• Überblick

Working with Microsoft Dynamics CRM 2011

Customize your enterprise CRM solution - with or without coding

Whether you´re an IT professional, a developer, or a power user, you´ll get pragmatic, hands-on insights for customizing Microsoft Dynamics CRM 2011 in your organization - with or without programming.

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

The Table of Contents of "Working with Microsoft Dynamics® CRM 2011":

Overview and Configuration

• Chapter 1: Microsoft Dynamics CRM 2011 Overview
• Chapter 2: Setup and Common Tasks
• Chapter 3: Managing Security and Information Access
• Chapter 4: Data and Document Management

Solutions

• Chapter 5: Solutions Overview and Concepts
• Chapter 6: Entity: Fields and Option Sets
• Chapter 7: Entity Customization: Forms
• Chapter 8: Entity Customization: Views and Charts
• Chapter 9: Entity Customization: Relationships
• Chapter 10: Entity Customization: Custom Entities and Activities
• Chapter 11: Solutions: Web Resources
• Chapter 12: Solutions: Client Extensions
• Chapter 13: Reports and Dashboards

Processes

• Chapter 14: Workflow Processes
• Chapter 15: Dialog Processes

Appendix About Sonoma Partners

About the Authors Mike Snyder, Jim Steger, and Kristie Reid:

Mike Snyder is cofounder and principal of Sonoma Partners, a Chicago-based consulting firm that specializes in Microsoft CRM implementations. Microsoft awarded Sonoma Partners as the Global Microsoft CRM Partner of the Year in both 2003 and 2005. Recognized as one of the industry´s leading CRM experts, Mike authors several popular newsletters and blogs about Microsoft CRM.

Prior to Sonoma Partners, Mike led multiple product development teams at Motorola and Fortune Brands. Mike graduated with honors from Northwestern´s Kellogg Graduate School of Management with a Masters of Business Administration degree, majoring in Marketing and Entrepreneurship. He has a bachelor´s degree in engineering from Notre Dame. Mike lives in Chicago, IL with his wife and three children. He enjoys ice hockey and playing with his kids in his free time.

Jim Steger is also a cofounder and principal of Sonoma Partners. He architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He´s been developing solutions and writing code for Microsoft CRM since the version 1.0 beta. Jim also contributed to the Microsoft CRM 3.0 Technology Adoption Program and provided input for several of the Microsoft CRM 3.0 certification courses.

Prior to Sonoma Partners, Jim designed and led various global software development projects at Motorola and Acco Office Products. Jim earned his bachelor´s degree in engineering from Northwestern University. He currently lives in Chicago, IL with his wife and son. In his free time, Jim enjoys playing beach volleyball and watching football with his son.

Kristie Reid is a consulting director with Sonoma Partners. She is based out of Denver, Colorado, and has been delivering Microsoft Dynamics CRM solutions since the 1.2 version of the product. While at Sonoma Partners, she has led more than 75 different CRM projects ranging from complex ISV developments to large-scale enterprise integrations. Kristie also authored a security whitepaper about Microsoft Dynamics CRM on behalf of Microsoft. Prior to joining Sonoma Partners, Kristie led software implementation projects at Quiznos, Cap Gemini, and PricewaterhouseCoopers. Kristie earned her Master of Business Administration and Master of Information Technology from the University of Denver and her bachelor´s degree in finance and international business from Ohio University.