M


mail merge feature, 57–61

Excel, 60–61

filtered views, 59–60

Outlook, 58–59

Word, 59–60

Mail Merge miscellaneous privilege, 83

maintenance actions, Workflow Monitor, 354

management

reports, 310–317

administration tasks, 310–311

categories, 311–313

Reports List, 313–317

security, 311

security, 65–92

business units, 75–85

concepts, 68–72

field-level security, 85–92

goals, 65

Integrated Windows Authentication, 70–72

licenses, 73–74

mapping needs, 66–68

pop-up blockers, 72–73

roles, 75–85

users, 73–74

Manual events (workflow), 328

manually editing export files, 114–115

many-to-many data relationships (entities), 204

mapping

entities, 200, 210–217

picklist attributes, 216–217, 216–217

security needs, 66–68

Marketing button (wunderbar), 239

Marketing Event Notification e-mail template, 35

Marketing Manager security role, 75

Marketing Professional security role, 75

mass mailings, 57–61

application, 62–63

Campaign and Quick Campaign features, 62

mass mailing application, 62–63

SQL Server Reporting Services, 61–62

Menu bar, ISV.config files, 466–468

Merge miscellaneous privilege, 82

messages, allowed customizations, 100

metadata architecture, entity customization, 97–98

metadata browser, 125–127

metadata design, entity relationships, 201

Metadata Web service, server-side SDK, 387–389

adding Web reference to projects, 387–388

methods, 387–388

retrieving metadata information, 388–389

methods

crmForm, 450

crmForm.all collection, 450

CrmService Web service, 380–381

global, 449

Metadata Web service, 387–388

Microsoft CRM 3.0 desktop client for Outlook, 16

Microsoft CRM 3.0 Implementation Guide, 10

Microsoft CRM 3.0 laptop client for Outlook, 16

Microsoft CRM Web site, 15

Microsoft Knowledge Base article, xvii

Microsoft .NET Framework version 2.0, 411

Microsoft Press, e-mail contact, xvii

Microsoft Press Technology Updates Web page, xvi

Microsoft Query Excel component, 269–270

Microsoft SQL Server Desktop Engine (MSDE), 16

miscellaneous privileges, 81–85

money data type, 123

More Actions menu commands

Apply Rule, 322

Copy Role, 75

Export Selected Customizations, 242

Generate Mappings, 215

Set Default, 170

More Information URL attribute, announcements, 43

Move Up/Down command (Actions menu), 342

MSDE (Microsoft SQL Server Desktop Engine), 16

multi-channel customer interactions, challenges to CRM strategy, 4

My Work group, subareas, 239–240




Working with Microsoft Dynamics CRM 3.0
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120

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