Microsoft Dynamics CRM 2011 Scripting Cookbook
暫譯: Microsoft Dynamics CRM 2011 腳本食譜

Nicolae Tarla

  • 出版商: Packt Publishing
  • 出版日期: 2013-03-24
  • 售價: $2,220
  • 貴賓價: 9.5$2,109
  • 語言: 英文
  • 頁數: 268
  • 裝訂: Paperback
  • ISBN: 1849688826
  • ISBN-13: 9781849688826
  • 海外代購書籍(需單獨結帳)

商品描述

Over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting

Overview

  • Learn the basics of client-side customization and delve deeper into advanced topics at your own pace
  • Understand the basic customization model supported by the product.
  • A practical approach to learning customization driven by task-based recipes for understanding and extending your Dynamics CRM scripting solutions.

In Detail

With the increased adoption of Dynamics CRM 2011, more people are faced with various tasks including administering and customizing the environment. Microsoft Dynamics CRM is a Customer Relationship Management software package from Microsoft. It offers solutions to help companies with Sales, Customer Services, and Marketing. Microsoft Dynamics CRM is increasingly being used by businesses of all kinds and all sizes to reach audiences in new ways. Microsoft Dynamics CRM scripting extends system customization through the use of client-side scripting. It builds on the standard customization options offered by Dynamics CRM.

"Microsoft Dynamics CRM 2011 Scripting Cookbook" walks the reader through the process of customizing an environment, from the most basic topics such as working with specific fields and types, working with the forms, and then moves on to the more advanced topics of scripting and debugging your scripts, designing new form and ribbon elements, and using additional well known public scripting libraries, as well as integrating external data sources into your environment.

The first chapters of this book cover the basics of using the wizard-driven customization approach, packaging your customization into solutions, and adding basic scripts to interact with all the form elements. Further down the road we start introducing concepts around debugging your scripts, working with ribbon elements and navigation, taking advantage of other public scripting libraries and integrating them into your solutions, as well as light ways to bring social information in front of your users.

Later chapters will assume knowledge of some of the most basic customizations presented at the beginning of the book. After completing the recipes in "Microsoft Dynamics CRM 2011 Scripting Cookbook", you will have gained a new perspective on how far can you take the customization in Dynamics CRM. The additional details presented around using other public scripting libraries and integrating other data sources into your environment should serve as a start into investigating additional sources

What you will learn from this book

  • Learn how to work with the various field and data types in Dynamics CRM 2011.
  • Quickly get up to speed with packaging your solutions and adding customization scripts to a solution package.
  • Drill down and focus on page elements, and take advantage of the page model to insert additional visual elements.
  • Master the creation of custom scripts, as well as take advantage of public scripting libraries in the context of a Dynamics CRM 2011 solution.
  • Manipulate the ribbon and the user interface to present additional information and graphical clues to help users in identifying special records based on business rules.
  • Take advantage of other social aspects by bringing details from external sources in front of the user.
  • Extend the scripting customizations and simplify your scripts by using prebuilt scripting libraries that are publicly available.
  • Work with data within your environment and from external sources.

商品描述(中文翻譯)

超過 50 個食譜,透過客戶端腳本擴展 Dynamics CRM 2011 的系統自訂

概述
- 學習客戶端自訂的基本知識,並以自己的步調深入探討進階主題
- 了解產品所支援的基本自訂模型
- 透過以任務為基礎的食譜,實用地學習自訂,以理解和擴展您的 Dynamics CRM 腳本解決方案

詳細內容
隨著 Dynamics CRM 2011 的普及,越來越多的人面臨各種任務,包括管理和自訂環境。Microsoft Dynamics CRM 是微軟推出的一款客戶關係管理(CRM)軟體包,提供幫助企業在銷售、客戶服務和行銷方面的解決方案。Microsoft Dynamics CRM 正被各種規模的企業廣泛使用,以新的方式接觸受眾。Microsoft Dynamics CRM 腳本透過使用客戶端腳本來擴展系統自訂,並建立在 Dynamics CRM 提供的標準自訂選項之上。

《Microsoft Dynamics CRM 2011 腳本食譜》引導讀者了解自訂環境的過程,從最基本的主題開始,例如處理特定欄位和類型、操作表單,然後轉向更進階的主題,如腳本編寫和除錯、設計新的表單和功能區元素,以及使用其他知名的公共腳本庫,還有將外部資料來源整合到您的環境中。

本書的前幾章涵蓋使用向導驅動的自訂方法的基本知識,將您的自訂打包成解決方案,並添加基本腳本以與所有表單元素互動。隨著內容的深入,我們開始介紹有關除錯腳本、操作功能區元素和導航的概念,利用其他公共腳本庫並將其整合到您的解決方案中,以及輕鬆地將社交資訊呈現給用戶。

後面的章節將假設讀者對本書開頭介紹的一些最基本的自訂有一定的了解。在完成《Microsoft Dynamics CRM 2011 腳本食譜》中的食譜後,您將獲得一個新的視角,了解在 Dynamics CRM 中自訂的潛力。關於使用其他公共腳本庫和將其他資料來源整合到您的環境中的附加細節,應該能作為進一步探索其他來源的起點。

您將從本書中學到什麼
- 學習如何處理 Dynamics CRM 2011 中的各種欄位和資料類型
- 快速掌握將解決方案打包和將自訂腳本添加到解決方案包的技巧
- 深入了解頁面元素,並利用頁面模型插入額外的視覺元素
- 精通自訂腳本的創建,並在 Dynamics CRM 2011 解決方案的背景下利用公共腳本庫
- 操作功能區和用戶介面,以呈現額外資訊和圖形提示,幫助用戶根據業務規則識別特殊記錄
- 利用其他社交方面,將外部來源的詳細資訊呈現給用戶
- 擴展腳本自訂,並通過使用公開可用的預建腳本庫簡化您的腳本
- 處理您環境內部和外部來源的資料