Microsoft Dynamics CRM 4.0 Unleashed

Microsoft Dynamics CRM 4.0 Unleashed

Author: Marc Wolenik

Publisher: Sams Publishing

Published: 2004-04-15

Total Pages: 867

ISBN-13: 0132715228

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Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage. The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools. This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else. Detailed information on how to… Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry Thoroughly understand both the on-premise and hosted versions of Dynamics CRM Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices Improve customer service by integrating schedules, cases, contacts, product/service information, and more Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling Efficiently administer and secure any Dynamics CRM implementation Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons ON THE WEB: Download all of this book’s examples and source code at informit.com/title/9780672329708


Microsoft Dynamics CRM 4 Integration Unleashed

Microsoft Dynamics CRM 4 Integration Unleashed

Author: Marc Wolenik

Publisher: Pearson Education

Published: 2009-10-27

Total Pages: 801

ISBN-13: 0768689082

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In Microsoft® Dynamics CRM 4 Integration Unleashed , two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers. Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google and MSN mapping tools. They also present a full analysis of the CRM Accelerators and advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, and much more. Wolenik and Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security. Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint Create dashboards and other visual CRM tools with Microsoft Silverlight Develop custom CRM applications with Visual Studio Integrate CRM with Team Foundation Server Use Scribe templates and adapters to streamline data integration and migration On the web: Download all examples and source code presented in this book from informit.com/title/9780672330544.


Microsoft Dynamics CRM 2011 Unleashed

Microsoft Dynamics CRM 2011 Unleashed

Author: Marc Wolenik

Publisher: Sams Publishing

Published: 2011-09-27

Total Pages: 1366

ISBN-13: 0132682079

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Microsoft® Dynamics CRM 2011 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing the newest version of Dynamics CRM. Authored by three leading Microsoft Dynamics implementers, it illuminates new opportunities to deploy CRM as a hosted service (SaaS), integrate with Azure cloud services, and extend CRM through Microsoft's new online service marketplace. The authors systematically explain how Dynamics CRM 2011 works, illuminating why it works that way, and how to drive maximum business value from it. Drawing on insider knowledge of Microsoft's new product, they present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. Their far-reaching coverage ranges from Dynamics CRM's sales, marketing, and customer service features to its automated workflows; Outlook and Office integration to reporting and security. This edition's extensive new coverage includes new chapters on Mobility, the Outlook Client, and Office 2010 integration, as well as greatly expanded coverage of CRM Online. It also contains new or expanded discussions of data visualization, SharePoint Foundation integration, user interface changes, inbuild charts, dashboards, IM and SMS communication support, auditing, no-code workflows, connections, queues, the new WCF-based programming model, UI scripting, and security.


Microsoft Dynamics CRM 2013 Unleashed

Microsoft Dynamics CRM 2013 Unleashed

Author: Marc Wolenik

Publisher: Sams Publishing

Published: 2014-04-25

Total Pages: 1176

ISBN-13: 013351837X

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Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12. You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available


Microsoft Dynamics CRM 2011 Reporting

Microsoft Dynamics CRM 2011 Reporting

Author: Damian Sinay

Publisher: Packt Publishing Ltd

Published: 2013-01-01

Total Pages: 412

ISBN-13: 1849682313

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The book is a focused and step-by-step tutorial on Microsoft Dynamics CRM Reporting capabilities. It will enable Dynamics developers to create and manage reports, know what tools to use, how to use them, and where to find the data based on how it's being entered into the system with Dynamics CRM.This book is great for users and developers new to the Dynamics CRM Reports and SQL Server Reporting services, and who are looking to get a good grounding in how to use the reporting capabilities of Dynamics CRM 2011. It's assumed that you will have some experience in HTML and JavaScript already to build the advanced reports, but no previous programming experience is required to build and learn how to create some basic to intermediate reports, which will be used during the exercises within this book.


Using Scribe Insight

Using Scribe Insight

Author: Mark Beckner

Publisher: Apress

Published: 2015-11-24

Total Pages: 133

ISBN-13: 1484216245

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Understand how to utilize the workbench, console, adapters, publisher, and other components in Scribe to ensure you have a rapid development toolkit that will drastically reduce your workload and timeline. In Using Scribe Insight, you’ll learn to build your integrations and migrations with the minimal amount of effort, what shortcuts can be taken to simplify and reduce your labor, and what techniques can be used to keep your solutions as simple as possible. You’ll find discussions that span the full product, from installation and configuration of the core product and use of the development workbench to advanced concepts around mapping, administration, troubleshooting, and optimization of packages. You’ll also be introduced to Scribe Online, how to do basic development within the environment, and how to determine when to develop solutions in Online vs. Insight. What You Will Learn: • Build rapid solutions for complex migration and integration requirements • Approaches to advanced mapping techniques • Ways to optimize packages and increase performance • Utilize the Publisher and MSMQ • Understand troubleshooting and administration Target Audience: All developers or solution architects working within the CRM space, including Salesforce and Dynamics CRM, will eventually need to either migrate or integrate data from previous versions or external systems. Scribe is the leading platform for these integrations and migrations.


Microsoft Dynamics CRM 2016 Unleashed

Microsoft Dynamics CRM 2016 Unleashed

Author: Marc Wolenik

Publisher: Sams Publishing

Published: 2016-09-09

Total Pages: 0

ISBN-13: 9780672337604

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Presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.


Developing Business Intelligence Apps for SharePoint

Developing Business Intelligence Apps for SharePoint

Author: David Feldman

Publisher: "O'Reilly Media, Inc."

Published: 2013-07-02

Total Pages: 658

ISBN-13: 1449324673

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Create dynamic business intelligence (BI) solutions for SharePoint faster and with more capabilities than previously possible. With this book, you’ll learn the entire process—from high-level concepts to development and deployment—for building data-rich BI applications with Visual Studio LightSwitch, SQL Server 2012, and a host of related Microsoft technologies. You’ll learn practical techniques and patterns necessary to use all of these technologies together as you build an example application through the course of the book, step by step. Discover how to solve real problems, using BI solutions that will evolve to meet future needs. Learn the fundamentals of SharePoint, LightSwitch, and SQL Server 2012 Get a solid grounding in BI application basics and database design principles Use LightSwitch to build a help desk app, including data model design and SharePoint data integration Build a tabular cube with Microsoft’s Business Intelligence Semantic Model (BISM) Dive into the data visualization stack, including Excel and SQL Server Reporting Services Create reports with Excel Services, Report Builder, and PowerView Use tips and tricks for setting up your BI application development environment


Management Information Systems

Management Information Systems

Author: Kenneth C. Laudon

Publisher: Pearson Educación

Published: 2004

Total Pages: 618

ISBN-13: 9789702605287

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Management Information Systems provides comprehensive and integrative coverage of essential new technologies, information system applications, and their impact on business models and managerial decision-making in an exciting and interactive manner. The twelfth edition focuses on the major changes that have been made in information technology over the past two years, and includes new opening, closing, and Interactive Session cases.


The Fearless Organization

The Fearless Organization

Author: Amy C. Edmondson

Publisher: John Wiley & Sons

Published: 2018-11-14

Total Pages: 181

ISBN-13: 1119477263

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Conquer the most essential adaptation to the knowledge economy The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth offers practical guidance for teams and organizations who are serious about success in the modern economy. With so much riding on innovation, creativity, and spark, it is essential to attract and retain quality talent—but what good does this talent do if no one is able to speak their mind? The traditional culture of "fitting in" and "going along" spells doom in the knowledge economy. Success requires a continuous influx of new ideas, new challenges, and critical thought, and the interpersonal climate must not suppress, silence, ridicule or intimidate. Not every idea is good, and yes there are stupid questions, and yes dissent can slow things down, but talking through these things is an essential part of the creative process. People must be allowed to voice half-finished thoughts, ask questions from left field, and brainstorm out loud; it creates a culture in which a minor flub or momentary lapse is no big deal, and where actual mistakes are owned and corrected, and where the next left-field idea could be the next big thing. This book explores this culture of psychological safety, and provides a blueprint for bringing it to life. The road is sometimes bumpy, but succinct and informative scenario-based explanations provide a clear path forward to constant learning and healthy innovation. Explore the link between psychological safety and high performance Create a culture where it’s “safe” to express ideas, ask questions, and admit mistakes Nurture the level of engagement and candor required in today’s knowledge economy Follow a step-by-step framework for establishing psychological safety in your team or organization Shed the "yes-men" approach and step into real performance. Fertilize creativity, clarify goals, achieve accountability, redefine leadership, and much more. The Fearless Organization helps you bring about this most critical transformation.