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