W


wait activity condition, 334

wait entity condition, 334

wait for conditions (workflow), 333–334

wait for timer conditions (workflow), 334–335

Web Archive, as format for report exports, 284

Web-based customization tools, 8

Web clients, 16, 17–18

Web content zones (Internet Options dialog box), 71

Web pages, Microsoft Press Technology Updates, xvi

Web Parts

formatting, 527–528

Windows SharePoint services integration, 521–522

Web Parts and Components, Windows SharePoint services integration, 519–520

Web Services Description Language (WSDL), 376

Web sites

companion content, xvii

Microsoft CRM, 15

product Web site, system requirements, xiii

Web.config files, 415–416

wizards

deployment, 10

Report Scheduling Wizard, 299

Sample Data Wizard, xiii

Word, mail merge feature, 59–60

workflow, 321–369, 357–359

actions, 335–343

Assign Entity, 339–340

Call Assembly, 342–343

Change Status, 339

Create Activity, 336

Create Note, 338

Post URL, 340

Run Subprocess, 340–341

Send E-Mail, 337

Stop, 341–342

Update Entity, 338–339

assemblies

calling, 350–353

server-side SDK, 400

vs. callouts, 407

conditions, 330–335

dynamic values, 346–350

events, 328–330

Import/Export, 357–359

Export Workflow Wizard, 357

Import Workflow Wizard, 357–359

overview, 322

plug-in assemblies, server-side SDK, 397–407

assembly deployment, 399

configuration file, 398–399

custom assembly development, 397

digitally signing assemblies, 399

Incident Workflow class, 400

workflow assembly, 400

processes, 353

rules, 22

referencing e-mail templates, 31

running in user interface, 322–324

sales process, 324

security, 325–328

workflow process, 324

sales process management, 343–346

configuring sales processes, 345–346

sales processes, 344–345

samples, 359–369

creating business process for new leads, 359

creating e-mail rules, 365–366

creating the create rule, 368

creating the rule (leads), 359

escalating logic rules, 366–367

escalating overdue cases, 363–365

follow-up steps, 361–362

phone call actions, 361

sending response for Web site leads, 359–360

utilities, 325

Workflow Monitor, 353–356

definitions, 353–354

Log tab, 356

Process tab, 354–355

Workflow Manager, 325

Workflow Monitor, 325, 353–356

definitions, 353–354

Log tab, 356

looping rules, subprocesses, 341

maintenance actions, 354

Process tab, 354–355

workplace activities, 193–195

Workplace button (wunderbar), 239

worksheets (dynamic), Excel reporting and analysis, 267–269

Write action (entity privileges), 81

WSDL (Web Services Description Language), 376, 409–410

wunderbar, 238–239




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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