Microsoft Dynamics CRM 2011 Cookbook电子书

Microsoft Dynamics CRM 2011 Cookbook

Table of Contents

Microsoft Dynamics CRM 2011 Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

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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. Installing Dynamics CRM 2011

Introduction

Single server versus multiserver

Hardware and software specifications for Microsoft Dynamics CRM 2011 Server

Installing Dynamics CRM Server

Getting ready

How to do it...

How it works…

There's more…

Installing Microsoft Dynamics CRM Reporting Extensions

Getting ready

How to do it…

How it works…

Installing Dynamics CRM for Outlook

Getting ready

How to do it…

How it works…

Installing a Dynamics CRM language pack

Getting ready

How to do it…

How it works…

Installing Microsoft Dynamics CRM E-mail Router

Getting ready

How to do it…

How it works…

There's more...

Configuring Microsoft Dynamics E-mail Router

How to do it…

How it works…

Installing Microsoft Dynamics CRM E-mail Router on multiple computers

How to do it…

How it works…

Deploying Microsoft Dynamics CRM on multiple servers

Getting ready

How to do it…

How it works…

There's more…

Creating a new organization

How to do it…

How it works…

Editing the organization's details

How to do it….

How it works…

See also

2. Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server

Introduction

Backing up Dynamics CRM 2011 Database Server

Getting ready

How to do it…

How it works…

Backing up Dynamics CRM 2011 Server

How to do it…

How it works…

Recovering from a Dynamics CRM 2011 Database Server failure

How to do it…

How it works…

Recovering from a Dynamics CRM 2011 Server failure

How to do it…

How it works…

Enabling server-level tracing

Getting ready

How to do it…

How it works…

Enabling deployment-level tracing

How to do it…

How it works…

Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine

How to do it…

How it works…

Monitoring Dynamics CRM 2011 Server performance

How to do it…

How it works…

Optimizing Dynamics CRM 2011 Database Server performance

Getting ready

How to do it…

How it works…

Optimizing Dynamics CRM 2011 Server performance

How to do it…

How it works…

See also

3. Administering Microsoft Dynamics CRM 2011

Securing Dynamics CRM 2011 deployment with SSL/HTTPS

How to do it…

How it works…

Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011

Getting ready

How to do it…

How it works…

Configuring Internet-facing Deployment (IFD)

How to do it…

How it works…

Creating a new deployment administrator

Getting ready

How to do it…

How it works…

Creating a new system administrator

How to do it…

How it works…

Creating a new business unit

How to do it…

How it works…

Configuring a security role

How to do it…

How it works…

There's more...

Creating a custom administrator security role

How to do it…

How it works…

Creating a field-level security profile

How to do it…

How it works…

Adding a new user account in the Dynamics CRM 2011 system

How to do it…

How it works…

There's more…

Adding multiple users in the Dynamics CRM 2011 system

How to do it…

How it works…

There's more…

Creating a new team in the Dynamics CRM 2011 system

How to do it…

How it works…

Configuring autonumbering formats

How to do it…

How it works…

Configuring system-wide settings

How to do it…

How it works…

Configuring fiscal-year settings

How to do it…

How it works…

Configuring error-notification preferences

How to do it…

How it works…

See also

4. Data Management

Introduction to data import

Importing data into Dynamics CRM 2011 with Import Data Wizard

How to do it…

How it works…

There's more...

Exporting Dynamics CRM 2011 data to Microsoft Excel

How to do it…

How it works…

There's more...

Cleaning data using Bulk Deletion Wizard

How to do it…

How it works…

Creating duplicate detection rules

How to do it…

How it works…

There's more...

Scheduling duplicate detection jobs

How to do it…

How it works…

Enabling auditing in the Dynamics CRM 2011 system

How to do it…

How it works…

Viewing and cleaning audit records

How to do it…

How it works…

See also

5. Solution Management

Introduction to solution management

Creating a solution publisher

How to do it…

How it works…

Creating a new unmanaged solution

How to do it…

How it works…

Adding an item in the unmanaged solution

How to do it…

How it works…

Removing/deleting an item from the unmanaged solution

How to do it…

How it works…

Exporting a solution

How to do it…

How it works…

Importing a solution

How to do it…

How it works…

Updating a managed solution

How to do it…

How it works…

Deleting components from a managed solution

How to do it…

How it works

Uninstalling or deleting a solution

How to do it…

How it works…

Exporting translations from an unmanaged solution

How to do it…

How it works…

Importing translations to an unmanaged solution

How to do it…

How it works…

See also

6. Entity Customizations

Introduction to entities

Entity ownership

Creating a custom entity

How to do it…

How it works…

Updating the icon of an entity

How to do it…

How it works…

Creating a custom field for an entity

How to do it…

How it works…

There's more…

Creating a global option set

How to do it…

How it works…

Creating a new one-to-many (1:N) or many-to-one (N:1) relationship

Getting ready

How to do it…

How it works…

Creating a new many-to-many (N:N) relationship

How to do it…

How it works…

There's more…

Creating a relationship field mapping

How to do it…

How it works…

See also

7. Form and View Customizations

Introduction

Form editor

Creating and customizing an entity main form

Getting ready

How to do it…

How it works…

Controlling form behavior using JScript

How to do it…

How it works…

There's more…

Customizing the process-driven form (Dynamics CRM 2011 Online only)

Getting ready

How to do it…

How it works…

Creating and customizing the mobile form

How to do it…

How it works…

Configuring a form to be role-based

How to do it…

How it works…

Creating and customizing a public view

Getting ready

How to do it…

How it works…

Customizing search criteria for the Quick Find view

How to do it…

How it works…

Creating a user's personal view

How to do it…

How it works…

Deactivating or deleting a user's personal view

How to do it…

How it works…

See also

8. Site Map and Ribbon Customizations

Introduction to Site Map and Ribbon

Editing the Site Map

Getting ready

How to do it...

How it works…

Preparing for editing the ribbon

Getting ready

How to do it…

How it works…

Adding a new button to an existing ribbon group for all entities

Getting ready

How to do it…

How it works…

Adding a new button to an existing ribbon group of a specific entity

Getting ready

How to do it…

How it works…

Hiding a ribbon button

Getting ready

How to do it…

How it works…

Importing the modified ribbon definition

How to do it…

How it works…

See also

9. Office and SharePoint Integration

Introduction

Creating Mail Merge templates using Microsoft Word

How to do it…

How it works…

Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011

How to do it…

How it works…

10. Processes

Introduction to processes

Creating a workflow using the Dynamics CRM 2011 web interface

Getting ready

How to do it…

How it works…

Creating a dialog using the Dynamics CRM 2011 web interface

Getting ready

How to do it…

How it works…

Querying Dynamics CRM data in a dialog

Getting ready

How to do it…

How it works…

Monitoring the workflow execution status

Getting ready

How to do it…

How it works…

Index