Configure, adapt, and extend Microsoft Dynamics CRM 2011-guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization-with or without programming.

About the Author

Mike Snyder and Jim Steger are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.

Table of Contents:
Overview and Configuration · Microsoft Dynamics CRM 2011 Overview · Setup and Common Tasks · Managing Security and Information Access · Data and Document Management Solutions · Solutions Overview and Concepts · Entity: Fields and Option Sets · Entity Customization: Forms · Entity Customization: Views and Charts · Entity Customization: Relationships · Entity Customization: Custom Entities and Activities · Solutions: Web Resources · Solutions: Client Extensions · Reports and Dashboards Processes · Workflow Processes · Dialog Processes