Microsoft Dynamics CRM 2011 cookbook [[electronic resource] ] : includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application / / Dipankar Bhattacharya |
Autore | Bhattacharya Dipankar |
Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
Descrizione fisica | 1 online resource (406 p.) |
Disciplina |
005.376
658.8 658.8/12028553 |
Soggetto topico |
Management information systems
Customer relations - Management - Data processing |
Soggetto genere / forma | Electronic books. |
ISBN | 1-84968-453-7 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Installing Dynamics CRM 2011; Introduction; Installing Dynamics CRM Server; Installing Microsoft Dynamics CRM Reporting Extensions; Installing Dynamics CRM for Outlook; Installing a Dynamics CRM language pack; Installing Microsoft Dynamics CRM E-mail Router; Configuring Microsoft Dynamics E-mail Router; Installing Microsoft Dynamics CRM E-mail Router on multiple computers; Deploying Microsoft Dynamics CRM on multiple servers; Creating a new organization
Editing the organization's detailsChapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server; Introduction; Backing up Dynamics CRM 2011 Database Server; Backing up Dynamics CRM 2011 Server; Recovering from a Dynamics CRM 2011 Database Server failure; Recovering from a Dynamics CRM 2011 Server failure; Enabling server-level tracing; Enabling deployment-level tracing; Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine; Monitoring Dynamics CRM 2011 Server performance; Optimizing Dynamics CRM 2011 Database Server performance Optimizing Dynamics CRM 2011 Server performanceChapter 3: Administering Microsoft Dynamics CRM 2011; Securing Dynamics CRM 2011 deployment with SSL/HTTPS; Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011; Configuring Internet-facing Deployment (IFD); Creating a new deployment administrator; Creating a new system administrator; Creating a new business unit; Configuring a security role; Creating a custom administrator security role; Creating a field-level security profile; Adding a new user account in the Dynamics CRM 2011 system Adding multiple users in the Dynamics CRM 2011 systemCreating a new team in the Dynamics CRM 2011 system; Configuring autonumbering formats; Configuring system-wide settings; Configuring fiscal year settings; Configuring error notification preferences; Chapter 4: Data Management; Introduction to data import; Importing data into Dynamics CRM 2011 with Import Data Wizard; Exporting Dynamics CRM 2011 data to Microsoft Excel; Cleaning data using Bulk Deletion Wizard; Creating duplicate detection rules; Scheduling duplicate detection jobs; Enabling auditing in the Dynamics CRM 2011 system Viewing and cleaning audit recordsChapter 5: Solution Management; Introduction to solution management; Creating a solution publisher; Creating a new unmanaged solution; Adding an item in the unmanaged solution; Removing/deleting an item from the unmanaged solution; Exporting a solution; Importing a solution; Updating a managed solution; Deleting components from a managed solution; Uninstalling or deleting a solution; Exporting translations from an unmanaged solution; Importing translations to an unmanaged solution; Chapter 6: Entity Customization; Introduction to entities Creating a custom entity |
Record Nr. | UNINA-9910465690303321 |
Bhattacharya Dipankar
![]() |
||
Birmingham, : Packt Pub., 2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Microsoft Dynamics CRM 2011 cookbook [[electronic resource] ] : includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application / / Dipankar Bhattacharya |
Autore | Bhattacharya Dipankar |
Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
Descrizione fisica | 1 online resource (406 p.) |
Disciplina |
005.376
658.8 658.8/12028553 |
Soggetto topico |
Management information systems
Customer relations - Management - Data processing |
ISBN | 1-84968-453-7 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Installing Dynamics CRM 2011; Introduction; Installing Dynamics CRM Server; Installing Microsoft Dynamics CRM Reporting Extensions; Installing Dynamics CRM for Outlook; Installing a Dynamics CRM language pack; Installing Microsoft Dynamics CRM E-mail Router; Configuring Microsoft Dynamics E-mail Router; Installing Microsoft Dynamics CRM E-mail Router on multiple computers; Deploying Microsoft Dynamics CRM on multiple servers; Creating a new organization
Editing the organization's detailsChapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server; Introduction; Backing up Dynamics CRM 2011 Database Server; Backing up Dynamics CRM 2011 Server; Recovering from a Dynamics CRM 2011 Database Server failure; Recovering from a Dynamics CRM 2011 Server failure; Enabling server-level tracing; Enabling deployment-level tracing; Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine; Monitoring Dynamics CRM 2011 Server performance; Optimizing Dynamics CRM 2011 Database Server performance Optimizing Dynamics CRM 2011 Server performanceChapter 3: Administering Microsoft Dynamics CRM 2011; Securing Dynamics CRM 2011 deployment with SSL/HTTPS; Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011; Configuring Internet-facing Deployment (IFD); Creating a new deployment administrator; Creating a new system administrator; Creating a new business unit; Configuring a security role; Creating a custom administrator security role; Creating a field-level security profile; Adding a new user account in the Dynamics CRM 2011 system Adding multiple users in the Dynamics CRM 2011 systemCreating a new team in the Dynamics CRM 2011 system; Configuring autonumbering formats; Configuring system-wide settings; Configuring fiscal year settings; Configuring error notification preferences; Chapter 4: Data Management; Introduction to data import; Importing data into Dynamics CRM 2011 with Import Data Wizard; Exporting Dynamics CRM 2011 data to Microsoft Excel; Cleaning data using Bulk Deletion Wizard; Creating duplicate detection rules; Scheduling duplicate detection jobs; Enabling auditing in the Dynamics CRM 2011 system Viewing and cleaning audit recordsChapter 5: Solution Management; Introduction to solution management; Creating a solution publisher; Creating a new unmanaged solution; Adding an item in the unmanaged solution; Removing/deleting an item from the unmanaged solution; Exporting a solution; Importing a solution; Updating a managed solution; Deleting components from a managed solution; Uninstalling or deleting a solution; Exporting translations from an unmanaged solution; Importing translations to an unmanaged solution; Chapter 6: Entity Customization; Introduction to entities Creating a custom entity |
Record Nr. | UNINA-9910792300903321 |
Bhattacharya Dipankar
![]() |
||
Birmingham, : Packt Pub., 2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Microsoft Dynamics CRM 2011 cookbook : includes over 75 incredible recipes for deploying, configuring, and customizing your CRM application / / Dipankar Bhattacharya |
Autore | Bhattacharya Dipankar |
Edizione | [1st ed.] |
Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
Descrizione fisica | 1 online resource (406 p.) |
Disciplina |
005.376
658.8 658.8/12028553 |
Soggetto topico |
Management information systems
Customer relations - Management - Data processing |
ISBN | 1-84968-453-7 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; Acknowledgments; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Installing Dynamics CRM 2011; Introduction; Installing Dynamics CRM Server; Installing Microsoft Dynamics CRM Reporting Extensions; Installing Dynamics CRM for Outlook; Installing a Dynamics CRM language pack; Installing Microsoft Dynamics CRM E-mail Router; Configuring Microsoft Dynamics E-mail Router; Installing Microsoft Dynamics CRM E-mail Router on multiple computers; Deploying Microsoft Dynamics CRM on multiple servers; Creating a new organization
Editing the organization's detailsChapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server; Introduction; Backing up Dynamics CRM 2011 Database Server; Backing up Dynamics CRM 2011 Server; Recovering from a Dynamics CRM 2011 Database Server failure; Recovering from a Dynamics CRM 2011 Server failure; Enabling server-level tracing; Enabling deployment-level tracing; Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine; Monitoring Dynamics CRM 2011 Server performance; Optimizing Dynamics CRM 2011 Database Server performance Optimizing Dynamics CRM 2011 Server performanceChapter 3: Administering Microsoft Dynamics CRM 2011; Securing Dynamics CRM 2011 deployment with SSL/HTTPS; Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011; Configuring Internet-facing Deployment (IFD); Creating a new deployment administrator; Creating a new system administrator; Creating a new business unit; Configuring a security role; Creating a custom administrator security role; Creating a field-level security profile; Adding a new user account in the Dynamics CRM 2011 system Adding multiple users in the Dynamics CRM 2011 systemCreating a new team in the Dynamics CRM 2011 system; Configuring autonumbering formats; Configuring system-wide settings; Configuring fiscal year settings; Configuring error notification preferences; Chapter 4: Data Management; Introduction to data import; Importing data into Dynamics CRM 2011 with Import Data Wizard; Exporting Dynamics CRM 2011 data to Microsoft Excel; Cleaning data using Bulk Deletion Wizard; Creating duplicate detection rules; Scheduling duplicate detection jobs; Enabling auditing in the Dynamics CRM 2011 system Viewing and cleaning audit recordsChapter 5: Solution Management; Introduction to solution management; Creating a solution publisher; Creating a new unmanaged solution; Adding an item in the unmanaged solution; Removing/deleting an item from the unmanaged solution; Exporting a solution; Importing a solution; Updating a managed solution; Deleting components from a managed solution; Uninstalling or deleting a solution; Exporting translations from an unmanaged solution; Importing translations to an unmanaged solution; Chapter 6: Entity Customization; Introduction to entities Creating a custom entity |
Record Nr. | UNINA-9910813126803321 |
Bhattacharya Dipankar
![]() |
||
Birmingham, : Packt Pub., 2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
Autore | Tarla Nicolae |
Edizione | [1st edition] |
Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
Descrizione fisica | 1 online resource (268 p.) |
Disciplina | 658.8/12028553 |
Soggetto topico | Customer relations - Data processing - Computer programs |
Soggetto genere / forma | Electronic books. |
ISBN |
1-299-44098-3
1-84968-883-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
Record Nr. | UNINA-9910453121203321 |
Tarla Nicolae
![]() |
||
Birmingham, UK, : Packt, c2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
Autore | Tarla Nicolae |
Edizione | [1st edition] |
Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
Descrizione fisica | 1 online resource (268 p.) |
Disciplina | 658.8/12028553 |
Soggetto topico | Customer relations - Data processing - Computer programs |
ISBN |
1-299-44098-3
1-84968-883-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
Record Nr. | UNINA-9910779403503321 |
Tarla Nicolae
![]() |
||
Birmingham, UK, : Packt, c2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|
Microsoft Dynamics CRM 2011 scripting cookbook : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
Autore | Tarla Nicolae |
Edizione | [1st edition] |
Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
Descrizione fisica | 1 online resource (268 p.) |
Disciplina | 658.8/12028553 |
Soggetto topico | Customer relations - Data processing - Computer programs |
ISBN |
1-299-44098-3
1-84968-883-4 |
Formato | Materiale a stampa ![]() |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
Record Nr. | UNINA-9910818181803321 |
Tarla Nicolae
![]() |
||
Birmingham, UK, : Packt, c2013 | ||
![]() | ||
Lo trovi qui: Univ. Federico II | ||
|