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Microsoft Dynamics CRM 2011 Application Design by Mahender Pal

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Chapter 8. Issue Tracker Using Microsoft CRM 2011

In this chapter, we are going to create an Issue Tracker application using Microsoft CRM 2011 as the platform. In this chapter, you will learn how to create a plugin and a custom workflow using Visual Studio 2010. We will discuss the following points in this chapter:

  • Issue Tracker basics
  • Application scope
  • Issue Manager design
  • Customizing Microsoft CRM 2011 for Issue Manager
  • Setting up a security roles
  • Plugin to generate an auto ID
  • Plugin versus custom workflow assembly
  • Issue assignment workflow
  • Working with custom workflows
  • Sending notifications using workflows
  • Creating the Issue Manager dashboard
  • Testing

Issue Tracker basics

The Issue Tracker application is used to create and manage issues. It plays an important ...

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