Microsoft Dynamics CRM 2011 Unleashed

01/30/2012 · No Responses

Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft’s new online service marketplace. The authors systematically explain how Dynamics CRM 2011 works, illuminating why it works that way, and how to drive maximum business value from it. Drawing on insider knowledge of Microsoft’s new product, they present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. Their far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition’s extensive new coverage includes new chapters on Mobility, the Outlook Client, and Office 2010 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint Foundation integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.

Table of Contents
Chapter 1. New Features of Microsoft Dynamics CRM 2011
Chapter 2. Why Business Needs a CRM System
Chapter 3. Requirements for CRM 2011
Chapter 4. Setting Up CRM 2011
Chapter 5. Working with the Ribbon Menu
Chapter 6. Working with Customers
Chapter 7. Working with the Workplace
Chapter 8. Working with Sales
Chapter 9. Working with Marketing
Chapter 10. Working with Service
Chapter 11. Reporting
Chapter 12. Settings and Configuration
Chapter 13. Client Configuration Options
Chapter 14. E-Mail Configuration
Chapter 15. Mobility
Chapter 16. Solution Concepts
Chapter 17. CRM 2011 SharePoint Integration
Chapter 18. Azure Extensions
Chapter 19. Advanced Views and Connections
Chapter 20. Filtered Lookups
Chapter 21. Reporting and Dashboards
Chapter 22. Forms Authentication
Chapter 23. Customizing Entities
Chapter 24. Processes Development
Chapter 25. Plug-Ins
Chapter 26. Web Services
Chapter 27. Advanced Solution Management
Chapter 28. Interacting with Custom Web Applications
Chapter 29. Data Management
Chapter 30. CRM 2011 and Scribe Online Services