Hands down, this is a terrific resource for anyone who wants to gain immediate hands-on experience with CRM in a real-world scenario.Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. If you use this book the way it was intended then you will learn how to implement, configure and extend the Microsoft Dynamics CRM product. If your goal is to get your hands dirty while you learn then this book will definitely meet your needs. I think you’ll agree that this is a pretty amazing list of features and functions to cover in one book. Implement the Customer Portal solution with complete steps for configuring, deploying and testing.Implement and configure SharePoint integration with CRM for document management.Create a workflow and dialog and understand the difference.Use of SOAP & Rest Endpoints, and JavaScript.
Calling Web Resources in forms, form & field events.Learn to use the data import wizard to include:.Other commonly used customization features.Walk through of customization steps with screenshots to include:.Points out feature improvements and enhancements between versions.
Nice mix of custom and out-of-the box entities leveraging relationships and other standard CRM features.CRM Project you work with mimics a real-world experience to include objective, scope, and functional requirements.Requires a certain level of technical expertise to setup the environment (instructions provided), ensure everything is working as expected and troubleshoot issues if they arise.Here are a few key highlights that I think will help you determine if this book is right for you: One thing you’ll want to understand is that the book’s target market is people who want hand’s on experience with configuring and extending the CRM application. You’ll also gain experience installing Microsoft Dynamics CRM & SharePoint 2010 in a virtual environment. In going through the book you will learn to work with CRM by building a solution for an Airline company. Beginning with Chapter 1, the authors jump directly into building and configuring Dynamics CRM. The first thing I noticed is the no-nonsense approach. I finished the book and want to share my impressions with you.
In late November I let you know about a new Dynamics CRM Book that I planned to review, “ Microsoft Dynamics CRM 2011 New Features” written by Dynamics CRM MVP Jim Wang and Microsoft employee Darren Liu.
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