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Full Description
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
Contents
Foreword Introduction Part I1: Microsoft Dynamics CRM 2011 Overview Chapter 2: Setup and Common Tasks Chapter 3: Managing Security and Information Access Chapter 4: Data and Document Management Part II: 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 Part III: Processes Chapter 14: Workflow Processes Chapter 15: Dialog Processes About Sonoma Partners
