By Dipankar Bhattacharya
Includes over seventy five excellent recipes for deploying, configuring, and customizing your CRM program
Overview
- Step-by-step advisor to installation Dynamics CRM 2011 elements, configuring claim-based authentication and IFD deployment
- Focus on Dynamics CRM 2011 server upkeep and optimization techniques
- Learn complicated Dynamics CRM 2011 management techniques
- Discover the way to deal with Dynamics CRM 2011 resolution, customise Ribbon and SiteMap, and combine Microsoft SharePoint with CRM
- Implement company methods with workflows and dialogs
In Detail
Without a accomplished realizing of deployment situations and steps, it truly is tough to put in and keep Dynamics CRM 2011 inside complicated IT infrastructures. performed badly, it may reason severe destiny upkeep and optimization issues.
Administration of CRM platforms is both complicated and critical; until successfully performed, it could create fuss within the method and very likely convey down finish consumer delight. Configuration and customization of the method should be performed very rigorously too in order that it will possibly meet the useful wishes appropriately.
“Microsoft Dynamics CRM 2011 Cookbook” is a hands-on consultant, offering transparent, step by step directions to installation, retain, optimize, and administer Dynamics CRM 2011 besides complex configuration and customization tactics, to offer us a powerful virtue in developing profitable CRM applications.
This e-book introduces Dynamics CRM 2011 by way of describing the $64000 points of the approach. it is going to take you thru a couple of transparent and functional recipes from profitable deployment, easy upkeep, and potent management to complex point configuration and customization techniques.
You will examine from quite a number deployment and upkeep issues comparable to find out how to configure CRM to exploit claim-based authentication utilizing advert FS, the way to allow tracing in CRM servers, how one can get over server mess ups, and the way to optimize server functionality. This booklet also will talk about the way to time table facts Duplication detection jobs, let auditing, export and import managed/unmanaged ideas, create 1:N, N:1, or N:N relationships among entities, configuring position dependent varieties, including a brand new button within the ribbon, SharePoint integration with CRM, and configuring a conversation or workflow.
You will examine every thing you want to understand, from deployment, management, and upkeep to configuration, integration, and customization to your Dynamics CRM 2011 application.
What you are going to examine from this book
- Deploy Dynamics CRM 2011 on multi-server environment
- Internet dealing with Deployment (IFD) of Dynamics CRM 2011
- Optimize Dynamics CRM 2011 Database Server Performance
- Create a customized Administrator safeguard Role
- Configure approach settings
- Schedule info Duplication detection jobs
- Export Translations from an unsupervised solution
- Create a brand new 1-to-Many (1: N), Many-to-1 (N: 1), or Many-to-Many (N:N) relationship
- Configure a job established form
- Add a brand new ribbon button to an current workforce of a particular entity
- Create Mail Merge templates utilizing Microsoft Word
- Query CRM information in a dialog
Approach
This is a Cookbook with recipes geared toward all degrees with plenty of sensible walkthroughs for virtualization techniques.
Read or Download Microsoft Dynamics CRM 2011 Cookbook PDF
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Additional info for Microsoft Dynamics CRM 2011 Cookbook
Sample text
Form and View Customizations Introduction Form editor Creating and customizing an entity main form Getting ready How to do it… How it works… Controlling form behavior using JScript How to do it… How it works… There's more… Customizing the process-driven form (Dynamics CRM 2011 Online only) Getting ready How to do it… How it works… Creating and customizing the mobile form How to do it… How it works… Configuring a form to be role-based How to do it… How it works… Creating and customizing a public view Getting ready How to do it… How it works… Customizing search criteria for the Quick Find view How to do it… How it works… Creating a user's personal view How to do it… How it works… Deactivating or deleting a user's personal view How to do it… How it works… See also 8.
During the process, the installer creates four security groups in Active Directory; these groups are fundamental for Dynamics CRM's functioning. Usually it is left to the installer to create these groups, but these groups can be precreated manually and can be used during the Dynamics CRM installation. If these groups do not already exist in Active Directory, the installation user must have Active Directory rights to create them. The following are the groups that will get created during installation: Group Description PrivReportingGroup This is the privileged Microsoft Dynamics CRM user group for reporting functions.
In addition, different deployments of Dynamics CRM 2011 cannot share a single SQL Server Reporting Services server; however, a multitenant CRM deployment can use the same instance of Reporting Services. The Microsoft Dynamics CRM Reporting Extensions setup must be run on a computer that has Microsoft SQL Server 2012/2008 Reporting Services installed. The user account to be used in order to install Reporting Extensions: Must have appropriate rights on the organization databasesMust be the local machine administrator The Microsoft SQL Server Reporting Services (SSRS) should be running under a separate Active Directory service account.