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Working with Microsoft Dynamics CRM 2011 [Pehme köide]

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  • Formaat: Paperback / softback, 624 pages, kõrgus x laius x paksus: 227x189x32 mm, kaal: 1068 g
  • Ilmumisaeg: 15-Apr-2011
  • Kirjastus: Microsoft Press,U.S.
  • ISBN-10: 0735648123
  • ISBN-13: 9780735648128
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Working with Microsoft Dynamics CRM 2011Suurem pilt
  • Formaat: Paperback / softback, 624 pages, kõrgus x laius x paksus: 227x189x32 mm, kaal: 1068 g
  • Ilmumisaeg: 15-Apr-2011
  • Kirjastus: Microsoft Press,U.S.
  • ISBN-10: 0735648123
  • ISBN-13: 9780735648128
Teised raamatud teemal:
Püsilink: https://www.kriso.ee/db/9780735648128.html
Märksõnad:

Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies
Foreword xxiii
Introduction xxv
Part I Overview and Configuration
1 Microsoft Dynamics CRM 2011 Overview
3(30)
Life Without Customer Relationship Management
3(2)
Introducing Microsoft Dynamics CRM
5(15)
Distinguishing Qualities of Microsoft Dynamics CRM
6(8)
Licensing
14(3)
Connector for Microsoft Dynamics
17(2)
System Requirements
19(1)
What's New in Microsoft Dynamics CRM 2011
20(3)
User Interfaces
23(2)
Entities and Solutions
25(6)
Summary
31(2)
2 Setup and Common Tasks
33(44)
Microsoft Dynamics CRM for Outlook
33(15)
Standard vs. Offline Client
34(4)
Integration Points
38(6)
Data Synchronization
44(4)
Email in Microsoft Dynamics CRM
48(20)
Email Tracking
48(4)
E-Mail Templates
52(6)
Creating and Sending Mass Email Messages
58(10)
Mail Merge
68(4)
Queues
72(4)
Creating Queues
72(2)
Enabling Queues
74(1)
Working with Queue Items
75(1)
Summary
76(1)
3 Managing Security and Information Access
77(42)
Mapping Your Needs
78(2)
Security Concepts
80(8)
Security Model Concepts
80(2)
User Authentication
82(6)
Managing Users
88(6)
Reassigning User Records
88(3)
Monitoring License Usage for Compliance
91(3)
Security Roles and Business Units
94(24)
Security Role Definitions
95(2)
Access Levels
97(2)
Privileges
99(10)
Security Role Inheritance
109(2)
Field Level Security
111(4)
Sharing Records
115(3)
Summary
118(1)
4 Data and Document Management
119(34)
Data Management
119(20)
Import Data Wizard
119(13)
Data Enrichment
132(3)
Duplicate Detection
135(2)
Bulk Record Deletion
137(2)
Document Management
139(10)
File Attachments
140(1)
SharePoint Document Integration
141(8)
Summary
149(4)
Part II Solutions
5 Solutions Overview and Concepts
153(56)
Microsoft Dynamics CRM Customizations
155(3)
Customization Concepts
155(1)
Security and Permissions
156(2)
Solution Framework Overview
158(7)
Publisher
160(1)
Solution Properties
161(4)
Solution Components
165(16)
Entity and Entity Components
165(7)
Global Option Sets
172(1)
Client Extensions (Site Map and Ribbon)
173(2)
Web Resources
175(1)
Processes (Workflow and Dialogs)
176(1)
Plug-ins and Workflow Assemblies
176(3)
Reports and Dashboards
179(1)
Remaining Components
179(1)
Excluded Components
180(1)
Solution Details
181(21)
Publishing Customizations
181(3)
Reviewing Solution Packages Types
184(8)
Managing Component Properties
192(3)
Exporting and Importing Solution Packages
195(7)
Solution Considerations
202(6)
Solution Design Strategies
202(1)
Unmanaged Solution
202(1)
Independent Managed Solutions
203(2)
Dependent Managed Solutions
205(2)
Additional Considerations
207(1)
Summary
208(1)
6 Entity: Fields and Option Sets
209(28)
Fields
209(21)
Field Properties
212(2)
Data Types
214(2)
Requirement Levels
216(1)
Modifying, Adding, and Deleting Fields
216(8)
Status and Status Reason Fields
224(1)
Fields and Closing Dialog Boxes
225(5)
Option Sets
230(5)
Summary
235(2)
7 Entity Customization: Forms
237(48)
Form Components
237(4)
Body
237(2)
Header
239(1)
Footer
239(1)
Navigation
240(1)
Form Customizations
241(13)
Main Form Customizations
243(9)
Mobile Form Customizations
252(2)
Form Actions
254(8)
Modify Form Properties
255(4)
Preview a Form
259(1)
Assign Security Roles
260(1)
Show Dependencies
261(1)
Configure Managed Properties
261(1)
Form Controls
262(16)
Sub-grids
263(5)
Web Resources
268(4)
Spacers
272(1)
Notes
272(1)
IFrame
272(4)
Navigation Links
276(2)
Using Multiple Forms
278(5)
Creating Multiple Forms
279(1)
Ordering Forms
280(2)
Viewing Entities with Multiple Forms
282(1)
Summary
283(2)
8 Entity Customization: Views and Charts
285(32)
Customizing Views
285(19)
View Types
287(8)
Customizing Views
295(9)
Customizing Activity Views
304(4)
Workplace Activities
306(1)
Entity Activity Views
307(1)
Customizing Charts
308(8)
Charts Overview
309(2)
Chart Properties
311(1)
Creating a Chart
312(1)
Exporting and Importing Charts
313(3)
Summary
316(1)
9 Entity Customization: Relationships
317(26)
Understanding Entity Relationships
317(18)
Relationship Definition
319(3)
Relationship Field
322(1)
Relationship Navigation
322(1)
Relationship Behavior
323(6)
Entity Field Mapping
329(6)
Creating Custom Relationships
335(7)
Adding Multiple User References per Account
336(3)
Creating Parent and Child Cases
339(3)
Summary
342(1)
10 Entity Customization: Custom Entities and Activities
343(22)
Custom Entities
343(17)
Custom Entity Benefits
344(1)
Custom Entity Limitations
345(1)
Custom Entity Example
345(9)
Creating a Custom Entity
354(5)
Deleting a Custom Entity
359(1)
Custom Activities
360(4)
Summary
364(1)
11 Solutions: Web Resources
365(36)
Web Resources Overview
365(7)
Web Resource Properties
367(4)
Referencing Web Resources
371(1)
Web Resource Constraints
372(1)
Web Resource Types
372(14)
Web Page (HTML)
373(5)
Style Sheet
378(4)
Script (Jscript)
382(4)
Data (XML)
386(1)
Image
386(1)
Silverlight (XAP)
386(1)
Web Resource Examples
386(14)
Formatting and Translating U.S. Phone Numbers
387(3)
Updating a Form Display Based on a Field Value
390(2)
Filtering Options Based on the Selection of a Field Value
392(4)
Displaying Customer Information on an Opportunity Form
396(4)
Summary
400(1)
12 Solutions: Client Extensions
401(38)
Understanding the Application Navigation
401(4)
Modifying the Site Map
405(19)
Editing the Site Map
407(13)
Importing a Site Map
420(1)
Working with the Get Started Pane
420(1)
Site Map Tips and Tricks
421(2)
Entity Display Areas
423(1)
Managing Form Navigation
424(1)
Modifying the Ribbon
425(12)
Available Ribbons
428(1)
Updating a Ribbon
429(5)
Ribbon Example
434(2)
Ribbon Tips and Tricks
436(1)
Summary
437(2)
13 Reports and Dashboards
439(44)
Data Delivery Design
439(3)
Accessing Reports in Microsoft Dynamics CRM
442(4)
Report Security
442(1)
Reports in the User Interface
443(3)
Customizing Reports in Microsoft Dynamics CRM
446(16)
Editing a Reporting Services Report
447(6)
Creating a Reporting Services Report using Fetch XML
453(9)
Managing Reports with Microsoft Dynamics CRM
462(8)
Report Records
462(1)
Report Actions
463(2)
Schedule Report
465(3)
Edit Default Filters
468(1)
Report Categories
468(2)
Customizing Dashboards in Microsoft Dynamics CRM
470(10)
Actions on the Dashboard View
471(1)
Creating a New System Dashboard
472(5)
Editing Dashboards
477(3)
Summary
480(3)
Part III Processes
14 Workflow Processes
483(52)
Workflow Process Basics
483(8)
High-Level Architecture
484(1)
Running Workflow Processes
485(2)
Workflow Process Security
487(2)
Understanding the Workflow Interface
489(2)
Workflow Process Templates
491(1)
Workflow Process Properties
491(5)
Basic Workflow Process Properties
491(2)
Workflow Process Execution Options
493(1)
Scope
493(1)
Trigger Events
494(2)
Workflow Process Step Editor
496(14)
Check Conditions
496(3)
Wait Conditions
499(1)
Workflow Process Actions
500(9)
Stages
509(1)
Dynamic Values in Processes
510(6)
Monitoring Workflow Processes
516(5)
Monitoring Workflow Jobs from the Workflow Process Record
516(1)
Accessing Workflow Jobs from a Microsoft Dynamics CRM Record
517(1)
Accessing Workflow Jobs from System Jobs
518(1)
Reviewing Log Details
519(2)
Taking Actions on Existing Workflow Jobs
521(1)
Importing and Exporting Processes
521(1)
Workflow Process Examples
522(12)
Creating a Business Process for a New Lead
522(8)
Escalating Overdue Service Cases
530(4)
Summary
534(1)
15 Dialog Processes
535(36)
Dialog Process Basics
535(8)
Starting Dialog Processes
536(3)
Understanding the Components of Dialog Pages
539(2)
Configuring Security for Dialog Processes
541(1)
Understanding the Dialog Interface
542(1)
Dialog Templates
543(1)
Dialog Properties
544(15)
Basic Dialog Process Properties
544(1)
Dialog Execution Options
545(1)
Input Arguments
545(2)
Variables
547(1)
Steps
547(12)
Monitoring Dialogs
559(2)
Monitoring Dialog Sessions
559(1)
Reviewing the Summary of a Dialog Processes
560(1)
Dialog Example
561(9)
Prequalifying a Lead
561(9)
Summary
570(1)
Index 571
Mike Snyder is an industry-recognized expert on Microsoft Dynamics CRM, a member of the Microsoft Dynamics Partner Advisory Council, and a Microsoft MVP.

Jim Steger, MVP for Microsoft Dynamics, has deep experience leading global development projects and complex enterprise integration projects.

Mike and Jim are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations.

Kristie Reid is a consulting directing at Sonoma Partners who has led 75+ CRM projects -- from complex ISV developments to large-scale enterprise migrations.