Microsoft Dynamics CRM 2011 Cookbook

Table of Contents

Microsoft Dynamics CRM 2011 Cookbook

Credits

About the Author

Acknowledgments

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers and more

Why Subscribe?

Free Access for Packt account holders

Instant Updates on New Packt Books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Errata

Piracy

Questions

1. Installing Dynamics CRM 2011

Introduction

Single server versus multiserver

Hardware and software specifications for Microsoft Dynamics CRM 2011 Server

Installing Dynamics CRM Server

Getting ready

How to do it...

How it works…

There's more…

Installing Microsoft Dynamics CRM Reporting Extensions

Getting ready

How to do it…

How it works…

Installing Dynamics CRM for Outlook

Getting ready

How to do it…

How it works…

Installing a Dynamics CRM language pack

Getting ready

How to do it…

How it works…

Installing Microsoft Dynamics CRM E-mail Router

Getting ready

How to do it…

How it works…

There's more...

Configuring Microsoft Dynamics E-mail Router

How to do it…

How it works…

Installing Microsoft Dynamics CRM E-mail Router on multiple computers

How to do it…

How it works…

Deploying Microsoft Dynamics CRM on multiple servers

Getting ready

How to do it…

How it works…

There's more…

Creating a new organization

How to do it…

How it works…

Editing the organization's details

How to do it….

How it works…

See also

2. Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server

Introduction

Backing up Dynamics CRM 2011 Database Server

Getting ready

How to do it…

How it works…

Backing up Dynamics CRM 2011 Server

How to do it…

How it works…

Recovering from a Dynamics CRM 2011 Database Server failure

How to do it…

How it works…

Recovering from a Dynamics CRM 2011 Server failure

How to do it…

How it works…

Enabling server-level tracing

Getting ready

How to do it…

How it works…

Enabling deployment-level tracing

How to do it…

How it works…

Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine

How to do it…

How it works…

Monitoring Dynamics CRM 2011 Server performance

How to do it…

How it works…

Optimizing Dynamics CRM 2011 Database Server performance

Getting ready

How to do it…

How it works…

Optimizing Dynamics CRM 2011 Server performance

How to do it…

How it works…

See also

3. Administering Microsoft Dynamics CRM 2011

Securing Dynamics CRM 2011 deployment with SSL/HTTPS

How to do it…

How it works…

Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011

Getting ready

How to do it…

How it works…

Configuring Internet-facing Deployment (IFD)

How to do it…

How it works…

Creating a new deployment administrator

Getting ready

How to do it…

How it works…

Creating a new system administrator

How to do it…

How it works…

Creating a new business unit

How to do it…

How it works…

Configuring a security role

How to do it…

How it works…

There's more...

Creating a custom administrator security role

How to do it…

How it works…

Creating a field-level security profile

How to do it…

How it works…

Adding a new user account in the Dynamics CRM 2011 system

How to do it…

How it works…

There's more…

Adding multiple users in the Dynamics CRM 2011 system

How to do it…

How it works…

There's more…

Creating a new team in the Dynamics CRM 2011 system

How to do it…

How it works…

Configuring autonumbering formats

How to do it…

How it works…

Configuring system-wide settings

How to do it…

How it works…

Configuring fiscal-year settings

How to do it…

How it works…

Configuring error-notification preferences

How to do it…

How it works…

See also

4. Data Management

Introduction to data import

Importing data into Dynamics CRM 2011 with Import Data Wizard

How to do it…

How it works…

There's more...

Exporting Dynamics CRM 2011 data to Microsoft Excel

How to do it…

How it works…

There's more...

Cleaning data using Bulk Deletion Wizard

How to do it…

How it works…

Creating duplicate detection rules

How to do it…

How it works…

There's more...

Scheduling duplicate detection jobs

How to do it…

How it works…

Enabling auditing in the Dynamics CRM 2011 system

How to do it…

How it works…

Viewing and cleaning audit records

How to do it…

How it works…

See also

5. Solution Management

Introduction to solution management

Creating a solution publisher

How to do it…

How it works…

Creating a new unmanaged solution

How to do it…

How it works…

Adding an item in the unmanaged solution

How to do it…

How it works…

Removing/deleting an item from the unmanaged solution

How to do it…

How it works…

Exporting a solution

How to do it…

How it works…

Importing a solution

How to do it…

How it works…

Updating a managed solution

How to do it…

How it works…

Deleting components from a managed solution

How to do it…

How it works

Uninstalling or deleting a solution

How to do it…

How it works…

Exporting translations from an unmanaged solution

How to do it…

How it works…

Importing translations to an unmanaged solution

How to do it…

How it works…

See also

6. Entity Customizations

Introduction to entities

Entity ownership

Creating a custom entity

How to do it…

How it works…

Updating the icon of an entity

How to do it…

How it works…

Creating a custom field for an entity

How to do it…

How it works…

There's more…

Creating a global option set

How to do it…

How it works…

Creating a new one-to-many (1:N) or many-to-one (N:1) relationship

Getting ready

How to do it…

How it works…

Creating a new many-to-many (N:N) relationship

How to do it…

How it works…

There's more…

Creating a relationship field mapping

How to do it…

How it works…

See also

7. Form and View Customizations

Introduction

Form editor

Creating and customizing an entity main form

Getting ready

How to do it…

How it works…

Controlling form behavior using JScript

How to do it…

How it works…

There's more…

Customizing the process-driven form (Dynamics CRM 2011 Online only)

Getting ready

How to do it…

How it works…

Creating and customizing the mobile form

How to do it…

How it works…

Configuring a form to be role-based

How to do it…

How it works…

Creating and customizing a public view

Getting ready

How to do it…

How it works…

Customizing search criteria for the Quick Find view

How to do it…

How it works…

Creating a user's personal view

How to do it…

How it works…

Deactivating or deleting a user's personal view

How to do it…

How it works…

See also

8. Site Map and Ribbon Customizations

Introduction to Site Map and Ribbon

Editing the Site Map

Getting ready

How to do it...

How it works…

Preparing for editing the ribbon

Getting ready

How to do it…

How it works…

Adding a new button to an existing ribbon group for all entities

Getting ready

How to do it…

How it works…

Adding a new button to an existing ribbon group of a specific entity

Getting ready

How to do it…

How it works…

Hiding a ribbon button

Getting ready

How to do it…

How it works…

Importing the modified ribbon definition

How to do it…

How it works…

See also

9. Office and SharePoint Integration

Introduction

Creating Mail Merge templates using Microsoft Word

How to do it…

How it works…

Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011

How to do it…

How it works…

10. Processes

Introduction to processes

Creating a workflow using the Dynamics CRM 2011 web interface

Getting ready

How to do it…

How it works…

Creating a dialog using the Dynamics CRM 2011 web interface

Getting ready

How to do it…

How it works…

Querying Dynamics CRM data in a dialog

Getting ready

How to do it…

How it works…

Monitoring the workflow execution status

Getting ready

How to do it…

How it works…

Index

Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook

Copyright © 2013 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: May 2013

Production Reference: 1170513

Published by Packt Publishing Ltd.

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ISBN 978-1-84968-452-1

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Cover Image by Vivek Sinha (<vivek.ratan.sinha@gmail.com>)

Credits

Author

Dipankar Bhattacharya

Reviewers

Ian Grieve

James Wood

Acquisition Editor

Rukhsana Khambatta

Lead Technical Editors

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Technical Editors

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Cover Work

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About the Author

Dipankar Bhattacharya is a Dynamics CRM consultant and Microsoft technology evangelist. He is a Certified Professional in Microsoft Dynamics CRM, the Microsoft Dynamics Sure Step methodology, and core .NET technologies, such as .NET 3.5, ADO.NET, WPF, and WCF. He has been working with Microsoft technologies for around nine years and his primary focus has been solution architecture, system integration, computer telephony integration, and data migration. Currently, he is associated with Microsoft Services Global Delivery as a Business Solution Consultant and he is working with various enterprise customers, assisting them with architecting a solution till its deployment. He has been architecting, developing, and deploying business solutions across the globe using Dynamics CRM, xRM and Customer Care Accelerator for Dynamics CRM, and so on.

Tip

Disclaimer

The opinions expressed in this book are solely my personal understandings and do not represent the thoughts, intentions, plans, or strategies of my employers.

Acknowledgments

Writing this book has been quite a journey, and during the evolution of this book, I have accumulated many debts, only a few of which I have space to acknowledge here.

I would like to offer a big thanks to Packt Publishing for publishing this book. Special thanks to the Project Coordinator, Anurag Banerjee, for his continuous support since the very beginning. I must thank Sharvari Tawde and Rukhsana Khambatta who helped me with proofreading and styling, and offered valuable comments to make this book better. Thanks to the entire team of Packt Publishing for their help and dedication.

I wanted to offer my sincere thanks to Ian Grieve and James Wood for their insightful feedback and excellent technical review. They have helped me fill the gaps and improve the overall quality of the book.

I have been fortunate enough to work amid a very passionate set of people; they have all helped me enrich my knowledge base. I want to offer thanks to them for their help with writing this book.

I have spent most of my time writing when my little daughter, Dishita, expected me to spend time with her. Finally she will have her papa back with her. Dishita, you surely deserve packets of chocolates. My wife, Sangeeta, has been a consistent support, and without her help and encouragement, this book would not have become a reality. I want to thank my family immensely for their best wishes, which have always provided me strength and encouragement.

Last but not least, I beg forgiveness of all those who have been with me through the course of writing this book and whose names I have failed to mention.

I hope readers will have at least half as much fun reading this book as I've had writing it. Readers can reach me at <b.dipankar@outlook.com>.

About the Reviewers

Ian Grieve is a Microsoft Dynamics GP and CRM certified consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is a senior consultant at Perfect Image Ltd, a Microsoft Partner and VAR in the North East of England.

Ian has worked with Microsoft Dynamics GP since 2003, and over the past nine years since then, has dealt with all aspects of the product life cycle, right from presales, to implementation, to technical and functional training, to post go-live support, and subsequent upgrades and process reviews. Alongside his work with Microsoft Dynamics GP, he has fulfilled a similar role dealing with Microsoft Dynamics CRM, with especial emphasis on project delivery and training of end users in the management of sales, marketing, and service.

In his spare time, Ian runs the azurecurve | Ramblings of a Dynamics GP Consultant blog dedicated to Microsoft Dynamics GP and related products, and tries, often unsuccessfully, to squeeze in extra time for the blog related to Dynamics CRM, called coralcurve | A Consultant's Dabblings In Dynamics CRM.

James Wood is a consultant at Gap Consulting with skills in the end-to-end implementation of enterprise-level Microsoft Dynamics CRM solutions. He graduated from the University of Huddersfield with a first in Computer Games Programming before making the switch to business applications.

He has worked with Microsoft Dynamics CRM for three years and is an able developer of bespoke applications. He has worked on a number of small to large implementations in sectors including local and regional government, education, defense, banking, manufacturing, and welfare.

He has also worked as a technical reviewer for Microsoft Dynamics CRM 2011 Application Design and on an upcoming book on Microsoft Dynamics CRM 5.0 Reporting by Packt Publishing.

You can read his blog at www.woodsworkblog.wordpress.com.

I would like to thank my family and friends, especially Georgia, for everything.

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Preface

Microsoft Dynamics CRM 2011 Cookbook is a hands-on guide with clear, step-by-step instructions to deploy, maintain, optimize, and administer the Dynamics CRM 2011 system along with advanced configuration and customization processes.

This book introduces Dynamics CRM 2011 by describing the important aspects of the system. It will take you through a number of clear and practical recipes, right from successful deployment, hassle-free maintenance, and effective administration to advanced level configuration and customization techniques.

This book details the various customization techniques; for example, solution management, data management, entity-form-view-relationship customization, Site Map and ribbon customization, integration with Microsoft Outlook and SharePoint, workflow and dialog configuration.

This book also discusses the technical details around every recipe, which will provide the reader with a deeper understanding of how the recipe actually works.

What this book covers

Chapter 1, Installing Dynamics CRM 2011, is a step-by-step guide to installing Microsoft Dynamics CRM 2011 server components. This chapter covers the installation of Dynamics CRM in both single server mode and multiserver mode. Additionally, it also covers the installation of Reporting Extensions, Outlook extension, Language Pack, and E-mail Router. Finally, the creation of Dynamics CRM Organization is also discussed.

Chapter 2, Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server, provides step-by-step guidance for backing up the Dynamics CRM database and application server. This chapter also describes how to recover from a failure of the Dynamics CRM database and application server. Additionally, it covers server-level tracing, deployment-level tracing, monitoring, and optimizing Dynamics CRM 2011 database and application server performance.

Chapter 3, Administering Microsoft Dynamics CRM 2011, explains how to securely deploy Internet-facing Dynamics CRM 2011 using AD FS. This chapter explains how to create a new deployment administrator, system administrator, business units, security roles, and field-level security profiles. The steps to create a custom administrator security role are also discussed here. Additionally, this chapter explains how to add users to the system, how to create and manage teams, and how to configure system-level settings, fiscal settings, autonumbering formats, and error notification settings.

Chapter 4, Data Management, covers data import techniques using Import Data wizard and data maps and data export techniques using Microsoft Office Excel. Additionally, it also covers bulk data deletion, duplicate detection, and the auditing feature in the Dynamics CRM 2011 system.

Chapter 5, Solution Management, describes the Dynamics CRM 2011 solution framework using recipes for creating a solution publisher and unmanaged solution. This chapter also covers the configuration and customization of the unmanaged solution, the export and import of solution files, solution uninstallation, and deletion techniques. Additionally, it describes the export and import technique of translations using an unmanaged solution.

Chapter 6, Entity Customizations, shows how to create custom entities and custom fields inside the Dynamics CRM 2011 system. Additionally, it also shows how to create and configure new relationships between entities in the Dynamics CRM 2011 system.

Chapter 7, Form and View Customizations, discusses how to create and/or customize the main form of an entity, the new process-driven forms of Dynamics CRM Online, and controlling the behavior of a form using JScript. This chapter also discusses how to configure forms to be security role based, and how to create and/or configure various system views and personal views in the Dynamics CRM 2011 system.

Chapter 8, Site Map and Ribbon Customizations, covers the recipes for editing Site Map and ribbon components of the Dynamics CRM 2011 system.

Chapter 9, Office and SharePoint Integration, explains how to configure Dynamics CRM 2011 to be integrated with Microsoft Office and Microsoft SharePoint Server.

Chapter 10, Processes, describes how to configure a business logic step by step, using workflows and dialogs in the Dynamics CRM 2011 system.

What you need for this book

You will need the following software to install Dynamics CRM 2011 on-premises, and the same deployment can further be used for the remaining recipes in this book. The required software is:

Microsoft Windows Server 2012 or 2008 (x64 architecture) running Active Directory and Internet Information Services (IIS) 7.0 or higher

Microsoft SQL Server 2012 or 2008 (x64 architecture)

Microsoft Office 2003 or higher

Microsoft Exchange Server 2010 or later

Microsoft SharePoint Server 2010 or later

You can also use a 30-day trial version of Microsoft Dynamics CRM 2011 Online to carry out most of the system administration and customization recipes that are common in the Online and On-premises versions. To create a Dynamics CRM 2011 Online trial version, please visit http://crm.dynamics.com.

Who this book is for

This book is great for Microsoft Dynamics CRM 2011 professionals who have a beginner-level understanding of the system and who are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently.

It's assumed that the reader has a basic understanding of IT infrastructure topologies along with a functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: The form layout definition is actually stored as an XML file called Form Xml in the SystemForm entity

A block of code is set as follows:

  string

          DescriptionResourceId=string

          Icon=string

          Id=string

          IsProfile= [0 | 1 | true | false]

          License=string=

          ResourceId=string=

                      Url=string=>

Any command-line input or output is written as follows:

AllowHtcExtn.ps1 http://:

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: Select the Start Auditing checkbox to enable auditing at the system level.

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

Reader feedback

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Downloading the example code

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Errata

Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/submit-errata, selecting your book, clicking on the errata submission form link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from http://www.packtpub.com/support.

Piracy

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Questions

You can contact us at <questions@packtpub.com> if you are having a problem with any aspect of the book, and we will do our best to address it.

Chapter 1. Installing Dynamics CRM 2011

Dynamics CRM 2011 is a piece of customer relationship management (CRM) software by Microsoft. It provides a powerful business application platform for marketing, sales, and services modules. The Microsoft Dynamics CRM 2011 software solution works as a web client, while it can also be embedded within an Outlook client.

This chapter will explore recipes for installing the various components of Microsoft Dynamics CRM 2011. With the installation of Dynamics CRM, the process of exploring the world of Dynamics CRM 2011 will begin.

In this chapter, we will learn how to install various components of Microsoft Dynamics CRM 2011 step by step.

The chapter includes the following recipes:

Installing Dynamics CRM Server

Installing Microsoft Dynamics CRM Reporting Extensions

Installing Dynamics CRM for Outlook

Installing a Dynamics CRM language pack

Installing Microsoft Dynamics CRM E-mail Router

Configuring Microsoft Dynamics CRM E-mail Router

Installing Microsoft Dynamics CRM E-mail Router on multiple computers

Deploying Microsoft Dynamics CRM on multiple servers

Creating a new organization

Editing organization details

Introduction

Microsoft Dynamics CRM 2011 Server is a .NET-based web application that works exclusively with Microsoft SQL Server databases. It uses Windows Communication Foundation (WCF) as the communication protocol. Microsoft Dynamics CRM 2011 supports three types of deployment, namely, on-premises deployment , Internet-facing Deployment (IFD), and CRM Online . Each deployment supports a choice of client applications, which are as follows:

Microsoft Dynamics CRM 2011 Web Client

Microsoft Dynamics CRM for Microsoft Office Outlook

Microsoft Dynamics CRM for Microsoft Office Outlook with Offline Access

Mobile Express for Microsoft Dynamics CRM

The on-premises and IFD deployment types are deployed using the data center or hardware capabilities of the customer or a hosting partner. On the other hand, Microsoft Dynamics CRM Online is a powerful solution that provides customers with the benefits of Dynamics CRM in a Microsoft-hosted environment.

In this chapter, we will dive deep into the recipes for on-premises deployment of Microsoft Dynamics CRM 2011, and in Chapter 3, Administering Microsoft Dynamics CRM 2011, we will discuss how to configure a CRM deployment for IFD.

Single server versus multiserver

Microsoft Dynamics CRM 2011 can be installed on a single server as well as on multiple servers. While a single-server deployment is mainly recommended for development purposes or small-user-based production deployments, a multiserver deployment is more suitable for most production environments because multiserver environments provide a better balancing of processing load across several servers. Load-balanced multiserver deployment can increase the performance, availability, scalability, and throughput of the system. In addition, it also can increase the resilience of the system to server failures.

To begin with, we shall start with a recipe on the installation of Microsoft Dynamics CRM 2011 on a single-server box with all its required components. Upon successful installation on a single box, we will find the recipe on the installation of a multiserver machine more useful.

One limitation of single-server deployments is that the server machine on which Dynamics CRM 2011 is installed cannot function as an Active Directory directory service domain controller unless the operating system of the server is Windows Small Business Server.

Hardware and software specifications for Microsoft Dynamics CRM 2011 Server

Like any other software, Microsoft Dynamics CRM 2011 also comes with minimum recommended hardware and software specifications. Based on the Microsoft guidelines, the recommended hardware specifications for a Full Server deployment is as follows:

Quad-core x64 architecture

2 GHz CPU or higher, such as Intel Xeon or AMD Opteron systems

8 GB of RAM or more

40 GB or more of hard disk space

Hardware sizing greatly depends on nonfunctional requirements such as total user base, maximum number of concurrent users, required page load time, initial data volume, data growth, and data archival policy. Microsoft Dynamics Lab has released Performance Toolkit for Dynamics CRM 2011, which can be used to collect performance-related data that then can be used for sizing the related decisions in on-premises deployment. Performance Toolkit can be downloaded at http://pinpoint.microsoft.com/en-gb/applications/performance-toolkit-for-microsoft-dynamics-crm-2011-12884915630.

The Microsoft-recommended hardware specifications for the SQL Server-based Dynamics CRM database are as follows:

Quad-core x64 architecture

2