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About Author

Dipankar is a senior Microsoft Dynamics CRM consultant/architect and a Microsoft technology evangelist. Dipankar is a Certified Professional in Microsoft Dynamics CRM, Microsoft Dynamics Sure Step methodology and core .NET technologies. He has been working in Microsoft technologies for 10+ years and his primary focus has been Solution Architecture, System Integration, Computer Telephony Integration and Data Migration. He has been architecting, developing and deploying Business solutions across the globe built using Dynamics CRM, xRM and Customer Care Accelerator for Dynamics CRM etc…

Dipankar has graduated in Computer Science and Engineering from Rajiv Gandhi Proudyogiki Vishwavidyalaya (University of Technology), Bhopal, India. Dipankar is also a certified ITIL professional and  Foundation certified of IASA, the Global IT Architect Association. He is a Microsoft certified Professional Developer on .NET 4.0 and Microsoft Certified Technology Specialist in Dynamics CRM 2011, 4, Sure Step 2010, Microsoft .NET, WPF, WCF, ADO.NET et cetera.

Apart from being a techie, Dipankar is a sports lover and takes interest in various sports like cricket, baseball, football. He is an avid reader and likes to read about detective stories, classics and science fiction. 

His Contact details can be found here.

Dipankar has authored a book on Dynamics CRM 2011 and the book has been published by UK based Packt Publishing on June 2013.

This book is great for Dynamics CRM 2011 professionals who have a beginner level understanding of the system and are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently. It’s assumed that the reader has a basic level understanding of IT infrastructure topologies along with functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.

Microsoft Dynamics CRM 2011 Cookbook

Some of the reviews of the book can be found here:

  • Book review: Microsoft Dynamics CRM 2011 Cookbook by Guido Preite
  • Microsoft Dynamics CRM 2011 Cookbook by James Wood
  • “I know that the Altico Advisors CRM team will use this “bible” to great advantage. It’s an unbeatable source of code and screenshots to simplify make imaginable every task related to the installation, customization and configuration of Microsoft Dynamics CRM 2011. It’s a must have and a must read.”

– Marcia Nita Doron, Marketing Director, Altico Advisors

You can grab a copy of the book from the following websites AmazonBarnes and NobleSafari and Packt Publishing.

The book covers the following topics in details:

  • Chapter 1: Installing Dynamics CRM 2011
    • Introduction
    • Installing Dynamics CRM Server
    • Installing Microsoft Dynamics CRM Reporting Extensions
    • Installing Dynamics CRM for Outlook
    • Installing a Dynamics CRM language pack
    • Installing Microsoft Dynamics CRM E-mail Router
    • Configuring Microsoft Dynamics E-mail Router
    • Installing Microsoft Dynamics CRM E-mail Router on multiple computers
    • Deploying Microsoft Dynamics CRM on multiple servers
    • Creating a new organization
    • Editing the organization’s details
  • Chapter 2: Maintaining and Optimizing Microsoft Dynamics CRM 2011 Server
    • Introduction
    • Backing up Dynamics CRM 2011 Database Server
    • Backing up Dynamics CRM 2011 Server
    • Recovering from a Dynamics CRM 2011 Database Server failure
    • Recovering from a Dynamics CRM 2011 Server failure
    • Enabling server-level tracing
    • Enabling deployment-level tracing
    • Enabling tracing on the Microsoft Dynamics CRM 2011 E-mail Router machine
    • Monitoring Dynamics CRM 2011 Server performance
    • Optimizing Dynamics CRM 2011 Database Server performance
    • Optimizing Dynamics CRM 2011 Server performance
  • Chapter 3: Administering Microsoft Dynamics CRM 2011
    • Securing Dynamics CRM 2011 deployment with SSL/HTTPS
    • Configuring Claims-based authentication (AD FS) for Microsoft Dynamics CRM 2011
    • Configuring Internet-facing Deployment (IFD)
    • Creating a new deployment administrator
    • Creating a new system administrator
    • Creating a new business unit
    • Configuring a security role
    • Creating a custom administrator security role
    • Creating a field-level security profile
    • Adding a new user account in the Dynamics CRM 2011 system
    • Adding multiple users in the Dynamics CRM 2011 system
    • Creating a new team in the Dynamics CRM 2011 system
    • Configuring autonumbering formats
    • Configuring system-wide settings
    • Configuring fiscal-year settings
    • Configuring error-notification preferences
  • Chapter 4: Data Management
    • Introduction to data import
    • Importing data into Dynamics CRM 2011 with Import Data Wizard
    • Exporting Dynamics CRM 2011 data to Microsoft Excel
    • Cleaning data using Bulk Deletion Wizard
    • Creating duplicate detection rules
    • Scheduling duplicate detection jobs
    • Enabling auditing in the Dynamics CRM 2011 system
    • Viewing and cleaning audit records
  • Chapter 5: Solution Management
    • Introduction to solution management
    • Creating a solution publisher
    • Creating a new unmanaged solution
    • Adding an item in the unmanaged solution
    • Removing/deleting an item from the unmanaged solution
    • Exporting a solution
    • Importing a solution
    • Updating a managed solution
    • Deleting components from a managed solution
    • Uninstalling or deleting a solution
    • Exporting translations from an unmanaged solution
    • Importing translations to an unmanaged solution
  • Chapter 6: Entity Customizations
    • Introduction to entities
    • Creating a custom entity
    • Updating the icon of an entity
    • Creating a custom field for an entity
    • Creating a global option set
    • Creating a new one-to-many (1:N) or many-to-one (N:1) relationship
    • Creating a new many-to-many (N:N) relationship
    • Creating a relationship field mapping
  • Chapter 7: Form and View Customizations
    • Introduction
    • Creating and customizing an entity main form
    • Controlling form behavior using JScript
    • Customizing the process-driven form (Dynamics CRM 2011 Online only)
    • Creating and customizing the mobile form
    • Configuring a form to be role-based
    • Creating and customizing a public view
    • Customizing search criteria for the Quick Find view
    • Creating a user’s personal view
    • Deactivating or deleting a user’s personal view
  • Chapter 8: Site Map and Ribbon Customizations
    • Introduction to Site Map and Ribbon
    • Editing the Site Map
    • Preparing for editing the ribbon
    • Adding a new button to an existing ribbon group for all entities
    • Adding a new button to an existing ribbon group of a specific entity
    • Hiding a ribbon button
    • Importing the modified ribbon definition
  • Chapter 9: Office andSharePoint Integration
    • Introduction
    • Creating Mail Merge templates using Microsoft Word
    • Integrating Microsoft SharePoint Server (2010/2013) with Dynamics CRM 2011
  • Chapter 10: Processes
    • Introduction to processes
    • Creating a workflow using the Dynamics CRM 2011 web interface
    • Creating a dialog using the Dynamics CRM 2011 web interface
    • Querying Dynamics CRM data in a dialog
    • Monitoring the workflow execution status