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

Acknowledgments

Writing this book has been quite a journey, and during the evolution of this book, I have accumulated many debts, only a few of which I have space to acknowledge here.

I would like to offer a big thanks to Packt Publishing for publishing this book. Special thanks to the Project Coordinator, Anurag Banerjee, for his continuous support since the very beginning. I must thank Sharvari Tawde and Rukhsana Khambatta who helped me with proofreading and styling, and offered valuable comments to make this book better. Thanks to the entire team of Packt Publishing for their help and dedication.

I wanted to offer my sincere thanks to Ian Grieve and James Wood for their insightful feedback and excellent technical review. They have helped me fill the gaps and improve the overall quality of the book.

I have been fortunate enough to work amid a very passionate set of people; they have all helped me enrich my knowledge base. I want to offer thanks to them for their help with writing this book.

I have spent most of my time writing when my little daughter, Dishita, expected me to spend time with her. Finally she will have her papa back with her. Dishita, you surely deserve packets of chocolates. My wife, Sangeeta, has been a consistent support, and without her help and encouragement, this book would not have become a reality. I want to thank my family immensely for their best wishes, which have always provided me strength and encouragement.

Last but not least, I beg forgiveness of all those who have been with me through the course of writing this book and whose names I have failed to mention.

I hope readers will have at least half as much fun reading this book as I've had writing it. Readers can reach me at .