Step-by-step guide to deploy Dynamics CRM 2011 components, configuring claim-based authentication and IFD deployment
Focus on Dynamics CRM 2011 server maintenance and optimization techniques
Learn advanced Dynamics CRM 2011 administration techniques
Discover how to manage Dynamics CRM 2011 Solution, customize Ribbon and SiteMap, and integrate Microsoft SharePoint with CRM
Implement business processes with workflows and dialogs

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.

What you will learn from this book

Deploy Dynamics CRM 2011 on multi-server environment
Internet Facing Deployment (IFD) of Dynamics CRM 2011
Optimize Dynamics CRM 2011 Database Server Performance
Create a Custom Administrator Security Role
Configure system settings
Schedule Data Duplication detection jobs
Export Translations from an unmanaged solution
Create a new 1-to-Many (1: N), Many-to-1 (N: 1), or Many-to-Many (N:N) relationship
Configure a role based form
Add a new ribbon button to an existing group of a specific entity
Create Mail Merge templates using Microsoft Word
Query CRM data in a dialog

Approach

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

About the Author

Dipankar Bhattacharya

Dipankar Bhattacharya is a Dynamics CRM consultant and Microsoft technology evangelist. He is a Certified Professional in Microsoft Dynamics CRM, the Microsoft Dynamics Sure Step methodology, and core .NET technologies, such as .NET 3.5, ADO.NET, WPF, and WCF. He has been working with Microsoft technologies for around nine years and his primary focus has been solution architecture, system integration, computer telephony integration, and data migration. Currently, he is associated with Microsoft Services Global Delivery as a Business Solution Consultant and he is working with various enterprise customers, assisting them with architecting a solution till its deployment. He has been architecting, developing, and deploying business solutions across the globe using Dynamics CRM, xRM and Customer Care Accelerator for Dynamics CRM, and so on.

"About this title" may belong to another edition of this title.

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