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Chapter 1: Microsoft Dynamics CRM 3.0 Overview
Figure 1-1: Tracking Microsoft CRM data in Outlook
Figure 1-2: The Track In CRM button for saving data to Microsoft CRM
Figure 1-3: Microsoft CRM synchronization and integration with Microsoft Dynamics GP
Figure 1-4: Internet Explorer interface to Microsoft CRM
Figure 1-5: Account and Contact forms
Figure 1-6: The Open Opportunities view
Figure 1-7: Entity editor for the Account entity
Chapter 2: Setting Up Your System
Figure 2-1: Microsoft CRM Settings
Figure 2-2: Selecting a Contract template (sample data templates shown)
Figure 2-3: Creating a new Contract template
Figure 2-4: Sample Knowledge Base Article
Figure 2-5: Sample Article template
Figure 2-6: Accessing the Direct E-mail feature from the grid toolbar
Figure 2-7: Direct E-mail dialog box
Figure 2-8: Inserting an E-mail template into an e-mail message
Figure 2-9: Follow-Up to Our Meeting template
Figure 2-10: Data Field Values dialog box
Figure 2-11: Sample company newsletter template
Figure 2-12: E-mail message with graphics and HTML
Figure 2-13: Sample subject tree
Figure 2-14: Assigning a subject for a Case record
Figure 2-15: Viewing announcements in the Workplace area
Figure 2-16: Account hierarchy without relationship roles
Figure 2-17: Relationship roles, which help you better understand the relationships between your customers
Figure 2-18: Sample relationship roles
Figure 2-19: Configuring an attorney relationship role
Figure 2-20: Adding a relationship between two records
Figure 2-21: A sample queue with Cases assigned to the Bicycle Cases queue
Figure 2-22: How items move through a queue
Figure 2-23: Inbound e-mail message tracking process and components
Figure 2-24: The Router decision flowchart for incoming messages
Figure 2-25: Outbound e-mail message tracking process and components
Figure 2-26: Tracking token in the subject line of an e-mail message
Figure 2-27: Altering the tracking token configuration
Figure 2-28: Accessing the Mail Merge feature in the Microsoft CRM client for Outlook
Figure 2-29: Accessing the advanced filter menu for mail merge recipients
Chapter 3: Managing Security and Information Access
Figure 3-1: Organization structure for the sample company, Adventure Works Cycle
Figure 3-2: Role-based security and object-based security combine to determine user privileges
Figure 3-3: Web content zones in Internet Explorer
Figure 3-4: License summary in Microsoft CRM Deployment Manager
Figure 3-5: Multiple security roles assigned to a user
Figure 3-6: Salesperson security role settings
Figure 3-7: Access levels example
Figure 3-8: Account record as seen by a user with the default Customer Service Representative security role
Figure 3-9: Account record as seen by a user with a revised Customer Service Representative security role
Figure 3-10: Organization structure for the sample company, Adventure Works Cycle
Figure 3-11: Sharing records with users
Chapter 4: Entity Customization: Concepts and Attributes
Figure 4-1: Default Account form
Figure 4-2: Account form revised and renamed as
Company
Figure 4-3: Metadata product architecture
Figure 4-4: Default security settings for the System Customizer role
Figure 4-5: Recommended System Customizer role configuration for preventing accidental deletions
Figure 4-6: Publishing a single entity from the entity editor
Figure 4-7: List of exportable entities
Figure 4-8: Importing customizations, an additive process
Figure 4-9: General tab for the Contact entity
Figure 4-10: Contact entity renamed to
People
Figure 4-11: System messages for the Contact entity
Figure 4-12: Attribute properties for a single attribute
Figure 4-13: Attributes for the Account entity
Figure 4-14: Metadata browser
Figure 4-15: Contact entity navigator in the metadata browser
Figure 4-16: Attribute editor for Account Number attribute
Figure 4-17: How different data types and formats appear on an entity form
Figure 4-18: Custom attribute and system attribute icons
Figure 4-19: Error message shown when you attempt to delete a referenced attribute
Chapter 5: Entity Customization: Forms and Views
Figure 5-1: The Information link displays an entity's form
Figure 5-2: Form editor user interface
Figure 5-3: The Form Properties page
Figure 5-4: Error message displayed when a user tries to remove a dependent field from a form
Figure 5-5: Default form for a new task
Figure 5-6: Form
onLoad
event flowchart for Task example
Figure 5-7: Sample form using the Variable Field Height section layout
Figure 5-8: The Field Properties page
Figure 5-9: Control formatting for
bit
data type fields
Figure 5-10: Row layout formatting for
ntext
and
nvarchar
(text) data types
Figure 5-11: Comparing an auto-expand text area with a fixed height text area
Figure 5-12: Microsoft CRM field tab order on a form
Figure 5-13: Modified tab order after adding an invisible section to the form
Figure 5-14: An IFrame on an Account form that references a Sharepoint intranet Web site
Figure 5-15: IFrame properties page
Figure 5-16: Formatting tab of IFrame properties page
Figure 5-17: View components
Figure 5-18: Setting a different view as the Default Public View
Figure 5-19: Streamlining the View Filter by switching Public Views to Private Views
Figure 5-20: Active Accounts updated to a Private View
Figure 5-21: Contact Associated View as seen on an Account record
Figure 5-22: Activity Associated View for Lead and Opportunity records
Figure 5-23: Advanced Find View for Leads
Figure 5-24: Advanced Find columns that have been edited by a user
Figure 5-25: Contact Lookup View
Figure 5-26: Results of a phone number search using the default Find Columns
Figure 5-27: Contact record returned after adding Business Phone as a Find Column
Figure 5-28: Leads search results using Quick Find View and wildcard character
Figure 5-29: Preview of a Case record
Figure 5-30: Active Accounts view editor
Figure 5-31: Differences between the Activity entity and its related entities
Figure 5-32: The Activities page, showing Type and Date filters
Figure 5-33: Activities views on an Account record
Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map
Figure 6-1: Default entity relationships for the Lead entity
Figure 6-2: Relationship editor
Figure 6-3: Entity relationship between the Account entity and the Contact entity
Figure 6-4: The primary entity displayed as a lookup on the related entity's form
Figure 6-5: Related entities in a grid view
Figure 6-6: Many-to-many relationship between Marketing List and members
Figure 6-7: Relationship behaviors determine how Microsoft CRM cascades actions
Figure 6-8: Referential behavior example
Figure 6-9: Error message displayed when users try to delete a restricted entity that possesses children entities
Figure 6-10: Entity relationship editor
Figure 6-11: Account with four Tasks
Figure 6-12: Selecting mappable relationships
Figure 6-13: Attribute mappings between the Account and Contact entities
Figure 6-14: Mapping attributes between the Account and Contact entities
Figure 6-15: Mapping custom attributes between the Account and Contact entities
Figure 6-16: Proposed entity relationship map for Litware, Inc.
Figure 6-17: Mockup of the Opportunity form
Figure 6-18: Mockup of the Contact form
Figure 6-19: Revised entity relationship map for Litware, Inc.
Figure 6-20: Lease form for the revised entity relationship design
Figure 6-21: Apartment form for the revised entity relationship design
Figure 6-22: Default custom entity icon
Figure 6-23: Multiple custom entities using the same default icon
Figure 6-24: Creating a new custom entity
Figure 6-25: An entity's primary attribute appears on a related entity's lookup field
Figure 6-26: Screen regions in the Microsoft CRM user interface
Figure 6-27: Screen regions on a Microsoft CRM entity record
Figure 6-28: Screen components of the application navigation pane and the wunderbar
Figure 6-29: The Go To menu for the Workplace area
Figure 6-30: Screen regions in the Microsoft CRM desktop client for Outlook
Figure 6-31: File download message for exporting customizations
Figure 6-32: Viewing a sample Sitemap.xml file with Internet Explorer
Figure 6-33: Sitemap.xml XML element structure
Figure 6-34: Using the
Url
attribute of SiteMap to change the default Web page in Outlook
Figure 6-35: Set Personal Options dialog box
Figure 6-36: Editing display areas for a custom entity
Chapter 7: Reporting and Analysis
Figure 7-1: Excel button on the grid toolbar
Figure 7-2: Exporting records from one page or all pages
Figure 7-3: Sample dynamic PivotTable using the All Opportunities view
Figure 7-4: Sample chart created with one click from a PivotTable
Figure 7-5: Reporting Services architecture
Figure 7-6: Reports list in the My Work group
Figure 7-7: Accessing reports from an entity's grid toolbar
Figure 7-8: Accessing reports from the entity form
Figure 7-9: Sample Account Overview report
Figure 7-10: Report filtering criteria for pre-filtering report results
Figure 7-11: Modifying the default filters, using the same interface as the Advanced Find feature
Figure 7-12: Reporting Services Account Distribution report output
Figure 7-13: Exporting a report
Figure 7-14: Modified Account Overview report
Figure 7-15: E-mailed report
Figure 7-16: Filtering reports by report categories
Figure 7-17: Report properties editor
Chapter 8: Workflow
Figure 8-1: Accessing workflow rules from the grid toolbar
Figure 8-2: Apply Rule dialog box
Figure 8-3: Sample business unit hierarchy
Figure 8-4: Microsoft CRM Workflow Manager
Figure 8-5: Create Workflow Rule page
Figure 8-6: Inserting a condition
Figure 8-7: Subconditions available based on the context of the statement box
Figure 8-8: Grouped conditions
Figure 8-9: Adding a check entity condition
Figure 8-10: Wait for condition
Figure 8-11: Wait for timer condition
Figure 8-12: Workflow actions
Figure 8-13: Create Activity dialog box
Figure 8-14: Send E-mail dialog box
Figure 8-15: Create Note dialog box
Figure 8-16: Update Entity dialog box
Figure 8-17: Assign Entity dialog box
Figure 8-18: Sample workflow subprocess flow
Figure 8-19: Sample Sales Pipeline report grouped by sales stage
Figure 8-20: Sample sales process attached to an Opportunity record
Figure 8-21: Editing a sales process in workflow
Figure 8-22: Using the New Case Acknowledgement E-mail template
Figure 8-23: New Case Acknowledgement E-mail template
Figure 8-24: Data Field Values dialog box
Figure 8-25: Select Value dialog box
Figure 8-26: New case e-mail message with multiple dynamic value data fields
Figure 8-27: Process flow to reference assembly with dynamic values
Figure 8-28: Settings for the Add 24 hours action referencing an assembly
Figure 8-29: Referencing the output of an assembly as a dynamic value
Figure 8-30: Workflow Monitor
Figure 8-31: Workflow log properties
Figure 8-32: Example of a rule that must be reset after import
Figure 8-33: Workflow rule after Web lead condition and actions are entered
Figure 8-34: Case escalation logic
Figure 8-35: Escalating logic rule final steps
Chapter 9: Server-Side SDK
Figure 9-1: Microsoft CRM technical architecture
Figure 9-2: Microsoft CRM extensibility architecture
Figure 9-3: Lead form
Figure 9-4: Request/Response model for the
Execute
method
Figure 9-5: Picklist metadata
Figure 9-6: Leads Opened This Week
Figure 9-7: Leads returned from
QueryExpression
Figure 9-8: Callout architecture
Figure 9-9: Error deploying a callout
Figure 9-10: Default Workflow.config file
Figure 9-11: New Case record created from support e-mail message
Figure 9-12: E-mail activity associated with new case record
Figure 9-13: Microsoft CRM environments
Figure 9-14: Development errors enabled
Figure 9-15: Custom callout error returned to the user
Figure 9-16: Data Audit grid
Figure 9-17: Project list
Chapter 10: Client-Side SDK
Figure 10-1: The form editor page
Figure 10-2: The Event Detail Properties dialog box
Figure 10-3: IFrame sample
Figure 10-4: Default Internet Explorer IFrame security
Figure 10-5: Contact form with custom mortgage Web page
Figure 10-6: IFrame with automatic scrolling enabled and a border displayed
Figure 10-7: Mortgage tab preview
Figure 10-8: Mortgage tab with cross-frame scripting disabled
Figure 10-9: Scripting access denied error
Figure 10-10: Application integration points
Figure 10-11: Entity form integration points
Figure 10-12: Custom Menu
Figure 10-13: Enabling the ISV Extensions privilege
Figure 10-14: A phone number on the Contact form as entered by a user
Figure 10-15: The translated and formatted phone number
Figure 10-16: Form preview of Shipping Method picklist script
Figure 10-17: Retrieving picklist values
Figure 10-18: Phone Call form
Figure 10-19: Multiple problem categories selected
Figure 10-20: Prompt to clear selections
Figure 10-21: Required fields set from code
Figure 10-22: Custom error prompt
Figure 10-23: Custom .NET page referenced from Microsoft CRM
Figure 10-24: Successful postback of custom .NET page from Microsoft CRM
Figure 10-25: Diagram of a Web service call
Chapter 11: Integration with External Applications
Figure 11-1: Typical network topology for a corporate Web site
Figure 11-2: Architecture of sample Web site and Microsoft CRM integration
Figure 11-3: Information request Web form
Figure 11-4: Web page result displayed to a prospect after a successful transaction
Figure 11-5: Lead record created from our Web page
Figure 11-6: Dashboard in Microsoft CRM
Figure 11-7: Web Part Page
Figure 11-8: Windows SharePoint Services page after adding the Office PivotChart Web Part
Figure 11-9: Windows SharePoint Services page after adding the Office Datasheet Web Part
Figure 11-10: Microsoft CRM dashboard page with Windows SharePoint Services navigation
Figure 11-11: Dashboard using Windows SharePoint Services in Microsoft CRM
Figure 11-12: Account document library using Windows SharePoint Services
Figure 11-13: New SharePoint site
Figure 11-14: Account Documents page in Microsoft CRM
Figure 11-15: Updated Account Documents page in Microsoft CRM
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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
BUY ON AMAZON
OpenSSH: A Survival Guide for Secure Shell Handling (Version 1.0)
Step 1.1 Install OpenSSH to Replace the Remote Access Protocols with Encrypted Versions
Step 4.2 Passphrase Considerations
Step 4.4 How to Generate a Key Using PuTTY
Step 4.6 How to use PuTTY Passphrase Agents
Appendix - Sample sshd_config File
CISSP Exam Cram 2
APPLICATION AND SYSTEMS-DEVELOPMENT SECURITY
CISSPs in the Real World
System Validation
Answers to Exam Prep Questions
Major Legal Systems
Junos Cookbook (Cookbooks (OReilly))
Using the Second Routing Engine to Upgrade to a New Software Version
Configuring IPSec Dynamic SAs
Router Interfaces
Introduction
Moving IS-IS Traffic off a Router
802.11 Wireless Networks: The Definitive Guide, Second Edition
1X: Network Port Authentication
Power Management and the PCF
Physical-Layer Architecture
Using 802.11 Access Points
Rogue Access Points
Quartz Job Scheduling Framework: Building Open Source Enterprise Applications
What about Alternative Solutions?
Implementing Listeners in the quartz_jobs.xml File
Clustering Quartz
Configuring Quartz to Use Clustering
Configuring JobStore Settings
MPLS Configuration on Cisco IOS Software
MPLS Terminology
MPLS Control and Data Plane Components
Basic MPLS Configuration
Introduction to Layer 2 VPNs
Implementing Quality of Service in MPLS Networks
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