4.0 book almost done

Posted by Mike Snyder on January 13, 2008  |  commentsComments (2)

This weekend we're putting the finishing touches on the Working with Microsoft Dynamics CRM 4.0 book, and I'm really pleased with the revisions we made to the content! I think (hope) that this version of the book will address even more of the common administrator questions that we hear from customers and prospects. The table below shows how we tweaked the table of contents between the 3.0 and 4.0 versions of the book:

Chapter # 4.0 Book Chapter Title 3.0 Book Chapter Title 4.0 Book
Page Count
3.0 Book
Page Count
1 Overview Overview 27 22
2 Setup and Common Tasks Setting Up Your System 47 39
3 Security and Information Access Security and Information Access 36 27
4 Entity Customization:
Concepts & Attributes
Entity Customization:
Concepts & Attributes
51 44
5 Entity Customization:
Forms & Views
Entity Customization:
Forms & Views
63 56
6 Entity Customization: Relationships, Custom Entities and Site Map Entity Customization: Relationships, Custom Entities and Site Map 54 56
7 Reporting and Analysis Reporting and Analysis 72 63
8 Workflow Workflow 52 48
9 Microsoft Dynamics CRM 4.0 SDK (plug-ins) Server Side SDK 77 72
10 Client Scripting and Extensions Client Side SDK 65 55
11 n/a Integration with External Applications n/a 45
    Total Pages 544 527

As we mentioned previously, the book has a strict page count limit so we needed to carefully consider which material we should include. As you can see, we eliminated Chapter 11 entirely and increased the length of almost all the other chapters. While Chapter 11 in the 3.0 book did provide a few coding examples, we felt that developers could access similar material in blogs or other materials (hint: stayed tuned at this website for details on one such source!) And even though you can't necessarily tell from the chapter title, we made significant revisions in Chapter 2 between the 3.0 to the 4.0 book. Here's how that the content in that chapter changed in the new book.

Chapter 2 in 4.0 Book: Setup and Common Tasks Chapter 2 in 3.0 Book: Setting Up Your System
  • Outlook client integration
    • Standard versus offline client
    • Integration Points
      • CRM versus Outlook forms
      • Activity Reminders
      • Address Book
      • Outlook Web Access
  • Data Synchronization
    • Configuring
    • Deleting records in Outlook
  • Working with Email
    • E-mail Tracking
    • E-mail Templates
      • Inserting Templates into E-mail Messages
      • Creating or Modifying E-mail Templates
      • Creating and Sharing Personal E-mail Templates
      • Inserting Graphics and HTML into E-mail Templates
    • Creating and Sending Mass E-mails
      • Direct E-mail
      • Quick Campaign
      • Workflow rule
  • Working with Documents
  • Data Management
    • Import Data Wizard
    • Data Migration Manager
    • Duplicate checking
  • Queues
  • Summary
  • Templates
    • Contract Templates
    • Article Templates
    • E-mail Templates
  • Sending Direct E-mail
    • Inserting Templates into E-mail Messages
    • Creating or Modifying E-mail Templates
    • Creating and Sharing Personal E-mail Templates
    • Inserting Graphics and HTML into E-mail Templates
  • Subjects
  • Announcements
  • Relationship Roles
  • Queues
  • E-mail Tracking
    • Tracking Overview
    • Inbound Messages
    • Outbound Messages
    • E-mail Tracking Tokens
  • Mail Merge and Mass Mailings
    • Microsoft CRM Mail Merge Feature
    • Word Mail Merge Using Filtered Views
    • Word Mail Merge Using Microsoft CRM Exported Excel Data
    • SQL Server Reporting Services Report
    • Microsoft CRM Campaign and Quick Campaign Features
    • Custom Mass Mailing Application
  • Summary

I am personally excited about these Chapter 2 changes because I know that we tried to address some of the most common topics that I hear questions about. After re-reading it now, we felt that a lot of the Chapter 2 material in the 3.0 book was somewhat self-explanatory in the user interface so it wasn't critical to cover in the book.

We also want to thank Valerie Wooley from Microsoft Press because she's pulling all sorts of strings to make sure that the 4.0 book is in print and ready in time for the Convergence conference!

Comments

  1. If you are an intelligent non programmer that is interested in making his own business software is this the book for me?

    Posted by: kirk  |  Jan 28, 2008 8:07:07 PM

  2. Mr. Snyder,

    I am extremely excited to read your new book on Microsoft Dynamics CRM 4.0!! (I already preordered it on Amazon.com)

    Currently I am reading of "Working With Microsoft Dynamics CRM 3.0" and it is incredible, the best resource out there - hands down. Thank you, Mike and Jim Steger, for writing with such personal feel and using a novel type layout that builds as you read. It’s certainly not what I'd expect from a Microsoft Press book! The book literally rocks and has changed my career path completely!

    Sincerely,

    Jeremiah

    Posted by: Jeremiah Isaacson  |  Jan 31, 2008 8:40:30 PM

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