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Working with Microsoft Dynamics(TM) CRM 3.0
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120
Authors:
Mike Snyder
,
Jim Steger
BUY ON AMAZON
Table of Contents
Back Cover
Working with Microsoft Dynamics CRM 3.0
Foreword
Introduction
Organization of This Book
Prerelease Software
System Requirements
Technology Updates
Code Samples
Creating a Virtual Web in IIS
Support for This Book
Part I: Configuration and Settings
Chapter 1: Microsoft Dynamics CRM 3.0 Overview
Introducing Microsoft CRM
Core Concepts and Terminology
Summary
Chapter 2: Setting Up Your System
Templates
Subjects
Announcements
Relationship Roles
Queues
E-Mail Tracking
Mail Merge and Mass Mailings
Summary
Chapter 3: Managing Security and Information Access
Mapping Your Needs
Security Concepts
Users and Licenses
Security Roles and Business Units
Summary
Part II: Customization
Chapter 4: Entity Customization: Concepts and Attributes
Customization Concepts
Attributes
Summary
Chapter 5: Entity Customization: Forms and Views
Customizing Views
Customizing Activities
Summary
Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map
Understanding Entity Relationships
Creating Custom Entities
Application Navigation
Summary
Chapter 7: Reporting and Analysis
Reporting and Analysis Tools
Entity Views and Advanced Find
Dynamic Excel Files
Filtered Views
SQL Server Reporting Services
Third-Party Reporting Tools
Custom Reporting
Managing Reports with Microsoft CRM
Report Formatting
Tips
Summary
Chapter 8: Workflow
Overview
Events
Workflow Conditions
Workflow Actions
Sales Process Management
Dynamic Values in Workflow
Calling Assemblies in Workflow
Workflow Monitor
ImportExport
Workflow Examples
Summary
Part III: Extending Microsoft Crm
Chapter 9: Server-Side SDK
Architecture
CrmService Web Service
MetadataService Web Service
Queries
Callouts
Workflow Plug-in Assemblies
Development Environment
Sample Code
Summary
Chapter 10: Client-Side SDK
Client-Side SDK Overview
IFrames and Scripting
ISV.config
CRM Client-Side Scripting Tips
Client-Side Code Examples
Summary
Chapter 11: Integration with External Applications
Integration with an External Web Site
Integration with Windows SharePoint Services
Summary
Index
B
C
D
E
F
G
H
I
J-K
L
M
N
O
P
Q
R
S
T
U
V
W
X-Z
List of Figures
List of Tables
List of Listings
List of Sidebars
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120
Authors:
Mike Snyder
,
Jim Steger
BUY ON AMAZON
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Dynamically Creating Crystal Reports
Strategies for Information Technology Governance
Structures, Processes and Relational Mechanisms for IT Governance
Integration Strategies and Tactics for Information Technology Governance
An Emerging Strategy for E-Business IT Governance
Linking the IT Balanced Scorecard to the Business Objectives at a Major Canadian Financial Group
Governance in IT Outsourcing Partnerships
Lotus Notes and Domino 6 Development (2nd Edition)
Creating Your Own Templates
Writing Formulas in Fields
Real-World Examples Using the Formula Language
Validating Selection Lists
What Its All About: XML Exposed
PostgreSQL(c) The comprehensive guide to building, programming, and administering PostgreSQL databases
DELETE
BLOBs
Summary
DBI Architecture Overview
Securing Tables
Information Dashboard Design: The Effective Visual Communication of Data
Categorizing Dashboards
Typical Dashboard Data
Encoding Quantitative Data Inaccurately
Applying the Principles of Visual Perception to Dashboard Design
Make the Viewing Experience Aesthetically Pleasing
Sap Bw: a Step By Step Guide for Bw 2.0
Summary
Managing User Authorization
BW Star Schema
Maintaining Characteristic Data
Summary
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