- 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
- Preface
- 1. Getting Started with Microsoft Dynamics CRM 2011
- 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
- System configuration
- Setting up e-mail integration
- Customizing Microsoft CRM 2011 for PTES
- Creating a marketing list
- Using campaign activity in Microsoft CRM 2011
- 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
- Creating/customizing entity fields:
- Setting a security model for ERMS
- Setting field-level security in Microsoft CRM 2011
- Processes in Microsoft CRM 2011
- Workflow scope
- Workflow steps
- Importing data in Microsoft CRM 2011
- Testing Employee Recruitment Management System
- Summary
- 4. Implementing Business Logic through Plugins
- 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
- Sample application using a Silverlight web resource
- A Silverlight web resource
- Bing Maps basics
- 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
- 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
- The Mobile Express view
- Creating and editing Microsoft CRM 2011 data
- Other mobile solutions for Microsoft CRM 2011
- Summary
- 8. Issue Tracker Using Microsoft CRM 2011
- Issue Tracker basics
- Application scope
- Issue Manager design
- Customizing Microsoft CRM 2011 for Issue Manager
- Setting up security roles
- Plugin to generate auto ID
- Plugin versus custom workflow assembly
- Issue assignment process
- Working with custom workflows
- Sending notifications using workflows
- Creating the Issue Manager dashboard
- Summary
- A. Data Model
- B. Hotel Entity Data Model and Design
- Index
Mahender Pal is a Microsoft Dynamics CRM specialist. He has experience in envisioning and developing xRM solutions and providing consultancy for Microsoft Dynamics CRM, SharePoint, and Silverlight. Currently he is working with Cipher Dynamics IT Services India as CRM Practice Manager.
A Microsoft Most Valuable Professional (MVP) for Dynamics CRM for three years, he loves to contribute to the Dynamics CRM community and has a dedicated personal blog (http://mahenderpal.wordpress.com/) where he contributes various technical articles to assist the Microsoft Dynamics CRM community.
I would like to dedicate this book to my father, the late Mr. Joginder Singh. He had to forgo his school at primary level because of family conditions but worked very hard in life so that he could inculcate strong values and gave utmost importance to education in the lives of his children.
I would like to thank Packt Publishing for giving me the opportunity to write this book, my special thanks to Amey Kanse, Martin Bell, Joel Goveya, and my technical reviewers Nishant Rana and James Wood for giving me their valuable feedback for my drafts.
My special thanks to my wife Sonia, my daughter Diksha, and my son Arnav for supporting me while I was writing this book.
And finally, I would like to thank my friends, my team members Anil Sharma, Vikram Singh, Namita Sethi, Mala Mishra, and Gopinath, my elder brother Jasbir Singh, and Microsoft Dynamics CRM community for their continuous support.
-
No Comment