Microsoft Dynamics CRM 2013 Unleashed

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  • Edition: 1st
  • Format: Paperback
  • Copyright: 4/29/2014
  • Publisher: Sams Publishing

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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




Download all examples and source code presented in this book from
informit.com/title/9780672337031 as it becomes available



Author Biography

Marc J. Wolenik, MCP, PMP and MBS CRM certified professional is the owner of Webfortis, a consulting company based in Northern California. Webfortis specializes in solutions around Dynamics CRM and is a Microsoft Gold Certified Partner. This relationship with Microsoft gives him advance information about the changes coming in the new version of the product, and his experience with customers gives him insight into what sort of questions and problems new users of Dynamics CRM customarily face.

Table of Contents

1.       Introduction/How this book is arranged
2.       New Features of CRM 2011
3.       Why Businesses Need a CRM System
4.       CRM 2011 Online
5.       Setting Up CRM 2011
6.       Common Functions
7.       Working with Customers
8.       Working with the Workplace
9.       Working with Sales
10.   Working with Marketing
11.   Working with Service
12.   Reporting and Dashboards
13.   Settings and Configuration
14.   Advanced Views and Connections
15.   Cascading Relationships and Filtered Lookups
16.   Client Configuration Options
17.   E-mail Configuration
18.   Mobility/Enterprise Application Deployment
19.   Solution Concepts
20.   CRM 2011 SharePoint Integration
21.   Azure Extensions
22.   Customizing Entities
23.   Processes Development
24.   Plug-ins
25.   Web Services
26.   Advanced Solution Management
27.   XRM (Extended) Deployments
28.   Data Integration/Management
29.   MarketingPro
30.   Data Management
31.   How to get support for your system
32.   On Premise Requirements

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