Microsoft Dynamics CRM 2011 Cookbook
eBook - ePub

Microsoft Dynamics CRM 2011 Cookbook

  1. 406 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Microsoft Dynamics CRM 2011 Cookbook

Book details
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About This Book

In Detail

Without a comprehensive understanding of deployment scenarios and steps, it is really difficult to install and maintain Dynamics CRM 2011 within complex IT infrastructures. Done badly, it can cause serious future maintenance and optimization issues.

Administration of CRM systems is equally complex and important; unless efficiently done, it can create fuss in the system and potentially bring down end user satisfaction. Configuration and customization of the system has to be done very carefully too so that it can meet the functional needs appropriately.

Microsoft Dynamics CRM 2011 Cookbook is a hands-on guide, providing clear, step-by-step instructions to deploy, maintain, optimize, and administer Dynamics CRM 2011 along with advanced configuration and customization processes, to give us a strong advantage in creating successful CRM applications.

This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.

You will learn from a range of deployment and maintenance topics such as how to configure CRM to use claim-based authentication using AD FS, how to enable tracing in CRM servers, how to recover from server failures, and how to optimize server performance. This book will also discuss how to schedule Data Duplication detection jobs, enable auditing, export and import managed/unmanaged solutions, create 1:N, N:1, or N:N relationships between entities, configuring role based forms, adding a new button in the ribbon, SharePoint integration with CRM, and configuring a dialog or workflow.

You will learn everything you need to know, from deployment, administration, and maintenance to configuration, integration, and customization for your Dynamics CRM 2011 application.

Approach

This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.

Who this book is for

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. Its 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.

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Information

Year
2013
ISBN
9781849684521
Edition
1

Microsoft Dynamics CRM 2011 Cookbook


Table of Contents

Microsoft Dynamics CRM 2011 Cookbook
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Installing Dynamics CRM 2011
Introduction
Single server versus multiserver
Hardware and software specifications for Microsoft Dynamics CRM 2011 Server
Installing Dynamics CRM Server
Getting ready
How to do it...
How it worksā€¦
There's moreā€¦
Installing Microsoft Dynamics CRM Reporting Extensions
Getting ready
How to do itā€¦
How it worksā€¦
Installing Dynamics CRM for Outlook
Getting ready
How to do itā€¦
How it worksā€¦
Installing a Dynamics CRM language pack
Getting ready
How to do itā€¦
How it worksā€¦
Installing Microsoft Dynamics CRM E-mail Router
Getting ready
How to do itā€¦
How it worksā€¦
There's more...
Configuring Microsoft Dynamics E-mail Router
How to do itā€¦
How it worksā€¦
Installing Microsoft Dynamics CRM E-mail Router on multiple computers
How to do itā€¦
How it worksā€¦
Deploying Microsoft Dynamics CRM on multiple servers
Getting ready
How to do itā€¦
How it worksā€¦
There's moreā€¦
Creating a new organization
How to do itā€¦
How it worksā€¦
Editing the organization's details
How to do itā€¦.
How it worksā€¦
See also
2. Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
Introduction
Backing up Dynamics CRM 2011 Database Server
Getting ready
How to do itā€¦
How it worksā€¦
Backing up Dynamics CRM 2011 Server
How to do itā€¦
How it worksā€¦
Recovering from a Dynamics CRM 2011 Database Server failure
How to do itā€¦
How it worksā€¦
Recovering from a Dynamics CRM 2011 Server failure
How to do itā€¦
How it worksā€¦
Enabling server-level tracing
Getting ready
How to do itā€¦
How it worksā€¦
Enabling deployment-level tracing
How to do itā€¦
How it worksā€¦
Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine
How to do itā€¦
How it worksā€¦
Monitoring Dynamics CRM 2011 Server performance
How to do itā€¦
How it worksā€¦
Optimizing Dynamics CRM 2011 Database Server performance
Getting ready
How to do itā€¦
How it worksā€¦
Optimizing Dynamics CRM 2011 Server performance
How to do itā€¦
How it worksā€¦
See also
3. Administering Microsoft Dynamics CRM 2011
Securing Dynamics CRM 2011 deployment with SSL/HTTPS
How to do itā€¦
How it worksā€¦
Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011
Getting ready
How to do itā€¦
How it worksā€¦
Configuring Internet-facing Deployment (IFD)
How to do itā€¦
How it worksā€¦
Creating a new deployment administrator
Getting ready
How to do itā€¦
How it worksā€¦
Creating a new system administrator
How to do itā€¦
How it worksā€¦
Creating a new business unit
How to do itā€¦
How it worksā€¦
Configuring a security role
How to do itā€¦
How it worksā€¦
There's more...
Creating a custom administrator security role
How to do itā€¦
How it worksā€¦
Creating a field-level security profile
How to do itā€¦
How it worksā€¦
Adding a new user account in the Dynamics CRM 2011 system
How to do itā€¦
How it worksā€¦
There's moreā€¦
Adding multiple users in the Dynamics CRM 2011 system
How to do itā€¦
How it worksā€¦
There's moreā€¦
Creating a new team in the Dynamics CRM 2011 system
How to do itā€¦
How it worksā€¦
Configuring autonumbering formats
How to do itā€¦
How it worksā€¦
Configuring system-wide settings
How to do itā€¦
How it worksā€¦
Configuring fiscal-year settings
How to do itā€¦
How it worksā€¦
Configuring error-notification preferences
How to do itā€¦
How it worksā€¦
See also
4. Data Management
Introduction to data import
Importing data into Dynamics CRM 2011 with Import Data Wizard
How to do itā€¦
How it worksā€¦
There's more...
Exporting Dynamics CRM 2011 data to Microsoft Excel
How to do itā€¦
How it worksā€¦
There's...

Table of contents

  1. Microsoft Dynamics CRM 2011 Cookbook