By Jim Wang, Darren Liu
Get up-to-speed with the recent beneficial properties of Microsoft Dynamics CRM 2011 with this Dynamics CRM e-book and book grasp the recent positive aspects of Microsoft Dynamics 2011 Use client-side programming to accomplish information validation, automation, and method enhancement research strong occasion pushed server-side programming tools: Plug-Ins and techniques (Formerly Workflows) expand Microsoft Dynamics CRM 2011 within the Cloud intimately Microsoft Dynamics CRM 2011 bargains interesting new beneficial properties that show you how to construct and hold a powerful shopper dating administration approach on your company. This booklet is your one cease source to become familiar with the entire new positive factors of Dynamics CRM 2011. To make studying enjoyable and fascinating, we'll construct an Airline repayment administration (ACM) method utilizing Dynamics CRM 2011. The e-book starts off via developing the advance setting for Microsoft Dynamics CRM 2011. we are going to then construct a structural structure for the ACM procedure and configure it in Dynamics CRM 2011. whereas doing this, we are going to know about the hot customization positive factors provided via Dynamics CRM 2011. we'll then movement directly to facts uploading and may disguise the Import info Wizard device, in addition to the Import file/data internet carrier which supplies extra features that aren't on hand within the Import info Wizard. we'll use client-side programming to accomplish information validation, automation, and procedure enhancement and examine robust occasion pushed server-side programming tools: Plug-Ins and strategies (Formerly Workflows). The ebook then steers you in the direction of SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and lengthening Dynamics CRM 2011 within the cloud. ultimately we are going to package deal the ACM answer and set up it. What you'll research from this ebook manage a improvement setting for Dynamics CRM 2011 Import your very important info from quite a few resources utilizing the Import facts Wizard Use net assets to shop records nearly Visualize your information utilizing filters, charts, and dashboards customise the default Microsoft Dynamics ribbon enhance record administration on your CRM method by means of integrating it with SharePoint 2010 method This ebook is filled with useful steps and screenshots to make studying enjoyable and addictive. you are going to discover ways to construct a whole Airline reimbursement administration method utilizing Dynamics CRM 2011. Who this e-book is written for if you'd like a centred booklet that will get you up-to-speed with the hot gains of Microsft Dynamics CRM 2011 then this can be the precise ebook for you.
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Extra info for Microsoft Dynamics CRM 2011 New Features
On the Form Editor, click Header on the ribbon, then drag the Flight field onto the Header section, and then increase the width by three columns. Double-click on the Flight field in the Body section, deselect the Visible by default option to make sure that the Flight field only appears in the Header. [ 46 ] Chapter 2 Views—Active Flights and other Views Columns Flight, Flight Route, Departure Time, Arrival Time, Created On Now that we have created three custom entities, for Crew Members, we will use the system entity: contact.
23 ] System Design and Configuration System architectural design Air-X has selected Microsoft Dynamics CRM 2011 to implement their ACM system because of its flexibility and integration possibilities. The ACM system needs to integrate with an extranet portal to provide the compensation information to the flight crews. Here is a component diagram of the system: ACM Extranet Portal Crew Management View Compensation Flight Information Update Crew Information Crew Compensation Defining the ACM data model In the Airline Compensation Management system, we have identified the entities for the system: Airport, Flight Route, Flight, Crew Member, and Compensation.
Fill in the Airport information, and then click the Save button on the toolbar: [ 35 ] System Design and Configuration Airport The following table lists the entities that need to be defined, and their settings. Entity Customization Definition Entity Definition: • Display Name: Airport • Plural Name: Airports • Name: acm_airport • Ownership: Organization • Define as an activity entity: No • Display in Activity Menus: No • Description: Airport entity • Primary attribute: acm_name (Display Name: Airport Code) Areas that display this entity: • Workplace Options for Entity: • Notes (Includes attachments): Yes • Activities: Yes • Connections: Yes • Sending e-mail: No • Mail merge: No • Document management: No • Queues: No • Duplication detection: No • Auditing: No • Mobile Express: No • Reading pane in CRM for Outlook: No • Offline capability for CRM for Outlook: No Forms Main Views Active Airport (Default Public View) and other Views Charts - Custom Relationships 1:N—Flight Route (custom label: Route From and Route To); Relationship Behavior: Referential [ 36 ] Chapter 2 Note: Some options cannot be disabled after you enable them, so you can leave options unchecked if you are not sure about them during the entity creation.