Working with Microsoft Dynamics® CRM 2011 by Mike Snyder

By Mike Snyder

Configure, adapt, and expand Microsoft Dynamics CRM 2011—guided by way of of the top implementation experts within the box. no matter if you’re an IT specialist, a developer, or an influence person, you’ll get pragmatic, hands-on insights for customizing CRM on your organization—with or with out programming. realize how to:Set up and configure your process Plan and configure safety settings and data entry simply customise shape attributes, perspectives, and relationships Create and installation customized stories Use xRM to speedy create and successfully deal with line-of-business functions Automate enterprise workflows expand Microsoft Dynamics CRM with scripts and assemblies

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By Mike Snyder

Configure, adapt, and expand Microsoft Dynamics CRM 2011—guided by way of of the top implementation experts within the box. no matter if you’re an IT specialist, a developer, or an influence person, you’ll get pragmatic, hands-on insights for customizing CRM on your organization—with or with out programming. realize how to:Set up and configure your process Plan and configure safety settings and data entry simply customise shape attributes, perspectives, and relationships Create and installation customized stories Use xRM to speedy create and successfully deal with line-of-business functions Automate enterprise workflows expand Microsoft Dynamics CRM with scripts and assemblies

Show description

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Because of this web architecture, users can access Microsoft Dynamics CRM through the Internet Explorer browser. Figure 1-5 shows the interface. FIGURE 1-5 Internet Explorer interface to Microsoft Dynamics CRM In addition to the web interface (also known as the web client), users can access Microsoft Dynamics CRM by installing the Microsoft Dynamics CRM for Outlook client on a computer running Microsoft Office Outlook. Because Microsoft Dynamics CRM for Outlook is optional, you can pick and choose which users should receive this software on their computer.

For email, Microsoft Dynamics CRM provides integration with Microsoft Exchange Server, but also supports any Post Office Protocol 3 (POP3) email system for incoming mail and any Simple Mail Transfer Protocol (SMTP) email system for outgoing mail. Finally, Microsoft Dynamics CRM supports a wide variety of automation, such as command-line install and Terminal Services. Microsoft Dynamics CRM also supports ­thin-client environments such as Citrix and roaming profiles. Includes a Highly Configurable and Extensible Development Framework Just like most of the competing CRM products, Microsoft Dynamics CRM offers excellent core CRM capabilities for sales, marketing, and customer service.

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