This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.
The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.
We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.
We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).
The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud.
Finally we will package the ACM solution and learn how to deploy it.
What you will learn from this book :
- Set up a development environment for Dynamics CRM 2011
- Import your important data from various sources using the Import Data Wizard
- Use web resources to store files virtually
- Visualize your data using filters, charts, and dashboards
- Customize the default Microsoft Dynamics ribbon
- Improve document management in your CRM system by integrating it with SharePoint 2010
Approach
This book is packed with practical steps and screenshots to make learning fun and addictive. You will learn to build a complete Airline Compensation Management system using Dynamics CRM 2011.
Who this book is written for
If you want a focused book that gets you up-to-speed with the new features of Microsft Dynamics CRM 2011 then this is the perfect book for you.Microsoft Dynamics CRM 2011 New Features - with a CRM project tutorial
Chapter 1, Setting up the Development Workspace, shows how to set up and configure your Microsoft Dynamics CRM 2011 development workspace that you can use for the project.
Chapter 2, System Design and Configuration, gives you a high level overview of an Airline Compensation Management (ACM) XRM application in Microsoft Dynamics CRM 2011 that we are going to build.
Chapter 3, Data Import, populates some sample data into Microsoft Dynamics CRM 2011, using new Import Data Wizard for testing and further development.
Chapter 4, Client-side Programming, gives you an overview of the new client-side programming features in Microsoft Dynamics CRM 2011.
Chapter 5, Server-side Programming, introduces the Microsoft Dynamics CRM 2011 event driven server-side programming methods: Plug-ins and Processes.
Chapter 6, SharePoint Integration, guides you through how to enable and configure the SharePoint integration feature in Microsoft Dynamics CRM 2011.
Chapter 7, Charts and Dashboards, covers the new business intelligent features such as filters, charts, and dashboards.
Chapter 8, Extending Microsoft Dynamics CRM 2011 in the Cloud, introduces Microsoft cloud offerings and sets up a portal site on the Windows Azure platform and integrates the portal with Microsoft Dynamics CRM 2011 Online.
Chapter 9, Sitemap and Ribbon Customization, covers the Sitemap and Ribbon customization.
Chapter 10, Packaging it Up, explains solutions and how to better use solutions to help our deployments into different environments.
Chapter 2, System Design and Configuration, gives you a high level overview of an Airline Compensation Management (ACM) XRM application in Microsoft Dynamics CRM 2011 that we are going to build.
Chapter 3, Data Import, populates some sample data into Microsoft Dynamics CRM 2011, using new Import Data Wizard for testing and further development.
Chapter 4, Client-side Programming, gives you an overview of the new client-side programming features in Microsoft Dynamics CRM 2011.
Chapter 5, Server-side Programming, introduces the Microsoft Dynamics CRM 2011 event driven server-side programming methods: Plug-ins and Processes.
Chapter 6, SharePoint Integration, guides you through how to enable and configure the SharePoint integration feature in Microsoft Dynamics CRM 2011.
Chapter 7, Charts and Dashboards, covers the new business intelligent features such as filters, charts, and dashboards.
Chapter 8, Extending Microsoft Dynamics CRM 2011 in the Cloud, introduces Microsoft cloud offerings and sets up a portal site on the Windows Azure platform and integrates the portal with Microsoft Dynamics CRM 2011 Online.
Chapter 9, Sitemap and Ribbon Customization, covers the Sitemap and Ribbon customization.
Chapter 10, Packaging it Up, explains solutions and how to better use solutions to help our deployments into different environments.