Microsoft Dynamics Crm 40 Unleashed

Download or read book Microsoft Dynamics CRM 4.0 Unleashed written by Marc Wolenik and published by Sams Publishing. This book was released on 2004-04-15 with total page 867 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage. The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools. This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else. Detailed information on how to… Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry Thoroughly understand both the on-premise and hosted versions of Dynamics CRM Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices Improve customer service by integrating schedules, cases, contacts, product/service information, and more Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling Efficiently administer and secure any Dynamics CRM implementation Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons ON THE WEB: Download all of this book’s examples and source code at informit.com/title/9780672329708

Download or read book Microsoft Dynamics CRM 4 Integration Unleashed written by Marc Wolenik and published by Pearson Education. This book was released on 2009-10-27 with total page 801 pages. Available in PDF, EPUB and Kindle. Book excerpt: In Microsoft® Dynamics CRM 4 Integration Unleashed , two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers. Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google and MSN mapping tools. They also present a full analysis of the CRM Accelerators and advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, and much more. Wolenik and Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security. Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint Create dashboards and other visual CRM tools with Microsoft Silverlight Develop custom CRM applications with Visual Studio Integrate CRM with Team Foundation Server Use Scribe templates and adapters to streamline data integration and migration On the web: Download all examples and source code presented in this book from informit.com/title/9780672330544.

Download or read book Microsoft Dynamics CRM 2011 Unleashed written by Marc Wolenik and published by Sams Publishing. This book was released on 2011-09-27 with total page 1366 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft's new online service marketplace. The authors systematically explain how Dynamics CRM 2011 works, illuminating why it works that way, and how to drive maximum business value from it. Drawing on insider knowledge of Microsoft's new product, they present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. Their far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition's extensive new coverage includes new chapters on Mobility, the Outlook Client, and Office 2010 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint Foundation integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.

Download or read book Microsoft Dynamics CRM 2013 Unleashed written by Marc Wolenik and published by Sams Publishing. This book was released on 2014-04-25 with total page 1176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12. You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available

Download or read book Microsoft Dynamics CRM 2011 Reporting written by Damian Sinay and published by Packt Publishing Ltd. This book was released on 2013-01-01 with total page 412 pages. Available in PDF, EPUB and Kindle. Book excerpt: The book is a focused and step-by-step tutorial on Microsoft Dynamics CRM Reporting capabilities. It will enable Dynamics developers to create and manage reports, know what tools to use, how to use them, and where to find the data based on how it's being entered into the system with Dynamics CRM.This book is great for users and developers new to the Dynamics CRM Reports and SQL Server Reporting services, and who are looking to get a good grounding in how to use the reporting capabilities of Dynamics CRM 2011. It's assumed that you will have some experience in HTML and JavaScript already to build the advanced reports, but no previous programming experience is required to build and learn how to create some basic to intermediate reports, which will be used during the exercises within this book.

Download or read book Using Scribe Insight written by Mark Beckner and published by Apress. This book was released on 2015-11-24 with total page 133 pages. Available in PDF, EPUB and Kindle. Book excerpt: Understand how to utilize the workbench, console, adapters, publisher, and other components in Scribe to ensure you have a rapid development toolkit that will drastically reduce your workload and timeline. In Using Scribe Insight, you’ll learn to build your integrations and migrations with the minimal amount of effort, what shortcuts can be taken to simplify and reduce your labor, and what techniques can be used to keep your solutions as simple as possible. You’ll find discussions that span the full product, from installation and configuration of the core product and use of the development workbench to advanced concepts around mapping, administration, troubleshooting, and optimization of packages. You’ll also be introduced to Scribe Online, how to do basic development within the environment, and how to determine when to develop solutions in Online vs. Insight. What You Will Learn: • Build rapid solutions for complex migration and integration requirements • Approaches to advanced mapping techniques • Ways to optimize packages and increase performance • Utilize the Publisher and MSMQ • Understand troubleshooting and administration Target Audience: All developers or solution architects working within the CRM space, including Salesforce and Dynamics CRM, will eventually need to either migrate or integrate data from previous versions or external systems. Scribe is the leading platform for these integrations and migrations.

Download or read book Microsoft Dynamics CRM 2016 Unleashed written by Marc Wolenik and published by Sams Publishing. This book was released on 2016-09-09 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.