Cover image for Microsoft Dynamics CRM 2011 Application Design

Microsoft Dynamics CRM 2011 Application Design

Author Mahender Pal
Release Date: 2012/12/01
ISBN: 9781849684569
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Book Description

Develop applications for any situation with our hands on guide to Microsoft Dynamics CRM 2011 with this book and ebook.

  • Create your first application quickly and with no fuss
  • Develop in days what it has taken others years
  • Provide the solution to your company's problems

In Detail

Microsoft Dynamics CRM is an out of the box solution for your business's sales and marketing needs. Giving you the tools and services you need to run efficiently and effectively.

"Microsoft Dynamics CRM 2011 Application Design" is the solution to your business needs. Whether you are just starting out or are an old hand this book will provide you with the results you need. Guiding you through real world applications that will benefit your business instantly.

Throughout this book you will be building your knowledge through hands on application development from a simple employee recruitment application through to managing an entire hotel.

The first chapter is a whirlwind tour of Microsoft CRM preparing you for the applications that lies ahead. As you progress through the book your skills will be developed and stretched further as you customize CRM for your own needs. Each chapter will build up your skill with applications that cover ERP, business logical and an array of other topics that will ultimately allow you to develop your own advanced applications. Then you will utilize your skills to develop web and even mobile applications that can be used in any aspect of your day. The final challenge for you to overcome is an issue tracking application that will test the skills you have learnt to the limit.

"Microsoft Dynamics CRM 2011 Application Design"" gives you the tools you need to successfully build fully customized applications for all of your business needs.

Table of Contents

  1. Microsoft Dynamics CRM 2011 Application Design
    1. Table of Contents
    2. Microsoft Dynamics CRM 2011 Application Design
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
        3. Instant Updates on New Packt Books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Errata
        3. Piracy
        4. Questions
    8. 1. Getting Started with Microsoft Dynamics CRM 2011
      1. Introduction to Microsoft CRM 2011
      2. Deployment options
        1. Difference between Microsoft CRM 2011 deployments
      3. Microsoft CRM 2011 clients
        1. Web client
        2. Mobile client
        3. Outlook client
      4. Software and hardware requirements
        1. Hardware requirements
        2. Software requirements
      5. Modules
        1. Sales module
        2. Marketing module
        3. Service module
      6. Summary
    9. 2. Customizing Microsoft Dynamics CRM 2011
      1. Project Training Enrolment System
      2. Requirement analysis for PTES
      3. Project Training Enrolment System Design
      4. Customization concepts in Microsoft CRM 2011
      5. Data model for PTES
        1. Customizing existing fields
      6. System configuration
      7. Setting up e-mail integration
        1. Configuring e-mail router for PTES
        2. Configuration profiles
        3. Deployments
        4. Configuring users, queues, and the forward mailbox
      8. Customizing Microsoft CRM 2011 for PTES
        1. Changing Microsoft CRM 2011 application navigation
        2. Solution
        3. Creating Solution for PTES
        4. Adding components in Solution
        5. Remove sales, marketing, and service area
        6. Changing translations in Microsoft CRM 2011
        7. Importing existing student data into Microsoft CRM 2011
      9. Creating a marketing list
      10. Using campaign activity in Microsoft CRM 2011
        1. Planning activities for our campaign
        2. Adding campaign activity
        3. Distributing the campaign activity
      11. Capturing the campaign response
      12. Summary
    10. 3. Using Processes in Microsoft Dynamics CRM 2011
      1. Employee Recruitment Management System basics
      2. Employee Recruitment Management System design
      3. Data model
      4. Customizing entities for Employee Recruitment Management System
        1. Customizing Microsoft CRM UI
        2. Customizing OOB entities
      5. Creating/customizing entity fields:
        1. Setting relationship mapping
        2. Form design
          1. Account form design
          2. Candidate form design
          3. Employee form design
      6. Setting a security model for ERMS
        1. Customizing the existing security role
      7. Setting field-level security in Microsoft CRM 2011
      8. Processes in Microsoft CRM 2011
        1. Dialogs
          1. Input arguments and variables
          2. Steps
        2. Workflows
      9. Workflow scope
      10. Workflow steps
        1. Check condition
          1. Wait condition
          2. Actions
      11. Importing data in Microsoft CRM 2011
      12. Testing Employee Recruitment Management System
      13. Summary
    11. 4. Implementing Business Logic through Plugins
      1. Application scope
      2. Hotel Management System Design
      3. Data model for a hotel management system
      4. Customizing and configuring Microsoft CRM 2011 using sub-grids
        1. Customizing MS CRM 2011 entities
          1. Custom prefix
          2. Entity ownership
          3. Options for an entity
        2. Customizing entity forms
          1. Hotel entity form design
          2. Room entity design
          3. Customer entity design
          4. Bill entity design
          5. Product entity design
          6. Food entity design
        3. Customizing Microsoft CRM 2011 navigation
        4. Using sub-grids
      5. Setting up a product in Microsoft CRM 2011
        1. Setting up a unit group
        2. Setting up a price list
      6. Understanding plugins in Microsoft CRM 2011
        1. Plugin execution pipeline
        2. Plugin events
        3. Plugin security
        4. CRM assemblies
        5. IPluginExecutionContext
        6. Pre/Post-entity images
        7. Writing plugins using Developer Toolkit
      7. Summary
    12. 5. Using Web Resources in Microsoft CRM 2011
      1. Understanding web resources in Microsoft CRM 2011
      2. Creating web resources in Microsoft CRM 2011
      3. Attaching a web resource to Microsoft CRM 2011 entities
        1. REST endpoint
        2. SOAP endpoint
      4. Sample application using a Silverlight web resource
      5. A Silverlight web resource
      6. Bing Maps basics
        1. Creating a sample application in Silverlight
        2. Adding a reference to Bing Maps Silverlight SDK
      7. Deploying the Silverlight application in Microsoft CRM 2011
      8. Introduction to dashboards in Microsoft CRM 2011
      9. Testing our application
      10. Summary
    13. 6. Using External Web Applications in Microsoft CRM 2011
      1. Application development for Microsoft CRM 2011
      2. Early bound classes
        1. On-premise deployment
        2. Online deployment
        3. IFD deployment
      3. Late bound classes
      4. Microsoft CRM 2011 web services
        1. Organization web service
          1. Create
          2. Update
          3. Delete
          4. Retrieve
          5. RetrieveMultiple
          6. Execute
          7. Associate
          8. Disassociate
        2. Discovery web service
      5. Creating editable grid views for Microsoft CRM 2011
      6. Deploying custom web applications to Microsoft CRM 2011
      7. The testing application
      8. Summary
    14. 7. Using Mobile Client in Microsoft CRM 2011
      1. Introduction to the mobile client for Microsoft CRM 2011
      2. Security permissions required for Mobile Express
      3. Accessing Mobile Express
      4. Entities exposed to Mobile Express
      5. Functionalities available in Mobile Express
      6. The Mobiles Express form
        1. Creating and customizing mobile forms
      7. The Mobile Express view
      8. Creating and editing Microsoft CRM 2011 data
      9. Other mobile solutions for Microsoft CRM 2011
        1. CWR Mobility
        2. MobileAccess
        3. Mobile Edge for Microsoft Dynamics CRM on iPhone
        4. Resco Mobile CRM
      10. Summary
    15. 8. Issue Tracker Using Microsoft CRM 2011
      1. Issue Tracker basics
      2. Application scope
      3. Issue Manager design
      4. Customizing Microsoft CRM 2011 for Issue Manager
        1. Creating custom entities and their attributes
      5. Setting up security roles
      6. Plugin to generate auto ID
      7. Plugin versus custom workflow assembly
      8. Issue assignment process
      9. Working with custom workflows
        1. Find all members of the team
        2. Find the team member with fewest issues assigned
        3. Assign an issue to the team member with fewest issues assigned
        4. Workflow to assign an issue to a team member
      10. Sending notifications using workflows
      11. Creating the Issue Manager dashboard
        1. Introduction to charts in Microsoft CRM 2011
      12. Summary
    16. A. Data Model
      1. Data model
    17. B. Hotel Entity Data Model and Design
      1. Room entity data model
      2. Food entity data model
      3. Customer entity data model
      4. Product entity data model
      5. Bill entity data model
    18. Index
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