Working with Microsoft Dynamics CRM 4.0 »

Mike Snyder and Jim Steger are co-founders and principals at Sonoma Partners, a consulting firm specializing in Microsoft CRM implementations. Sonoma Partners was named top Global Microsoft CRM Partner in 2003 and 2005. Recognized as one of the industry's leading CRM experts, Mike authors several popular newsletters and blogs about Microsoft CRM. Jim architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He's been developing and writing code for Microsoft CRM since the version 1.0 beta.

Get a practical, hands-on introduction to the fundamentals of adapting Microsoft CRM 3.0 to meet your specific business needs. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications-including Microsoft Office Outlook and Microsoft SharePoint Products and Technologies-this is the only book written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets-the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft CRM, making it of interest to IT professionals who support Microsoft CRM users. And power users will learn how to customize individual Microsoft CRM experiences. This introduction includes a 120-day evaluation copy of Microsoft CRM 3.0, as well as sample data and code samples on the Web.

ForewordAcknowledgmentsIntroductionOverview and Setup

• Chapter 1: Microsoft Dynamics CRM 4.0 Overview
• Chapter 2: Setup and Common Tasks
• Chapter 3: Managing Security and Information Access

Customization

• Chapter 4: Entity Customization: Concepts and Attributes
• Chapter 5: Entity Customization: Forms and Views
• Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map
• Chapter 7: Reporting and Analysis
• Chapter 8: Workflow

Extending Microsoft Dynamics CRM

• Chapter 9: Microsoft Dynamics CRM 4.0 SDK
• Chapter 10: Form Scripting and Extensions

About Sonoma PartnersAbout the Authors