Working with Microsoft Dynamics CRM 2011
Read book excerpts from the Microsoft Press book, Working with Microsoft Dynamics CRM 2011.
The following chapter is an excerpt from Working with Microsoft Dynamics CRM 2011, from Microsoft Press (ISBN 978-0735648128, copyright Microsoft Press 2011, all rights reserved).
Chapter 5: Solutions Overview and Concepts
About the Book
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:
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Set up and configure your system
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Plan and configure security settings and information access
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Easily customize form attributes, views, and relationships
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Create and deploy custom reports
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Use xRM to quickly create and efficiently manage line-of-business applications
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Automate business workflows
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Extend Microsoft Dynamics CRM with scripts and assemblies
About the Authors
Mike Snyder and Jim Steger are co-founders 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 and complex enterprise integration projects.