Books


The following are the books that Damian Sinay, our CEO, wrote. The CRM Unleashed books were written together with Marc Wolenik, CEO of Webfortis, where we share our most experience and successful implementations of Dynamics CRM 4.0 and 2011.

Microsoft® Dynamics CRM 2011 Reporting


ISBN-10: 1849682305 | ISBN-13: 9781849682305 | Publication Date: June, 2013 | Edition: 1

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic business world. For users and developers wishing to take advantage of using the report capabilities of Dynamics CRM, this is the book for you.

Microsoft Dynamics CRM 2011 Reporting is a practical and excellent reference guide that provides you with a number of different options you can use to create and empower the Reporting capabilities of Dynamics CRM. This will give you a good grounding in using the reports in your Dynamics CRM 2011 implementations.

This book looks at all the different options we can use to create reports in Dynamics CRM 2011, starting with SQL Reporting Services and custom reports, created in either CRM Report Wizard, SQL Report Builder, or Visual Studio. It will also show other options we can use such as dashboards, charts, and different ways to optimize and automate reports. We will also learn how to build our own reports either using the different wizards for basic reports or using Visual Studio for more complex reports. We will explore the options mobile CRM users have who want to run and see reports on these mobile devices.


Microsoft® Dynamics CRM 2011 Unleashed


ISBN-10: 0672335387 | ISBN-13: 978-0672335389 | Publication Date: October 5, 2011 | Edition: 1

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 4.0 Unleashed


ISBN-10: 0672329700 | ISBN-13: 978-0672329708 | Publication Date: March 15, 2008 | Edition: 1

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



Web Services With C#


Published Date: December 20, 2006

Web Services represent the greatest evolution of Visual Studio .NET and for this reason they have been adopted and implemented by countless products and companies. Understanding its fundamentals, utilities, limitations and scope is essential for every software architect, engineer, analyst and developer these days. This book will provide the necessary skills to enter the development, design and administration of Web Services using C # as a language. Through practical and concrete examples, all the concepts necessary for its development and consumption are explained in depth. We will also see how to provide user access security or protect the integrity of messages with encryption techniques and optimize the performance of SOAP message response times with caching and compression techniques.