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Tarla M. - Microsoft Dynamics CRM Customization Essentials

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Tarla M. Microsoft Dynamics CRM Customization Essentials
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Packt Publishing, 2014. 309 p. ISBN-10: 1784397849, ISBN-13: 978-1-78439-784-5.
Dynamics CRM is Microsofts answer to customer relationship management. The platforms flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.About This Book:
Master the skills necessary to customize your system using the wizard driven capabilities of Dynamics CRM platform;
Use Business rules and flows to enforce and visually enhance the user experience;
A no-code approach to speed up the full range of Dynamics CRM features;Who This Book Is For:
If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software. iPAD Amazon Kindle, PC , Cool Reader (EPUB), Calibre (EPUB, MOBI, AZW3), Adobe Digital Editions (EPUB), FBReader (EPUB, MOBI, AZW3).

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Microsoft Dynamics CRM Customization Essentials

Table of Contents
Microsoft Dynamics CRM Customization Essentials

Microsoft Dynamics CRM Customization Essentials

Copyright 2014 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: December 2014

Production reference: 1231214

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78439-784-5

www.packtpub.com

Credits

Author

Nicolae Tarla

Reviewers

Salim Adamon

Guillermo Barker

Ian Grieve

Harry Riddle

Tanguy Touzard

James Wood

Commissioning Editor

Sarah Crofton

Acquisition Editor

Owen Roberts

Content Development Editors

Prachi Bisht

Shweta Pant

Technical Editor

Utkarsha S. Kadam

Copy Editors

Dipti Kapadia

Vikrant Phadkay

Project Coordinator

Sageer Parkar

Proofreaders

Simran Bhogal

Stephen Copestake

Ameesha Green

Paul Hindle

Indexer

Mariammal Chettiyar

Production Coordinator

Manu Joseph

Cover Work

Manu Joseph

About the Author

Nicolae Tarla is a senior consultant who works with Dynamics CRM in a Solution Architecture and Technical Pre-Sales Specialist role. He has worked on various mid-sized to enterprise-level Dynamics CRM and SharePoint solutions for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since Version 3.0 of the product was launched.

Nicolae is the technical reviewer of Microsoft Dynamics CRM 2011: Dashboards Cookbook and the author of Microsoft Dynamics CRM 2011: Scripting Cookbook . He is an active blogger at http://www.thecrmwiz.com. Also, he has presented at various public events, including eXtreme CRM in 2014.

In 2014, Nicolae was awarded with Dynamics CRM MVP.

I would like to thank my wife and daughter for the ongoing support they provided during this project.

Also, a big thanks goes to the community for being there, being active, and driving me to participate and give back more and more every day. You rock!

About the Reviewers

Salim Adamon is a seasoned Dynamics CRM professional. He has participated in numerous CRM solution implementations in the east of Canada and in the United States. Throughout his work experience, he has proven his versatility across multiple project phases, acting as a business analyst, developer, or solution architect.

He is a blogger, writer, speaker, and has been awarded the Microsoft Most Valuable professional for Microsoft Dynamics CRM.

I'd like to thank my mom and the lovely Helene.

Guillermo Barker is an Electrical Engineer (Universidad de Chile) and CRM consultant. He was awarded the Microsoft MCT and MAP last year.

Prior to working as a CRM consultant, as service manager for CMetrix, Guillermo has spent almost 20 years in service management, using a variety of CRM platforms. This experience gave him a wide knowledge on how to design and configure different capabilities in a Dynamics CRM implementation and how they can impact user adoption.

Additionally, he has helped many companies with CRM installation, deployment, reporting, and configuration.

He is academic and trainer for Golden Training and Comunidad CRM (www.comunidadcrm.com) and a frequent contributor to the Comunidad CRM community on Internet. He has reviewed Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide , Packt Publishing .

You can read more about him on his LinkedIn profile at http://www.linkedin.com/profile/view?id=32635763&trk=tab_pro or his blog at http://www.comunidadcrm.com/guillermobarker/.

Ian Grieve is a Microsoft Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant who specializes in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd., a Microsoft Partner and VAR in the north east of England.

Ian has worked with Microsoft Dynamics GP since 2003, and over the years, he has dealt with all the aspects of the product life cyclefrom presales to implementation, technical and functional training, post go-live support, and subsequently upgrades and process reviews.

Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role since the time he joined Perfect Image, dealing with Microsoft Dynamics CRMwith especial emphasis on project delivery and the training of end users on the management of sales, marketing, and service.

Ian is the coauthor of Microsoft Dynamics GP2013 Cookbook and the author of Microsoft Dynamics GP 2013 Financial Management and Implementing the Microsoft Dynamics GP Web Client . He has produced the Microsoft Dynamics GP Techniques Online learning course and is the technical reviewer of both Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide and Microsoft Dynamics CRM 2011 Cookbook .

In his spare time, Ian runs the azurecurveRamblings of a Dynamics GP Consultant (http://www.azurecurve.co.uk)blog dedicated to Microsoft Dynamics GP and related products.

The most recent offshoot of running his blog is that he has started writing plugins to extend the functionality of the blogging platform WordPress. A new site, azurecurve WordPress Development (http://wordpress.azurecurve.co.uk) contains information on his plugins and also the new blog, where he discusses how the development of plugins is done.

Harry Riddle is a Data Analyst who certified on Dynamics CRM in 2004 with Automated Options, Inc. in Spokane, Washington, USA and has focused his career on custom implementations. Harry has reviewed Microsoft Dynamics CRM 2011 New Features , Packt Publishing .

Tanguy Touzard is a technical consultant and a solution architect at Javista in Paris, France. He has been working with Microsoft Dynamics CRM for more than ten years on various project aspects, such as development, consulting, and training. He is a Microsoft MVP since 5 years.

Tanguy is the creator of XrmToolBox, a set of tools that allow nondevelopers to customize Microsoft Dynamics CRM with lesser effort than what these tasks normally require. This project also allows other developers to create their own tools for XrmToolBox. The project is available on CodePlex at http://xrmtoolbox.codeplex.com.

I would like to thank my wife, Emeline, who let me work on my community work for Microsoft Dynamics CRM without any remarks, even though our one-year-old baby boy is a full-time job.

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