Microsoft Dynamics CRM 2011 cookbook : includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application / Dipankar Bhattacharya.

Format:

Book

Author/Creator:

Bhattacharya, Dipankar.

Language:

English

Subjects (All):

Microsoft CRM.

Management information systems.

Customer relations--Management--Data processing.

Customer relations.

Physical Description:

1 online resource (406 p.)

Edition:

1st ed.

Place of Publication:

Birmingham : Packt Pub., 2013.

Language Note:

English

Biography/History:

Bhattacharya Dipankar: Dipankar Bhattacharya is a Dynamics CRM consultant and Microsoft technology evangelist. He is a Certified Professional in Microsoft Dynamics CRM, the Microsoft Dynamics Sure Step methodology, and core. NET technologies, such as. NET 3. 5, ADO. NET, WPF, and WCF. He has been working with Microsoft technologies for around nine years and his primary focus has been solution architecture, system integration, computer telephony integration, and data migration. Currently, he is associated with Microsoft Services Global Delivery as a Business Solution Consultant and he is working with various enterprise customers, assisting them with architecting a solution till its deployment. He has been architecting, developing, and deploying business solutions across the globe using Dynamics CRM, xRM and Customer Care Accelerator for Dynamics CRM, and so on.

Summary:

This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.This book is great for Dynamics CRM 2011 professionals who have a beginner level understanding of the system and are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently. It's assumed that the reader has a basic level understanding of IT infrastructure topologies along with functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.

Contents:

Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Installing Dynamics CRM 2011; Introduction; Installing Dynamics CRM Server; Installing Microsoft Dynamics CRM Reporting Extensions; Installing Dynamics CRM for Outlook; Installing a Dynamics CRM language pack; Installing Microsoft Dynamics CRM E-mail Router; Configuring Microsoft Dynamics E-mail Router; Installing Microsoft Dynamics CRM E-mail Router on multiple computers; Deploying Microsoft Dynamics CRM on multiple servers; Creating a new organization

Editing the organization's detailsChapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server; Introduction; Backing up Dynamics CRM 2011 Database Server; Backing up Dynamics CRM 2011 Server; Recovering from a Dynamics CRM 2011 Database Server failure; Recovering from a Dynamics CRM 2011 Server failure; Enabling server-level tracing; Enabling deployment-level tracing; Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine; Monitoring Dynamics CRM 2011 Server performance; Optimizing Dynamics CRM 2011 Database Server performance

Optimizing Dynamics CRM 2011 Server performanceChapter 3: Administering Microsoft Dynamics CRM 2011; Securing Dynamics CRM 2011 deployment with SSL/HTTPS; Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011; Configuring Internet-facing Deployment (IFD); Creating a new deployment administrator; Creating a new system administrator; Creating a new business unit; Configuring a security role; Creating a custom administrator security role; Creating a field-level security profile; Adding a new user account in the Dynamics CRM 2011 system

Adding multiple users in the Dynamics CRM 2011 systemCreating a new team in the Dynamics CRM 2011 system; Configuring autonumbering formats; Configuring system-wide settings; Configuring fiscal year settings; Configuring error notification preferences; Chapter 4: Data Management; Introduction to data import; Importing data into Dynamics CRM 2011 with Import Data Wizard; Exporting Dynamics CRM 2011 data to Microsoft Excel; Cleaning data using Bulk Deletion Wizard; Creating duplicate detection rules; Scheduling duplicate detection jobs; Enabling auditing in the Dynamics CRM 2011 system

Viewing and cleaning audit recordsChapter 5: Solution Management; Introduction to solution management; Creating a solution publisher; Creating a new unmanaged solution; Adding an item in the unmanaged solution; Removing/deleting an item from the unmanaged solution; Exporting a solution; Importing a solution; Updating a managed solution; Deleting components from a managed solution; Uninstalling or deleting a solution; Exporting translations from an unmanaged solution; Importing translations to an unmanaged solution; Chapter 6: Entity Customization; Introduction to entities

Creating a custom entity

Notes:

Includes index.

ISBN:

9781849684538

1849684537

OCLC:

856898639