Download Microsoft Dynamics CRM 2011 Cookbook by Dipankar Bhattacharya PDF

By Dipankar Bhattacharya

Includes over seventy five exceptional recipes for deploying, configuring, and customizing your CRM program

Overview

  • Step-by-step advisor to installation Dynamics CRM 2011 elements, configuring claim-based authentication and IFD deployment
  • Focus on Dynamics CRM 2011 server upkeep and optimization techniques
  • Learn complex Dynamics CRM 2011 management techniques
  • Discover the best way to deal with Dynamics CRM 2011 answer, customise Ribbon and SiteMap, and combine Microsoft SharePoint with CRM
  • Implement company strategies with workflows and dialogs

In Detail

Without a accomplished knowing of deployment eventualities and steps, it truly is tricky to put in and keep Dynamics CRM 2011 inside of advanced IT infrastructures. performed badly, it will probably reason severe destiny upkeep and optimization issues.

Administration of CRM structures is both advanced and demanding; except successfully performed, it may create fuss within the process and most likely carry down finish person delight. Configuration and customization of the method needs to be performed very conscientiously too in order that it could actually meet the practical wishes appropriately.

“Microsoft Dynamics CRM 2011 Cookbook” is a hands-on consultant, delivering transparent, step by step directions to install, preserve, optimize, and administer Dynamics CRM 2011 besides complicated configuration and customization tactics, to offer us a robust virtue in growing winning CRM applications.

This booklet introduces Dynamics CRM 2011 through describing the $64000 elements of the method. it is going to take you thru a few transparent and functional recipes from winning deployment, straightforward upkeep, and powerful management to complex point configuration and customization techniques.

You will examine from more than a few deployment and upkeep themes resembling the best way to configure CRM to exploit claim-based authentication utilizing advert FS, find out how to allow tracing in CRM servers, tips to get over server mess ups, and the way to optimize server functionality. This e-book also will talk about easy methods to time table information Duplication detection jobs, let auditing, export and import managed/unmanaged strategies, create 1:N, N:1, or N:N relationships among entities, configuring function dependent kinds, including a brand new button within the ribbon, SharePoint integration with CRM, and configuring a conversation or workflow.

You will study every thing you want to comprehend, from deployment, management, and upkeep to configuration, integration, and customization to your Dynamics CRM 2011 application.

What you are going to research from this book

  • Deploy Dynamics CRM 2011 on multi-server environment
  • Internet dealing with Deployment (IFD) of Dynamics CRM 2011
  • Optimize Dynamics CRM 2011 Database Server Performance
  • Create a customized Administrator defense Role
  • Configure process settings
  • Schedule facts Duplication detection jobs
  • Export Translations from an unsupervised solution
  • Create a brand new 1-to-Many (1: N), Many-to-1 (N: 1), or Many-to-Many (N:N) relationship
  • Configure a task established form
  • Add a brand new ribbon button to an current crew of a particular entity
  • Create Mail Merge templates utilizing Microsoft Word
  • Query CRM info in a dialog

Approach

This is a Cookbook with recipes aimed toward all degrees with plenty of sensible walkthroughs for virtualization techniques.

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Extra info for Microsoft Dynamics CRM 2011 Cookbook

Sample text

It uses Windows Communication Foundation (WCF) as the communication protocol. Microsoft Dynamics CRM 2011 supports three types of deployment, namely, on-premises deployment , Internet-facing Deployment (IFD), and CRM Online . Each deployment supports a choice of client applications, which are as follows: Microsoft Dynamics CRM 2011 Web ClientMicrosoft Dynamics CRM for Microsoft Office OutlookMicrosoft Dynamics CRM for Microsoft Office Outlook with Offline AccessMobile Express for Microsoft Dynamics CRM The on-premises and IFD deployment types are deployed using the data center or hardware capabilities of the customer or a hosting partner.

The service account may need an SPN for the URL used to access the website associated with it. To set the SPN for the Sandbox Processing service account, run the following command at the command prompt on the computer where the service is running: SETSPN –a MSCRMSandboxService/ Replace with the name of the computer running this service and with the name of the service account. If Microsoft SQL Server Reporting Services is installed on a different server, the Content Manager role must be added at the root level for installing the user account.

It is recommended that you use a separate account to run the SQL Server Reporting Services to reduce security vulnerability. With Dynamics CRM Reporting Extensions installed, all the default CRM reports will start working and custom SQL bad Fetch-based reports can now be created, uploaded, and scheduled. Post the reporting extensions installation, log in to the Dynamics CRM 2011 and run any of the out-of-the-box reports. This can be done by navigating to Workplace | Reports. If Reporting Extensions has been successfully installed, the out-of-the-box reports will function successfully.

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