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Szukaj: szukanie zaawansowane
Koszyk
Książki \ Aplikacje \ CRM

Working with Microsoft Dynamics CRM 2011 Język: 2

9780735648128

Cena Brutto: 198.08

Cena netto: 188.65

Ilość:
Wersja: Drukowana
Autor Kristie Reid
Liczba_stron 624
Wydawnictwo Microsoft Press
Data_Wydania 2011-03-31
Poziom All Levels

Informacje podstawowe:

  • Wydawnictwo: Microsoft Press
  • Data wydania: 31 marca 2011
  • Liczba stron: 624
  • Autor/autorzy:
    • Mike Snyder
    • Jim Steger
    • Kristie Reid

Opis:

Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies

O autorze/autorach:

Mike Snyder

Mike Snyder and Jim Steger are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.

View Mike Snyder's full profile page.

Jim Steger

Jim Steger and Mike Snyder are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.

View Jim Steger's full profile page.

Zawartość (spis treści):

  1. Overview and Configuration

    1. Chapter 1 Microsoft Dynamics CRM 2011 Overview
      1. Life Without Customer Relationship Management
      2. Introducing Microsoft Dynamics CRM
      3. What’s New in Microsoft Dynamics CRM 2011
      4. User Interfaces
      5. Entities and Solutions
      6. Summary
    2. Chapter 2 Setup and Common Tasks
      1. Microsoft Dynamics CRM for Outlook
      2. Email in Microsoft Dynamics CRM
      3. Mail Merge
      4. Queues
      5. Summary
    3. Chapter 3 Managing Security and Information Access
      1. Mapping Your Needs
      2. Security Concepts
      3. Managing Users
      4. Security Roles and Business Units
      5. Summary
    4. Chapter 4 Data and Document Management
      1. Data Management
      2. Document Management
      3. Summary
  2. Solutions

    1. Chapter 5 Solutions Overview and Concepts
      1. Microsoft Dynamics CRM Customizations
      2. Solution Framework Overview
      3. Solution Components
      4. Solution Details
      5. Solution Considerations
      6. Summary
    2. Chapter 6 Entity: Fields and Option Sets
      1. Fields
      2. Option Sets
      3. Summary
    3. Chapter 7 Entity Customization: Forms
      1. Form Components
      2. Form Customizations
      3. Form Actions
      4. Form Controls
      5. Using Multiple Forms
      6. Summary
    4. Chapter 8 Entity Customization: Views and Charts
      1. Customizing Views
      2. Customizing Activity Views
      3. Customizing Charts
      4. Summary
    5. Chapter 9 Entity Customization: Relationships
      1. Understanding Entity Relationships
      2. Creating Custom Relationships
      3. Summary
    6. Chapter 10 Entity Customization: Custom Entities and Activities
      1. Custom Entities
      2. Custom Activities
      3. Summary
    7. Chapter 11 Solutions: Web Resources
      1. Web Resources Overview
      2. Web Resource Types
      3. Web Resource Examples
      4. Summary
    8. Chapter 12 Solutions: Client Extensions
      1. Understanding the Application Navigation
      2. Modifying the Site Map
      3. Managing Form Navigation
      4. Modifying the Ribbon
      5. Summary
    9. Chapter 13 Reports and Dashboards
      1. Data Delivery Design
      2. Accessing Reports in Microsoft Dynamics CRM
      3. Customizing Reports in Microsoft Dynamics CRM
      4. Managing Reports with Microsoft Dynamics CRM
      5. Customizing Dashboards in Microsoft Dynamics CRM
      6. Summary
  3. Processes

    1. Chapter 14 Workflow Processes
      1. Workflow Process Basics
      2. Workflow Process Templates
      3. Workflow Process Properties
      4. Workflow Process Step Editor
      5. Dynamic Values in Processes
      6. Monitoring Workflow Processes
      7. Importing and Exporting Processes
      8. Workflow Process Examples
      9. Summary
    2. Chapter 15 Dialog Processes
      1. Dialog Process Basics
      2. Dialog Templates
      3. Dialog Properties
      4. Monitoring Dialogs
      5. Dialog Process Example
      6. Summary
  1. Appendix About Sonoma Partners

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