In late November I let you know about a new Dynamics CRM Book that I planned to review, “Microsoft Dynamics CRM 2011 New Features” written by Dynamics CRM MVP Jim Wang and Microsoft employee Darren Liu. I finished the book and want to share my impressions with you.
The first thing I noticed is the no-nonsense approach. Beginning with Chapter 1, the authors jump directly into building and configuring Dynamics CRM. In going through the book you will learn to work with CRM by building a solution for an Airline company. You’ll also gain experience installing Microsoft Dynamics CRM & SharePoint 2010 in a virtual environment.
One thing you’ll want to understand is that the book’s target market is people who want hand’s on experience with configuring and extending the CRM application.
Here are a few key highlights that I think will help you determine if this book is right for you:
- Requires a certain level of technical expertise to setup the environment (instructions provided), ensure everything is working as expected and troubleshoot issues if they arise.
- CRM Project you work with mimics a real-world experience to include objective, scope, and functional requirements.
- Nice mix of custom and out-of-the box entities leveraging relationships and other standard CRM features
- Points out feature improvements and enhancements between versions
- CRM 4 & CRM 2011
- Walk through of customization steps with screenshots to include:
- Creating and adding fields to forms
- Customizing Form navigation
- custom Entity creation
- Solution and solution management
- Site map and ribbon editing
- Other commonly used customization features
- Learn to use the data import wizard to include:
- Creating an import template
- Data map
- Import file setup
- Working with duplicate detection
- Client side scripting to include:
- Using Web Resources
- Calling Web Resources in forms, form & field events
- Server side programming to include:
- Web Services methods and messages
- SDK Assemblies
- Query data
- Using the Developer toolkit
- Create a workflow and dialog and understand the difference
- Implement and configure SharePoint integration with CRM for document management
- Work with Dashboards and Charts
- Implement the Customer Portal solution with complete steps for configuring, deploying and testing.
I think you’ll agree that this is a pretty amazing list of features and functions to cover in one book.
If your goal is to get your hands dirty while you learn then this book will definitely meet your needs. If you use this book the way it was intended then you will learn how to implement, configure and extend the Microsoft Dynamics CRM product.
Hands down, this is a terrific resource for anyone who wants to gain immediate hands-on experience with CRM in a real-world scenario.