Book description
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook, Microsoft Office InfoPath, and Microsoft SharePoint Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. This introduction includes a 120-day evaluation copy of Microsoft CRM 4.0, as well as sample data and code samples on the Web.
Key Book Benefits:
Delivers practical information from expert authors who have
deployed, customized, and maintained Microsoft Dynamics CRM in the
field
Provides case studies, integration and performance guidelines,
and toolsets
Includes code samples, and demo data will be available on the
Web
Features a CD with a 120-day evaluation copy of Microsoft Dynamics CRM 4.0
Table of contents
- Working with Microsoft Dynamics™ CRM 4.0, Second Edition
- A Note Regarding Supplemental Files
- Foreword
- Acknowledgments
- Introduction
-
I. Overview and Setup
- 1. Microsoft Dynamics CRM 4.0 Overview
- 2. Setup and Common Tasks
- 3. Managing Security and Information Access
-
II. Customization
- 4. Entity Customization: Concepts and Attributes
- 5. Entity Customization: Forms and Views
- 6. Entity Customization: Relationships, Custom Entities, and Site Map
-
7. Reporting and Analysis
- Reporting and Analysis Tools
- Entity Views and Advanced Find
- Dynamic Excel Files
- Accessing Reports with Microsoft Dynamics CRM
- Creating Reports in Microsoft Dynamics CRM
- Managing Reports with Microsoft Dynamics CRM
- SQL Server Reporting Services
- Filtered Views
- SQL Server Reporting Services Reports
- Tips
- Summary
- 8. Workflow
-
III. Extending Microsoft Dynamics CRM
-
9. Microsoft Dynamics CRM 4.0 SDK
- Overview
- Accessing the APIs in Visual Studio 2008
- CrmService Web Service
- MetadataService Web Service
- Discovery Web Service
- Queries
- Plug-ins
- Workflow Assemblies
- Development Environment Considerations
-
Coding and Testing Tips
- Microsoft .NET Framework Versions
- Application Mode and Loader.aspx
- Enabling the Default Internet Explorer Shortcut Menu
- Viewing Query String Parameters
- Referencing the Microsoft Dynamics CRM Assemblies or Files
- Web File Deployment and Configuration Considerations
- Authentication and Coding with Filtered Views
- WSDL Reference
- IFD Development Considerations
- Offline Plug-in Assembly Configuration
- Finding Available Plug-in Messages by Entity
- Using ILMerge with Plug-in or Workflow Assembly References
- Authenticating as Different Users and Roles
- Enabling Platform-Level Tracing
- Enabling Viewing of Development Errors
- Sample Code
- Summary
-
10. Form Scripting and Extensions
- Form Scripting Overview
- IFrames and Scripting
- ASP.NET Application Development
- ISV.config
- Microsoft Dynamics CRM Client-Side Scripting Tips
- Developing for Microsoft Dynamics CRM Live
- Client-Side Scripting Code Examples
- Summary
-
9. Microsoft Dynamics CRM 4.0 SDK
- A. About Sonoma Partners
- B. About the Authors
- Index
- Copyright
Product information
- Title: Working with Microsoft Dynamics™ CRM 4.0, Second Edition
- Author(s):
- Release date: February 2008
- Publisher(s): Microsoft Press
- ISBN: 9780735623781
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