Microsoft Dynamics CRM 2011 New Features: The real-world tutorial电子书

Microsoft Dynamics CRM 2011 New Features

Table of Contents

Microsoft Dynamics CRM 2011 New Features

Credits

About the Authors

Acknowledgement

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

Errata

Piracy

Questions

1. Setting Up the Development Workspace

System requirements

Hardware requirements

Software requirements

Workstation requirements

Virtualization options

Setting up Microsoft Hyper-V

Setting up the Server Environment on the VM

Windows Server 2008 R2 and SQL Server 2008 R2 installation

Setting up SharePoint 2010

Installing SharePoint 2010 Server

Creating a SharePoint web application that supports both Windows and Claims Based Authentication

Setting up Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM On-Premise

Setting up Development Tools

Summary

2. System Design and Configuration

Airline Compensation Management system

Vision and scope

ACM system overview

System architectural design

Defining the ACM data model

CRM 2011 customization improvement

Entity

Form

View

Chart

Relationship

Attribute

Navigation

Header and Footer

Configuring the ACM system

Administration

System settings

Solution and publisher

Creating a solution publisher

Creating a solution

Creating an Entity for the ACM solution

Airport

Form customization

Main form

View customization

Views—Active Airports and other Views

Flight route

Main form

Relationships

Views—Active Flight Routes and other Views

Flight

Main form

Form header

Views—Active Flights and other Views

Crew Member

Main form

Entity navigation pane

Views—Active Flight Attendants and other Views

Compensation

Main form

Views—All Compensations and other Views

Publishing customizations

ACM system security structure

Summary

3. Data Import

CRM 2011 Import Data Wizard

Supported file types

Single entity import with an attachment

Downloading a template for the import

Filling in the template

Including a note and an attachment

Duplicate data detection

Data import using ZIP file

Importing multiple entities with Data Map

Data Map

A single CSV file

Data import using Data Map

Data update

CRM data import options

Summary

4. Client-Side Programming

What is new in CRM 2011?

Web Resources

Creating a new web resource

Referencing a web resource

$webresource directive

Relative URL

Full URL

Form and Field events

Xrm.Page namespace

SOAP and REST endpoints

SOAP endpoint

Using the SOAP endpoint with JScript

Using the SOAP endpoint with Silverlight

REST endpoint

Summary

5. Server-Side Programming

CRM Web Services and Assemblies

CRM Web Services methods and messages

SDK Assemblies

Early-Bound and Late-Bound

Data queries

Plug-ins

Event framework

Developing a Plug-in

DLL references

IPluginInterface and the Execute method

Input and output parameters

Pre and post entity images

Security

A Plug-in example

Using the CRM Developer Toolkit to build a Plug-in

Processes

Workflow

Workflow versus Plug-ins

A Workflow example

Dialog

A Dialog example

Summary

6. SharePoint Integration

Preparing for SharePoint integration

SharePoint site collection

CRM List Component for SharePoint

SharePoint Integration

Document Management Settings

SharePoint Sites and Document Locations

SharePoint Document Set

SharePoint Document ID

Document View

Security settings

Summary

7. Charts and Dashboards

What is new in CRM 2011?

Working with Filters

Applying Filters

Custom Filter

Working with Charts

System Charts

Drilldown on Charts

Creating Charts

Assign and Share Charts

Assign Chart

Share Chart

Beyond the basics

Working with Dashboard

System Dashboards

Creating Dashboards

Assign, Share, and Set As Default a Dashboard

Summary

8. Extending Microsoft Dynamics CRM 2011 in the Cloud

Microsoft Cloud offerings

Windows Azure platform

Microsoft Office 365

CRM 2011 Portal Solutions

Crew Portal

Microsoft Dynamics Marketplace

Customer Portal for Microsoft Dynamics CRM 2011

Setting up the portal on the development workspace

Registering the URL on Windows Azure and Windows Live

Registering the URL prefix on

Registering the Web Application on Windows Live

Verifying the Domain

Setting up the DNS zone

Creating the Crew Portal website

Importing the Portal Solution into Microsoft Dynamics CRM

Deploying the Portal Solution

Testing the Portal

Portal customization

Rebranding the portal website

Editing the Profile page

Adding a Compensation page

Exporting a solution and bringing it to the cloud

CRM E-mail support

CRM E-mail Router

Setting up CRM E-mail Router with Office 365 Exchange Online

Summary

9. Sitemap and Ribbon Customization

Working with SiteMap

SiteMap XML references

SiteMap configuration options

Changing Labels

Changing Icons

Adding or removing elements

Adding New Pages/Links

Grouping Links within Areas

Customizing the Get Started Pane

Changing the Workplace profile options

ACM SiteMap customization

CRM 2011 Ribbon overview

Exporting Default Ribbon definitions

Entity Ribbons

Grid Ribbons

Sub Grid Ribbons

Form Ribbons

Working with Ribbons

Exporting Ribbon definitions

Adding a To Button to the Application Ribbon

Adding a Custom Button to the Entity Ribbon

Hiding a Ribbon element

Summary

10. Packaging It Up

What is new in CRM 2011?

Solution

Solution Publisher

Packing an ACM Solution

Entities

Difference between Unmanaged and Managed Solutions

Unmanaged

Managed

Updating Managed Solutions

Conflict resolution

Managed properties

Dependency tracking

Export and Import Solution

Exporting a solution

Importing a solution

Summary

Index