics CRM 2011, explains how to securely deploy Internet-facing Dynamics CRM 2011 using AD FS. This chapter explains how to create a new deployment administrator, system administrator, business units, security roles, and field-level security profiles. The steps to create a custom administrator security role are also discussed here. Additionally, this chapter explains how to add users to the system, how to create and manage teams, and how to configure system-level settings, fiscal settings, autonumbering formats, and error notification settings.

Chapter 4, Data Management, covers data import techniques using Import Data wizard and data maps and data export techniques using Microsoft Office Excel. Additionally, it also covers bulk data deletion, duplicate detection, and the auditing feature in the Dynamics CRM 2011 system.

Chapter 5, Solution Management, describes the Dynamics CRM 2011 solution framework using recipes for creating a solution publisher and unmanaged solution. This chapter also covers the configuration and customization of the unmanaged solution, the export and import of solution files, solution uninstallation, and deletion techniques. Additionally, it describes the export and import technique of translations using an unmanaged solution.

Chapter 6, Entity Customizations, shows how to create custom entities and custom fields inside the Dynamics CRM 2011 system. Additionally, it also shows how to create and configure new relationships between entities in the Dynamics CRM 2011 system.

Chapter 7, Form and View Customizations, discusses how to create and/or customize the main form of an entity, the new process-driven forms of Dynamics CRM Online, and controlling the behavior of a form using JScript. This chapter also discusses how to configure forms to be security role based, and how to create and/or configure various system views and personal views in the Dynamics CRM 2011 system.

Chapter 8, Site Map and Ribbon Customizations, covers the recipes for editing Site Map and ribbon components of the Dynamics CRM 2011 system.

Chapter 9, Office and SharePoint Integration, explains how to configure Dynamics CRM 2011 to be integrated with Microsoft Office and Microsoft SharePoint Server.

Chapter 10, Processes, describes how to configure a business logic step by step, using workflows and dialogs in the Dynamics CRM 2011 system.