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Microsoft Dynamics CRM 2011 cookbook includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application
- Author / Creator
- Available as
- Online
- Summary
-
This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.This book is great for Dynamics CRM 2011 professionals who have a beginner leve...
This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.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. It's 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.
Details
- Creator
- Dipankar Bhattacharya
- Format
- Books
- Language
- English
- Publication
-
- 1st ed
- Birmingham : Packt Pub., 2013
- Physical Details
-
- 1 online resource (406 p.)
- ISBNs
- 9781849684538, 1849684537, 1849684529
- OCLC
- ocn856898639
- Includes index.
- English
- Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: 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 detailsChapter 2: 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 performanceChapter 3: 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 systemCreating a new team in the Dynamics CRM 2011 system; Configuring autonumbering formats; Configuring system-wide settings; Configuring fiscal year settings; Configuring error notification preferences; Chapter 4: 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 recordsChapter 5: 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; Chapter 6: Entity Customization; Introduction to entities
- Creating a custom entity