Microsoft Dynamics CRM 2011 Unleashed

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Sams Publishing, Sep 27, 2011 - Computers - 1008 pages
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Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft's new online service marketplace. The authors systematically explain how Dynamics CRM 2011 works, illuminating why it works that way, and how to drive maximum business value from it. Drawing on insider knowledge of Microsoft's new product, they present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. Their far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition's extensive new coverage includes new chapters on Mobility, the Outlook Client, and Office 2010 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint Foundation integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.
 

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I was recently tasked with writing some custom 'stuff' against the CRM webservice without using the CRM SDK. The few pages concerning the use of the webservice are somewhat limited to the examples given and they do not cover how to use any of the CRM custom data types like Lookup and Picklist and all that garbage.
That being said it was still the ONLY useful information and example I could find and pretty much saved my assets. If this topic (using the CRM webservice without the SDK) were something more common and the examples were that hard to extrapolate on I'd give it a one... but since this is pretty much all there is (or at least all that I could find out of any resource anywhere) I'm giving it a 5.
 

Contents

Mobility
1-15
Why Business Needs a CRM System
1-19
Requirements for CRM 2011
1-32
Azure Extensions
4-18
Advanced Views and Connections
4-19
Filtered Lookups
4-20
Reporting and Dashboards
4-21
Forms Authentication
4-22
Data Management
28-24
Working with the Workplace
29-7
Working with Sales
29-8
Working with Marketing
29-9
Working with Service
29-10
Reporting
29-11
Settings and Configuration
29-12
Client Configuration Options
29-13

Customizing Entities
5-23
Working with the Ribbon Menu
7-5
Processes Development
7-24
Working with Customers
17-6
PlugIns
24-76
Web Services
25-37
Advanced Solution Management
25-84
Interacting with Custom Web Applications
25-96
EMail Configuration
29-14
Mobility
29-15
Solution Concepts
29-16
CRM 2011 SharePoint Integration
29-17
CRM 2011 and Scribe Online Services
29-24
Index
29-51
Copyright

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About the author (2011)

Marc J. Wolenik, MCP, PMP and MBS CRM certified professional is the owner of Webfortis, a consulting company based in Northern California. Webfortis specializes in solutions around Dynamics CRM and is a Microsoft Gold Certified Partner. This relationship with Microsoft gives him advance information about the changes coming in the new version of the product, and his experience with customers gives him insight into what sort of questions and problems new users of Dynamics CRM customarily face. Damian Sinay, MCP, MCSD, MCAD for .NET, MCTS in SQL Server 2005 and MBS CRM certified professional, is a partner of Webfortis, a Microsoft Gold Certified Partner consulting company in Northern California. Damian is a senior .NET developer and has extensive experience working with all related technologies that make up Dynamics CRM, having worked on projects involving extremely complex customizations, integrations and implementations for Dynamics CRM customers.

Marc J. Wolenik is founder and CEO of Webfortis, a Northern California consulting company and Microsoft Gold Certified Partner that specializes in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration for companies of all sizes, and is deeply involved in building custom vertical solutions around the Dynamics platform. Damian Sinay is a Webfortis partner. Currently a development manager with senior .NET development responsibilities, he has extensive experience working with all Dynamics CRM technologies. He has participated in Dynamics CRM projects involving extremely complex customizations, integrations, and implementations.

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