Book description
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
- Title Page
- Copyright Page
- Contents at a Glance
- Table of Contents
- About the Authors
- Dedications
- We Want to Hear from You!
- Reader Services
- Introduction
- 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
- Index
Product information
- Title: Microsoft Dynamics CRM 2011 Unleashed
- Author(s):
- Release date: September 2011
- Publisher(s): Sams
- ISBN: 9780132682084
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