data auditing, server-side SDK sample code, 429–439
Data Field Values dialog box, 348
data fields
application in e-mail templates, 31
e-mail templates, 36–38, 36–38
Data Links Properties dialog box, 293
data, reporting and analysis tools, 257–320
dynamic Excel files, 258, 260–271
Entity views and Advanced Find feature, 258, 259–260
filtered views, 258, 272–273
SQL Server Reporting Services, 258, 273–304
third-party tools, 258, 304–305
data relationship (entities), 199, 201–204
many-to-many, 204
one-to-many, 201–204
data types, 122–123
attribute properties, 122
bytes required, 101–102
custom attributes, 130–131
datetime data type, 123
debugging client-side SDK scripting, 475
default e-mail templates, 35
default entities. See system entities
default system entities. See system entities
default views, activities, 193–194
Delete action (entity privileges), 81
Delete action, relationship behaviors influence on, 205
Delete method, CrmService Web service, 380
deleting
Active Directory users, 70
attributes, 132–133
custom entities, 234–235
Dependencies property, IFrames, 168
deployment
ISV.config files, 472
organization structure, 69
server-side SDK callouts, 396–397
wizard-driven, 10
deployment options, 9
Description attribute
e-mail templates, 36
templates, 36
Description attribute property, 121
Description property, editing, 315
development, server-side SDK callouts, 396
development environment
client-side SDK scripting, 474
server-side SDK, 408–419
coding and testing tips, 411–419
configuring multiple installations, 408–409
WSDL references, 409–410
development errors, enabling, 418
DHTML (Dynamic HTML), 448
direct e-mail, sending e-mail templates, 32–34
Direct E-Mail dialog box, 32
Direct E-Mail feature, 32–34
Directional arrows tool (Common Tasks), forms customization, 145, 183
Disable/Enable action (entity privileges), 81
disaster recovery, 10
display areas (entities), 255
creating custom entities, 233
Display In property, editing, 315
Display name attribute property, 121
Display properties, form fields, 157
document libraries
integration, 533–546
locating URL for filtered views, 538–539
redirect pages, 539–540
SharePoint Services, 535, 535–536
Windows SharePoint services integration, 520–521
Document Object Model (DOM), 448
DocumentRedirect.aspx listing, document libraries integration, 540
DOM (Document Object Model), 448
DownloadReports.exe tool, batch transferring reports, 316
Due Date Time field (Activity entities), adding picklist values to, 197
Duration field (Activity entities), adding picklist values, 196–197
dynamic Excel files, reporting and analysis, 258, 260–271
dynamic PivotTables, 266–270
dynamic worksheets, 267–269
exporting data, 264–267
Microsoft Query, 269–270
refreshing external data, 262–264
static vs. dynamic exports, 261–262
static worksheets, 265–266
dynamic exports, dynamic Excel files, 261–262
Dynamic HTML (DHTML), 448
dynamic PivotTables, reporting and analysis, 266–270
dynamic URLs, client-side SDK iFrames, 463
dynamic values
conditions, 350
workflow, 346–350
dynamic worksheets, Excel reporting and analysis, 267–269
DynamicEntity class, CrmService Web service, 385–386