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Working with Microsoft Dynamics™ CRM 3.0

3.8 3.8 out of 5 stars 18 ratings

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Working with Microsoft Dynamics(TM) CRM 4.0
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Learn how to tailor Microsoft CRM to work the way you do. This in-depth guide is perfect for developers, IT implementers, and advanced users who want to learn how to use the new features and enhancements of Microsoft CRM 3.0 to meet exacting business needs. Two experts on CRM delivery case studies, integration and performance guidelines, and adaptable code samples—the information you need to help you create successful CRM solutions.

Discover how to:

  • Set up and configure Microsoft CRM 3.0
  • Manage information access with security settings
  • Create and deploy custom reports
  • Integrate Microsoft CRM with other business applications and tools
  • Customize forms by modifying fields, tabs, and sections—without any programming
  • Modify default entities—or create your own custom entities
  • Develop server-side and client-side application customizations
  • Automate business processes with WorkflowGet code and data samples on the Web

Editorial Reviews

From the Publisher

With insights from a leading deployment consulting team, this is the only book written for both developers and those who implement business solutions. It offers an introduction to Microsoft CRM fundamentals and provides guidelines for adapting Microsoft CRM to meet exacting business needs.

Key Book Benefits:

-Delivers practical, hands-on information from authors who have deployed, customized, and maintained Microsoft CRM in the field -Provides case studies, integration and performance guidelines, and toolsets -Features a CD with a 120-day evaluation copy of Microsoft CRM 3.0 -Includes sample data and code samples on the Web

About the Author

Mike Snyder and Jim Steger are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.

Jim Steger and Mike Snyder are cofounders and principals at Sonoma Partners, a consulting firm specializing in Microsoft Dynamics CRM implementations. Both Mike and Jim have been recognized as Microsoft MVPs for their contributions to the Microsoft Dynamics community. Mike is one of the industry’s leading CRM experts and participates in the Microsoft Dynamics Partner Advisory Council. Jim is a leading technical architect for Microsoft Dynamics CRM, with deep experience in XRM solutions complex enterprise integration projects.

Product details

  • Publisher ‏ : ‎ Microsoft Press (April 15, 2006)
  • Language ‏ : ‎ English
  • Paperback ‏ : ‎ 592 pages
  • ISBN-10 ‏ : ‎ 0735622590
  • ISBN-13 ‏ : ‎ 978-0735622593
  • Item Weight ‏ : ‎ 2.56 pounds
  • Dimensions ‏ : ‎ 7.38 x 1.49 x 9 inches
  • Customer Reviews:
    3.8 3.8 out of 5 stars 18 ratings

About the author

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Mike Snyder
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Mike Snyder is co-founder and principal of Sonoma Partners. Recognized as one of the industry’s leading Microsoft Dynamics CRM experts, Mike is a member of the Microsoft Dynamics Partner Advisory Council, and is a Microsoft Dynamics CRM MVP. He co-authored several books about Microsoft Dynamics CRM for Microsoft Press that have sold more than 50,000 copies worldwide. Before starting Sonoma Partners, Mike led multiple product development teams at Motorola and Fortune Brands. Mike graduated with honors from Northwestern's Kellogg Graduate School of Management with a Master of Business Administration degree, majoring in marketing and entrepreneurship. He has a bachelor's degree in engineering from the University of Notre Dame. He enjoys ice hockey and golf in his free time.

You can follow Mike on Twitter at @miketsnyder.com.

Customer reviews

3.8 out of 5 stars
3.8 out of 5
We don’t use a simple average to calculate the overall star rating and percentage breakdown by star. Our system gives more weight to certain factors—including how recent the review is and if the reviewer bought it on Amazon. Learn more
18 global ratings

Top reviews from the United States

Reviewed in the United States on November 10, 2008
This is a good book when getting started with rolling out CRM. It has a lot of info on making system customizations that help in getting CRM to display exactly what you need. This book doesn't cover everything; so, it's not a be all end all. However, it's worth the money for the info it does cover. It's definitely not a book for end-users, this covers administrative tasks.
Reviewed in the United States on June 23, 2015
Good reference
Reviewed in the United States on July 3, 2006
This book is a fantastic resource for programmers and process engineers alike - however from the perspective of a manager assessing the capabilities of CRM 3.0 for their organization, I found this book to be commercially irrelevant.

A book written by techies for techies with a distinct absence of information relation to commercial impact of the system in terms of process.

Good luck!
5 people found this helpful
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Reviewed in the United States on May 9, 2007
A worthless book for the most part. It's written to administrators, not the average user, so there is no help on actually using the software.

And if it's written to administrators, all it covers is the obvious that can easily be found in the documentation or discerned by the average IT pro.

So I'm not sure who this book is for.
Reviewed in the United States on May 14, 2007
Very helpful book - Gives the reader a precise idea of what can be done/customized with that powerful software. I recommend it!
One person found this helpful
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Reviewed in the United States on April 3, 2006
Microsoft's customer relationship management (CRM) package is now out in its third revision. The new edition is much more stable, easier to navigate around, and has numerous new features that previous users have suggested.

This book covers an introduction to Dynamics CRM 3.0 from the viewpoint of what you might call the systems administrator. That is, this book is for the person who gets the task of setting up, configuring, maintaining and especially customizing the package to suite the needs of your company. It presumes that you have at least some knowledge of Microsoft Exchange Server, Active Directory service, and SQL Server. Because of the web orientation for remote use of the system, some understanding of XML files is needed. This is not the end user book.

The book is broken down into three parts: ==Part I is on Configuration and Settings. Dynamics CRM is an extremely flexible system. Using this flexibility without putting in so many options the end user gets confused is part of the challenge of the administrator.

Part II is on customization and includes both the input, reporting and workflow areas.

Part III is on extended the capabilities at either the server end or the client side of the system as well as working with outside applications.

A CD is included with the book that includes a time limited version of the software.

This book is destined to become the Bible on Dynamics CRM.
32 people found this helpful
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Reviewed in the United States on February 17, 2007
An excellent text for explaining the inner workings of CRM with very practical descriptions of how to do customizations that our consultants failed to achieve.

In particular the description of sitemaps and how to manipulate the was invaluable. A simple XML edit and the navigation UI was dramatically improved.

If you want to really 'get' how CRM works and the opportunities and restrictions that go with that this is a recommended read. However it is a fairly technical text so if you aren't of that inclination buy it for your tame techie instead! ;-)
Reviewed in the United States on August 23, 2006
Very good title, well structured and current. Assisted with our implementation process.
One person found this helpful
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