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Working with Microsoft Dynamics CRM 2011
 
 
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Working with Microsoft Dynamics CRM 2011 [Paperback]

Mike Snyder , Jim Steger , Kristie Reid
4.0 out of 5 stars  See all reviews (4 customer reviews)
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Working with Microsoft Dynamics CRM 2011 + Microsoft Dynamics CRM 2011 Administration Bible + Microsoft Dynamics CRM 2011 Step by Step (Step by Step (Microsoft))
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Product details

  • Paperback: 587 pages
  • Publisher: MICROSOFT PRESS; 1 edition (26 April 2011)
  • Language English
  • ISBN-10: 0735648123
  • ISBN-13: 978-0735648128
  • Product Dimensions: 22.9 x 18.8 x 4.1 cm
  • Average Customer Review: 4.0 out of 5 stars  See all reviews (4 customer reviews)
  • Amazon Bestsellers Rank: 110,009 in Books (See Top 100 in Books)
  • See Complete Table of Contents

More About the Author

Mike Snyder
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Product Description

Product Description

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.

Discover how to:

  • Set up and configure your system
  • Plan and configure security settings and information access
  • Easily customize form attributes, views, and relationships
  • Create and deploy custom reports
  • Use xRM to quickly create and efficiently manage line-of-business applications
  • Automate business workflows
  • Extend Microsoft Dynamics CRM with scripts and assemblies

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.

Jim Steger and Mike Snyder 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.


Inside This Book (Learn More)
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Front Cover | Copyright | Table of Contents | Excerpt | Index
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Customer Reviews

Most Helpful Customer Reviews
2 of 2 people found the following review helpful
By Peter Lee TOP 500 REVIEWER VINE™ VOICE
Format:Kindle Edition|Amazon Verified Purchase
I'm an IT training instructor specialising in Microsoft CRM and SQL, and after working with the product from version 1.0 onwards I was really looking forward to reading this book. It's good, but could - and should - have been a lot better.

First of all, the title (which has remained the same over each edition of the book) is a little misleading. "Working With Microsoft Dynamics CRM" sounds as though it is an end-user manual, but that isn't the case. This book is aimed at those who will be managing the system, specifically those who will make changes to how it works, looks and feels. You'll find that maybe half of the book, possibly a little more, focuses on post-installation configuration, such as creating business units, security roles, user accounts, and so on, and the latter moves into customization territory.

Unlike earlier versions of this book it would appear that a decision was made not to include any code at all, and instead the book focuses on the graphical customization tools, such as the form designer, workflows, relationships and so on, whilst earlier editions had sections on event code, plug-ins and so on. I know that the authors of this book wrote a separate book for CRM 4 on programming, which was entirely devoted to code, so maybe a similar book will follow for CRM 2011 but I was surprised that there wasn't a trace of code in this one.

That said, the content in the book is still very, very good, if sometimes a little laboured (on a few sections I found myself thinking "oh get on with it!") but is still probably the best CRM 2011 customization book out there, and written by recognized experts in the field. It also assumes very little previous CRM customization experience so if you're new to the product don't feel you'll struggle as you haven't previously used CRM 3 or 4.

One final thing: The Kindle edition works extremely well. Screen shots can be zoomed in on and although still hard to read are helpful. I keep my copy on my Kindle home page all the time and my Kindle lives in my work bag with my laptop.
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2 of 2 people found the following review helpful
Very disappointing 27 Jun 2011
Format:Paperback
Do not buy this book if you are a CRM 4.0 developer looking to upgrade your skills to CRM 2011.

I was hoping this would be an updated version of their Working with CRM 4.0 book (which I thought was excellent) but it seems to be nothing of the sort. Where the previous book was comprehensive this is lacking in detail.

Some of the new features or CRM 2011 are covered such as solutions, but others are omitted entirely such as lookup filtering.

However, my biggest gripe with this book is to do with the claims made on the back cover - "Discover how to: Extend Microsoft Dynamics CRM with scripts and assemblies". SCRIPTS AND ASSEMBLIES ARE NOT COVERED IN THIS BOOK. In fact, when you look up assemblies in the index it directs you to a page which states that "The programming aspects of plug-ins or assemblies are beyond the scope of this book. Please refer to the Microsoft Dynamics CRM SDK for more information about these topics."

Is this not false advertising? I notice they've removed that line from the book description on the Sonoma Partners website...

As a final point, it's even printed on cheap and nasty paper whereas the previous version was of much higher quality.
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Format:Paperback
I have been using this book as an helpful tool in my Dynamics CRM projects. The guys at Sonoma Partners are still #1 in producing great material to help peolple ramping up, consultants as well as other practitioners in Dynamics CRM.
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