MS Press Working with Microsoft Dynamics CRM 4.0

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Working with Microsoft Dynamics™ CRM 4.0, Second Edition

Customize Microsoft Dynamics CRM for your business - with or without programming.

Get a practical introduction to Microsoft Dynamics CRM - now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and can be delivered as an on-demand service through Microsoft Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications - including Microsoft Office Outlook, Microsoft Office InfoPath, and Microsoft SharePoint Products and Technologies - this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets - the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. This book includes sample data and code samples on the Web.


Part I Overview and Setup
1 - Microsoft Dynamics CRM 4.0 Overview
2 - Setup and Common Tasks
3 - Managing Security and Information Access

Part II Customization
4 - Entity Customization: Concepts and Attributes
5 - Entity Customization: Forms and Views
6 - Entity Customization: Relationships, Custom Entities, and Site Map
7 - reporting and Analysis
8 - Workflow

Part III Extending Microsoft Dynamics CRM
9 - Microsoft Dynamics CRM 4.0 SDK
10- Form Scripting and Extensions