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Descriptions du produit

Présentation de l'éditeur

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

 

 

Biographie de l'auteur

Marc Wolenik is the CEO of Webfortis—a Microsoft Gold Certified CRM Partner headquartered

in San Francisco.

 

As an avid believer in customer relationship management (CRM), Marc wrote a custom CRM application using only ASP 3.0 (prior to .NET) from scratch and incorporated complete back-office enterprise resource planning (ERP) functionality into it so that it could be used as the first of its type web-based CRM, point of sale (POS), and ERP. When Microsoft Dynamics CRM was released, Marc recognized the potential of both its CRM and xRM capabilities and developed a complete services offering around the product. Today, Webfortis offers “soup to nuts” CRM services for their customers.

 




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Amazon.com: 19 commentaires
5 internautes sur 5 ont trouvé ce commentaire utile 
Learn CRM for the expert 12 juin 2014
Par Howard S. Edidin - Publié sur Amazon.com
Format: Broché Achat vérifié
I am a Integration Architect and have worked a little with CRM in the past. Finding the information I needed has always been difficult. I am a hands-on person and like to learn about a product at my own pace. I don't want to have search for the information I need. And I like to get the information from the experts.

Marc Wolenik has provided me with the only book I need for MS Dynamics CRM 2013. Although the book is primarily for Intermediate through advanced users, someone new to CRM 2013 can easily follow along. Quite a bit of the information can be easily understood by a non-technical reader.

Being an author myself, I tend to be critical of how the information flows between topics. And how much information comes from the authors experience with the product, as compared to being copied from other sources. Although there is some published data that is needed, Marc has provided us with original information from his years of experience.

I read the book from front to back and am now looking at sections and examples that help me understand how to work with CRM 2013.

I highly recommend this book to anyone that wants to learn all about Microsoft Dynamics CRM 2013, no matter what your level of experience is.
5 internautes sur 5 ont trouvé ce commentaire utile 
Does a great job in covering pretty much everything!!! 23 mai 2014
Par TheTekkie - Publié sur Amazon.com
Format: Format Kindle Achat vérifié
Without question, this book has jumpstarted our application migration initiatives and we are well on our way to realizing the fullest benefits very quickly. I was doubtful at first that one book would be able to cover everything in the application, but this book managed to address everything we needed - My staff was so thankful for the books, and they have already shown me some prototypes for the new applications, all to the credit of this book. I would have preferred deeper dives in a few areas – additional examples of PBL’s or example, but we were able to figure it out with the examples shown.
3 internautes sur 3 ont trouvé ce commentaire utile 
Another good read from Marc 29 mai 2014
Par CRM Junkie - Publié sur Amazon.com
Format: Broché Achat vérifié
The author Marc has been a well-respected Microsoft Dynamics CRM thought leader for years and with his 4th book it's clear that he means to stay at the top.

Not only does he explore the basics of Contacts, Opportunities, Leads, Accounts, and Cases, he dives into the newer functionality that Microsoft is only just now releasing. It's going to be hard for any author to stay on top of Dynamics CRM based on the near-quarterly releases, so i hope we get to see future updates of this book that contain those new things. It's hard to believe that this book contains information about the newly released MarketingPilot. Netbreeze, and Yammer tools!

It's no surprise to also see Marc write for the developers! There are numerous chapters dedicated to Plug-Ins, Visual Studio, .NET, custom reports, Web Services, binding, and solutions, and written in an easy-to-consume fashion.

If you're using Dynamics CRM, either as a consultant, developer, systems administrator, or other, this is a very handy book that i've already referenced numerous times since purchasing and i think you'd find very helpful too.

Marc, nice job and the industry looks forward to future books!
2 internautes sur 2 ont trouvé ce commentaire utile 
Great book to read before starting any Dynamics CRM 2013 project 13 juillet 2014
Par Demian Raschkovan - Publié sur Amazon.com
Format: Broché
Great Dynamics CRM 2013 book. I really enjoyed reading it.
It Starts from the CRM main core concepts, explaining Accounts, Contacts, Lead, Opportunities, Activities, etc.
When you understand well those main concepts, it explains how to configure the platform and how to query all the CRM data using charts, reports and views. From that point (just half of the book) starts to explain how to extend all the standard features using solutions, customizations, processes, web resources, web services, etc.

The best advantage of this book is that contains a lot of examples from "the real world" of the Dynamics CRM 2013 projects. This gives to the book a lot of value with experiences about how to implement different kind of solutions in our projects.

This book is a perfect starting point to someone to want to understand what Dynamics CRM 2013 does, and to explore all the extending points of the platform. I also recommend to people who works with Dynamics CRM in previous versions (4.0, 2011), to be updated to the last version.
Excellent Intro to CRM 2013 Book 15 août 2014
Par JLS - Publié sur Amazon.com
Format: Format Kindle Achat vérifié
Excellent introduction book on Microsoft Dynamics CRM 2013. I believe the description says it but it is written pre-release so some of the information in it is not accurate anymore with the release of LEO (Spring) and coming soon VEGA (Fall) things are changing as programs do. Still core concepts, best practices, and general functions have stayed the same.

I was pretty familiar with CRM 4.0 and 2011 before reading this book but it explains things very well from the ground up. If you have a pretty good understanding of the CRM Basics this book takes you through the rest including administrative functions and integrating to other system such as Sharepoint. There are some other programs that integrate really nicely with CRM that were left out which was disappointing, such as Experlogix or Quote Works, but to cover all those is very hard.

The author did a good job of explaining the differences from 2011 to 2013. I would have liked the author to have also spent some time explaining the modules in CRM Microsoft is not improving on and trying to get away from such as Reporting, Marketing (Dynamics Marketing coming online), etc. I think it may have been helpful to talk about how to do integrations into CRM with SSIS or Scribe possibly but that is a niche. Also more could have been covered about the Outlook Client which may have been covered better in a previous version. Notice I am being pretty picky, it is hard to offer improvements on this book.

This book has helped me a lot and I keep it in my office for easy reference.
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