PacktLib: Microsoft Dynamics CRM 2011 Application Design

Microsoft Dynamics CRM 2011 Application Design

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Getting Started with Microsoft Dynamics CRM 2011

Introduction to Microsoft CRM 2011

Deployment options

Microsoft CRM 2011 clients

Software and hardware requirements

Modules

Summary

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

System configuration

Setting up e-mail integration

Customizing Microsoft CRM 2011 for PTES

Creating a marketing list

Using campaign activity in Microsoft CRM 2011

Capturing the campaign response

Summary

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

Creating/customizing entity fields:

Setting a security model for ERMS

Setting field-level security in Microsoft CRM 2011

Processes in Microsoft CRM 2011

Workflow scope

Workflow steps

Importing data in Microsoft CRM 2011

Testing Employee Recruitment Management System

Summary

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

Setting up a product in Microsoft CRM 2011

Understanding plugins in Microsoft CRM 2011

Summary

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

Sample application using a Silverlight web resource

A Silverlight web resource

Bing Maps basics

Deploying the Silverlight application in Microsoft CRM 2011

Introduction to dashboards in Microsoft CRM 2011

Testing our application

Summary

Using External Web Applications in Microsoft CRM 2011

Application development for Microsoft CRM 2011

Early bound classes

Late bound classes

Microsoft CRM 2011 web services

Creating editable grid views for Microsoft CRM 2011

Deploying custom web applications to Microsoft CRM 2011

The testing application

Summary

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

The Mobile Express view

Creating and editing Microsoft CRM 2011 data

Other mobile solutions for Microsoft CRM 2011

Summary

Issue Tracker Using Microsoft CRM 2011

Issue Tracker basics

Application scope

Issue Manager design

Customizing Microsoft CRM 2011 for Issue Manager

Setting up security roles

Plugin to generate auto ID

Plugin versus custom workflow assembly

Issue assignment process

Working with custom workflows

Sending notifications using workflows

Creating the Issue Manager dashboard

Summary

Data Model

Data Model

Hotel Entity Data Model and Design

Hotel Entity Data Model and Design

Hotel Entity Data Model and Design

Hotel Entity Data Model and Design

Hotel Entity Data Model and Design

Hotel Entity Data Model and Design

Index