PacktLib: Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

Preface

Installing Dynamics CRM 2011

Introduction

Installing Dynamics CRM Server

Installing Microsoft Dynamics CRM Reporting Extensions

Installing Dynamics CRM for Outlook

Installing a Dynamics CRM language pack

Installing Microsoft Dynamics CRM E-mail Router

Configuring Microsoft Dynamics E-mail Router

Installing Microsoft Dynamics CRM E-mail Router on multiple computers

Deploying Microsoft Dynamics CRM on multiple servers

Creating a new organization

Editing the organization's details

Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server

Introduction

Backing up Dynamics CRM 2011 Database Server

Backing up Dynamics CRM 2011 Server

Recovering from a Dynamics CRM 2011 Database Server failure

Recovering from a Dynamics CRM 2011 Server failure

Enabling server-level tracing

Enabling deployment-level tracing

Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine

Monitoring Dynamics CRM 2011 Server performance

Optimizing Dynamics CRM 2011 Database Server performance

Optimizing Dynamics CRM 2011 Server performance

Administering Microsoft Dynamics CRM 2011

Securing Dynamics CRM 2011 deployment with SSL/HTTPS

Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011

Configuring Internet-facing Deployment (IFD)

Creating a new deployment administrator

Creating a new system administrator

Creating a new business unit

Configuring a security role

Creating a custom administrator security role

Creating a field-level security profile

Adding a new user account in the Dynamics CRM 2011 system

Adding multiple users in the Dynamics CRM 2011 system

Creating a new team in the Dynamics CRM 2011 system

Configuring autonumbering formats

Configuring system-wide settings

Configuring fiscal-year settings

Configuring error-notification preferences

Data Management

Introduction to data import

Importing data into Dynamics CRM 2011 with Import Data Wizard

Exporting Dynamics CRM 2011 data to Microsoft Excel

Cleaning data using Bulk Deletion Wizard

Creating duplicate detection rules

Scheduling duplicate detection jobs

Enabling auditing in the Dynamics CRM 2011 system

Viewing and cleaning audit records

Solution Management

Introduction to solution management

Creating a solution publisher

Creating a new unmanaged solution

Adding an item in the unmanaged solution

Removing/deleting an item from the unmanaged solution

Exporting a solution

Importing a solution

Updating a managed solution

Deleting components from a managed solution

Uninstalling or deleting a solution

Exporting translations from an unmanaged solution

Importing translations to an unmanaged solution

Entity Customizations

Introduction to entities

Creating a custom entity

Updating the icon of an entity

Creating a custom field for an entity

Creating a global option set

Creating a new one-to-many (1:N) or many-to-one (N:1) relationship

Creating a new many-to-many (N:N) relationship

Creating a relationship field mapping

Form and View Customizations

Introduction

Creating and customizing an entity main form

Controlling form behavior using JScript

Customizing the process-driven form (Dynamics CRM 2011 Online only)

Creating and customizing the mobile form

Configuring a form to be role-based

Creating and customizing a public view

Customizing search criteria for the Quick Find view

Creating a user's personal view

Deactivating or deleting a user's personal view

Site Map and Ribbon Customizations

Introduction to Site Map and Ribbon

Editing the Site Map

Preparing for editing the ribbon

Adding a new button to an existing ribbon group for all entities

Adding a new button to an existing ribbon group of a specific entity

Hiding a ribbon button

Importing the modified ribbon definition

Office and SharePoint Integration

Introduction

Creating Mail Merge templates using Microsoft Word

Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011

Processes

Introduction to processes

Creating a workflow using the Dynamics CRM 2011 web interface

Index