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Dipankar Bhattacharya - Microsoft Dynamics CRM 2011 Cookbook

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Dipankar Bhattacharya Microsoft Dynamics CRM 2011 Cookbook

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Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

Copyright 2013 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: May 2013

Production Reference: 1170513

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-84968-452-1

www.packtpub.com

Cover Image by Vivek Sinha (<>)

Credits

Author

Dipankar Bhattacharya

Reviewers

Ian Grieve

James Wood

Acquisition Editor

Rukhsana Khambatta

Lead Technical Editors

Rukmini Iyer

Ankita Shashi

Sharvari Tawde

Technical Editors

Jalasha D'costa

Saumya Kunder

Varun Pius Rodrigues

Copy Editors

Brandt D'Mello

Insiya Morbiwala

Aditya Nair

Laxmi Subramanian

Project Coordinator

Anurag Banerjee

Proofreader

Ting Baker

Indexer

Tejal Soni

Graphics

Ronak Dhruv

Production Coordinator

Shantanu Zagade

Cover Work

Shantanu Zagade

About the Author

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.

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Disclaimer

The opinions expressed in this book are solely my personal understandings and do not represent the thoughts, intentions, plans, or strategies of my employers.

Acknowledgments

Writing this book has been quite a journey, and during the evolution of this book, I have accumulated many debts, only a few of which I have space to acknowledge here.

I would like to offer a big thanks to Packt Publishing for publishing this book. Special thanks to the Project Coordinator, Anurag Banerjee, for his continuous support since the very beginning. I must thank Sharvari Tawde and Rukhsana Khambatta who helped me with proofreading and styling, and offered valuable comments to make this book better. Thanks to the entire team of Packt Publishing for their help and dedication.

I wanted to offer my sincere thanks to Ian Grieve and James Wood for their insightful feedback and excellent technical review. They have helped me fill the gaps and improve the overall quality of the book.

I have been fortunate enough to work amid a very passionate set of people; they have all helped me enrich my knowledge base. I want to offer thanks to them for their help with writing this book.

I have spent most of my time writing when my little daughter, Dishita, expected me to spend time with her. Finally she will have her papa back with her. Dishita, you surely deserve packets of chocolates. My wife, Sangeeta, has been a consistent support, and without her help and encouragement, this book would not have become a reality. I want to thank my family immensely for their best wishes, which have always provided me strength and encouragement.

Last but not least, I beg forgiveness of all those who have been with me through the course of writing this book and whose names I have failed to mention.

I hope readers will have at least half as much fun reading this book as I've had writing it. Readers can reach me at <>.

About the Reviewers

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing 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 past nine years since then, has dealt with all aspects of the product life cycle, right from presales, to implementation, to technical and functional training, to post go-live support, and subsequent upgrades and process reviews. Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and training of end users in the management of sales, marketing, and service.

In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products, and tries, often unsuccessfully, to squeeze in extra time for the blog related to Dynamics CRM, called coralcurve | A Consultant's Dabblings In Dynamics CRM .

James Wood is a consultant at Gap Consulting with skills in the end-to-end implementation of enterprise-level Microsoft Dynamics CRM solutions. He graduated from the University of Huddersfield with a first in Computer Games Programming before making the switch to business applications.

He has worked with Microsoft Dynamics CRM for three years and is an able developer of bespoke applications. He has worked on a number of small to large implementations in sectors including local and regional government, education, defense, banking, manufacturing, and welfare.

He has also worked as a technical reviewer for Microsoft Dynamics CRM 2011 Application Design and on an upcoming book on Microsoft Dynamics CRM 5.0 Reporting by Packt Publishing .

You can read his blog at www.woodsworkblog.wordpress.com.

I would like to thank my family and friends, especially Georgia, for everything.

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