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

About the Reviewers

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd, a Microsoft Partner and VAR in the North East of England.

Ian has worked with Microsoft Dynamics GP since 2003, and over the past nine years since then, has dealt with all aspects of the product life cycle, right from presales, to implementation, to technical and functional training, to post go-live support, and subsequent upgrades and process reviews. Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and training of end users in the management of sales, marketing, and service.

In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products, and tries, often unsuccessfully, to squeeze in extra time for the blog related to Dynamics CRM, called coralcurve | A Consultant's Dabblings In Dynamics CRM.

James Wood is a consultant at Gap Consulting with skills in the end-to-end implementation of enterprise-level Microsoft Dynamics CRM solutions. He graduated from the University of Huddersfield with a first in Computer Games Programming before making the switch to business applications.

He has worked with Microsoft Dynamics CRM for three years and is an able developer of bespoke applications. He has worked on a number of small to large implementations in sectors including local and regional government, education, defense, banking, manufacturing, and welfare.

He has also worked as a technical reviewer for Microsoft Dynamics CRM 2011 Application Design and on an upcoming book on Microsoft Dynamics CRM 5.0 Reporting by Packt Publishing.

You can read his blog at www.woodsworkblog.wordpress.com.