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Working with Microsoft Dynamics(TM) CRM 3.0

ISBN: 0735622590
EAN: 2147483647

Year: 2006
Pages: 120

Authors: Mike Snyder, Jim Steger

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• 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