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