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- Microsoft Dynamics CRM unleashed /Marc Wolenik, Damian Sinay, Rajya Bhaiya. – National Library
- Microsoft Dynamics CRM 2011 Unleashed by Marc J. Wolenik
Drawing on insider wisdom of Microsoft's new product, they current transparent examples, confirmed top practices, and pitfalls to prevent in utilizing each major Dynamics CRM power. Their far-reaching assurance levels from Dynamics CRM's revenues, advertising and marketing, and customer support positive factors to its computerized workflows; Outlook and place of work integration to reporting and safety. This edition's broad new assurance contains new chapters on Mobility, the Outlook patron, and workplace integration, in addition to tremendously multiplied insurance of CRM on-line.
It additionally includes new or multiplied discussions of knowledge visualization, SharePoint starting place integration, person interface adjustments, inbuild charts, dashboards, IM and SMS conversation aid, auditing, no-code workflows, connections, queues, the recent WCF-based programming version, UI scripting, and safety.
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Designed to construct a origin in simple server management, the booklet calls for no prior server event. It covers the entire severe home windows Server good points, together with the beneficial properties designated to this new server working method, from home windows Server positive factors and models to fitting, configuring, and utilizing Hyper-V digital server services. Arguably the most important entity in the Service Module, Cases, comes next. Again, this covers the essentials such as the Subject hierarchy, Case Activities and resolving Cases.
Articles are again covered but, this time, with more depth than in chapter 7, talking about the approval process and writing Articles in multiple languages.
2 editions of this work
Again, the essentials are covered it this area is of interest. Like the previous two chapters, a good overview of the module and what it tries to manage. Overlap with other chapters is starting to creep in and perhaps this will be addressed in future versions of the book. The initial focus here is on running SSRS reports, rather than their creation with the differences between reports in CRM Online and on-premise being covered. I am not a huge fan of the Report Wizard as it is quite limited but the chapter arms the user with the tools to play with this CRM feature. The report scheduling feature of CRM is covered which is great as it is also a feature often overlooked but potentially very useful for longitudinal analysis.
Other features such as sharing reports and publishing for external use are also covered. Next comes Charts and Dashboards which equips the reader nicely for setting up their own and, for the advanced user, how to export charts and edit the underlying XML. The chapter calls out the fact that Charts are unprintable and offers SSRS reports as a better option for printing, which is good advice. For the more advanced user, the chapter then walks through setting up your computer to create custom SSRS reports, walks through the essentials for report creation and then shows how to deploy the reports.
While many of the previous chapters are strongly focused on someone who is new to CRM and probably an end user, this chapter is more for a report writer looking to write reports for CRM for the first time. The Product catalogue gets a reasonably detailed review to help with Product setup. Security and user setup also covers what an administrator needs to begin adding users and configuring the security of their system.
Finally auditing is covered to allow for this to be effectively set up. Overall a good review of the settings area which additional detail where it is probably required. This fills in the gap for reporting, going through the creation of views and the use of Advanced Find. In terms of creating a Personal View from scratch, this will put you on the right track.
What would have been nice to see is creating a view from filters, which is possible in CRM , and a very easy way to create simple views. The chapter also covers the essentials for modifying the system views. What the chapter does not cover is using Advanced Find beyond simple field matching. If you want to get into some of the more powerful features of Advanced Find, this is not the chapter for you.
The next part of the chapter covers Connections. Again, the essentials are covered.fornedenebe.cf/2254.php
Microsoft Dynamics CRM unleashed /Marc Wolenik, Damian Sinay, Rajya Bhaiya. – National Library
Where I see the value of Connections is in subgrids on the form where the Connection Roles can be filtered allowing grids of different related records. For example, if the record is an Account of a hospital, Connections can be used to show, in separate grids, different specialists, administrators, and service staff.
This use was not mentioned in the chapter. This is a good chapter to have because, like a few other areas covered, this is an often overlooked part of CRM which has the benefit to provide a lot of value.
Microsoft Dynamics CRM 2011 Unleashed by Marc J. Wolenik
If you do not know about filtered lookups in CRM , you will love this chapter. This chapter walks through setting up the Outlook client. If you need a guide to setting it up, here it is. The finer details, such as synchronization filter setting is not covered. This covers setting up email for CRM through the various integration options. Coverage of the server side synchronization is excellent. Migration from an existing email router to server side synchronization is also covered.
If you want to stick with the email router, setting this up is also walked through with a lot of detail. This covers use of CRM on tablets and mobile phones. The installation of the app for Windows tablets is walked through and the features of the mobility app, and how CRM features work with it, are covered in detail. Installing the CRM app on an iPhone is also covered. If like me, you have not yet really explored the mobility options for CRM, this chapter is a great place to start and shows the power of the mobile applications.
This chapter reviews the CRM concept of Solutions containers for customizations. The layering of solutions within a CRM system is briefly mentioned and is an area that causes a great deal of confusion in regards to solution behaviour i. It is covered in more depth in chapter Overall not a bad introduction to solutions but, as with other areas, there is a lack of depth for the more advanced user.
In this case, chapter 25 takes us further. See here for details on setting up the integration for CRM Online. Given the process changed after the Spring Release update, I would probably look online if setting up SharePoint integration. If this is something you need to do for your deployment of CRM, this chapter will be invaluable. A good high-level summary of what can be done.
The chapter provides a good level of detail for all the process types and especially the new ones Actions and Business Process Flows. This chapter gives an overview of what a plug-in is and how it works. Then it provides an overview on how to develop and deploy plug-ins.
Finally, it discusses de-registering plug-ins and approaches to debugging them. This is a good introductory chapter for plug-ins. This chapter provides an overview of the web services available for Dynamics CRM and how to interact with them. As with the other developer-related chapters, it provides a good overview for someone wanting to get an introduction to the subject.
This continues from where chapter 18 left off. It is not clear to me why they are so far apart in the book. This chapter covers solution layers and provides some guidance on using solutions in a development environment. Overall not a bad summary. Net application via an iFrame. It also shows how to create a SilverLight Web Resource. This chapter is specifically for on-premise deployments, looking to set up an internet-facing deployment IFD.
This is a paid add-on and one I have not worked with. Initially it talks about the importance of clean data and the costs of poor data and then reviews the product. It appears similar to the free InsideView add-on, which the book covers in the next chapter.
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The chapter suggests InsideView is only available in North America but I have used it in demos in Australia without any problem. This being said, the data for Australia was a bit light on the ground with a vanity search drawing a blank. Another good product summary highlighting lots of features I knew nothing about. Worth a read if InsideView is going to be a key part of your deployment. Marketo is another third party application.
In this case it supplements the internal marketing capabilities of CRM. Arguably ClickDimensions is the more popular marketing automation add-on for CRM so I am not sure why this one got a chapter and ClickDimensions did not. This being said, I have heard a lot of good things about Marketo so it is certainly worth considering.
The beginning of the chapter covers what to expect from a marketing automation solution and then it gets into the overview of Marketo. Again, if this is a product you are looking to bring into your enterprise to work with Dynamics CRM, this chapter will be very informative. This is a chapter often missing from books like this so it is good to see.
Firstly, it talks about how a system may be put into an unsupported state which literally means Microsoft may not offer support. Then it talks about the support Microsoft offers for systems in a supported state. It also mentions another key support vector, often missing from other books, the forums. After this it reviews the various tiers of paid support available for online and on-premise deployments. Finally, it talks about the value a Value Added Reseller VAR , otherwise known as a Microsoft partner, brings in terms of direct, tailored support.
Overall a good chapter on the various support options available for CRM in all of its deployment modes. The first part of this chapter is largely a summary of what can be found in the planning and implementation guides for CRM. The use rights table for the different user license levels is very useful. The chapter does provide some thoughts on single-server vs multi-server architectures and the splitting of server roles. Next, it provides a walkthrough of the server setup and Outlook client setup and finally provides an overview of the process for upgrading CRM from a previous version and a checklist of essential things to configure when setting up CRM.
Yammer setup and use has a bit more meat on the bones and is a good summary of what to expect from it, in CRM. Wow, that was quite a read. The initial claim of the books was: It is certainly a broad-ranging book, covering a lot of the CRM system but the downside of this is it cannot go into a lot of detail on all topics. The pattern, for the most part, seems to be the focus of depth is on the newer components e. Therefore, the reader who I see getting the most value out of this book is someone who is completely new to CRM and who wants a broad overview or someone who is familiar with CRM and wants some details on the new features of CRM In the second case, if the user has a deep knowledge of CRM , quite a few of the chapters will not provide a lot of value e.
In terms of the content and structure, there are parts of the book which are out of date. However, in defence of the author, the six month release cadence for Dynamics CRM makes it very difficult to keep a book of this size completely up to date. In some cases the new content was written months ago and, with the release of CRM on the horizon, there is the real risk that the book will be out of date before it is released. The structure of the book is probably the area where most improvement can be made.
There are areas which repeat information and areas which intuitively should be together e. This is a relatively easy thing to tighten up and will help explain the structure in chapter 1. The big positive for me was there are areas of CRM which are traditionally overlooked which are covered in the book. Examples include filtered lookups and report scheduling. These titbits certainly justify the admission price. Overall, while the structure is a bit loose, the content, as a high level summary of CRM with details on the new elements in CRM , is very good and therefore, for the right reader, this book provides excellent value.
If you fit the bill, I recommend you pick up a copy. Thursday, October 30, Book Review: Overview and Structure of the Book This is a big book over pages with 33 chapters. CRM Online Chapter 5: Working with Customers Chapter 7: System Personalization Chapter 8: Working with Sales Chapter 9: Working with Marketing Chapter Working with Service Chapter