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Microsoft Dynamics CRM 2011 Application Design电子书

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52人正在读 | 0人评论 9.8

作       者:Mahender Pal

出  版  社:Packt Publishing

出版时间:2012-12-20

字       数:83.8万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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"Microsoft Dynamics CRM 2011 Application Design" is a hands-on guide for beginners or intermediate users that allows you to build applications that will add value to your business. Each chapter builds on the last with added levels of complexity with code examples and screenshots that will allow you to create applications utilizing skills and techniques that have taken others years to master. If you want to fully utilize the XRM abilities of CRM 2011 to create applications for any situation then this is the book that will help you do it.
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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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