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Learn how to tailor Microsoft CRM to work the way you do. This in-depth guide is perfect for developers, IT implementers, and advanced users who want to learn how to use the new features and enhancements of Microsoft CRM 3.0 to meet exacting business needs. Two experts on CRM delivery case studies, integration and performance guidelines, and adaptable code samples—the information you need to help you create successful CRM solutions.
Discover how to:
- Set up and configure Microsoft CRM 3.0
- Manage information access with security settings
- Create and deploy custom reports
- Integrate Microsoft CRM with other business applications and tools
- Customize forms by modifying fields, tabs, and sections—without any programming
- Modify default entities—or create your own custom entities
- Develop server-side and client-side application customizations
- Automate business processes with WorkflowGet code and data samples on the Web
- Sales Rank: #3052929 in Books
- Published on: 2006-04-12
- Original language: English
- Number of items: 1
- Dimensions: 9.00" h x 1.49" w x 7.38" l, 2.60 pounds
- Binding: Paperback
- 592 pages
From the Publisher
With insights from a leading deployment consulting team, this is the only book written for both developers and those who implement business solutions. It offers an introduction to Microsoft CRM fundamentals and provides guidelines for adapting Microsoft CRM to meet exacting business needs.
Key Book Benefits:
-Delivers practical, hands-on information from authors who have deployed, customized, and maintained Microsoft CRM in the field -Provides case studies, integration and performance guidelines, and toolsets -Features a CD with a 120-day evaluation copy of Microsoft CRM 3.0 -Includes sample data and code samples on the Web
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.
Most helpful customer reviews
32 of 33 people found the following review helpful.
Aimed at the System Administrator Level, Not the User
By John Matlock
Microsoft's customer relationship management (CRM) package is now out in its third revision. The new edition is much more stable, easier to navigate around, and has numerous new features that previous users have suggested.
This book covers an introduction to Dynamics CRM 3.0 from the viewpoint of what you might call the systems administrator. That is, this book is for the person who gets the task of setting up, configuring, maintaining and especially customizing the package to suite the needs of your company. It presumes that you have at least some knowledge of Microsoft Exchange Server, Active Directory service, and SQL Server. Because of the web orientation for remote use of the system, some understanding of XML files is needed. This is not the end user book.
The book is broken down into three parts: ==Part I is on Configuration and Settings. Dynamics CRM is an extremely flexible system. Using this flexibility without putting in so many options the end user gets confused is part of the challenge of the administrator.
Part II is on customization and includes both the input, reporting and workflow areas.
Part III is on extended the capabilities at either the server end or the client side of the system as well as working with outside applications.
A CD is included with the book that includes a time limited version of the software.
This book is destined to become the Bible on Dynamics CRM.
0 of 0 people found the following review helpful.
A good start
By Toluallii F. Nielsen
This is a good book when getting started with rolling out CRM. It has a lot of info on making system customizations that help in getting CRM to display exactly what you need. This book doesn't cover everything; so, it's not a be all end all. However, it's worth the money for the info it does cover. It's definitely not a book for end-users, this covers administrative tasks.
9 of 10 people found the following review helpful.
Great technical reference on customizing MS CRM V3
By Robin M. Dexter
This is a great reference book for those charged with configuring ,customizing and extending Microsoft CRM Version 3.0 to meet the needs of your or your client's business.
It contains a lot of real-world examples, and code snippets that can be used as an aid to understanding.
I found it was also a great resource in preparing for the Microsoft Dynamics CRM 3.0 Customization exam (CRM-30-422).
Highly recommended.
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