Working with Microsoft Dynamics(TM) CRM 3.0
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
EAN: 2147483647
Year: 2006
Pages: 120
Pages: 120
Authors: Mike Snyder, Jim Steger
- Table of Contents
- Back Cover
- Working with Microsoft Dynamics CRM 3.0
- Foreword
- Introduction
- Organization of This Book
- Prerelease Software
- System Requirements
- Technology Updates
- Code Samples
- Creating a Virtual Web in IIS
- Support for This Book
- Part I: Configuration and Settings
- Chapter 1: Microsoft Dynamics CRM 3.0 Overview
- Introducing Microsoft CRM
- Core Concepts and Terminology
- Summary
- Chapter 2: Setting Up Your System
- Templates
- Subjects
- Announcements
- Relationship Roles
- Queues
- E-Mail Tracking
- Mail Merge and Mass Mailings
- Summary
- Chapter 3: Managing Security and Information Access
- Mapping Your Needs
- Security Concepts
- Users and Licenses
- Security Roles and Business Units
- Summary
- Part II: Customization
- Chapter 4: Entity Customization: Concepts and Attributes
- Customization Concepts
- Attributes
- Summary
- Chapter 5: Entity Customization: Forms and Views
- Customizing Views
- Customizing Activities
- Summary
- Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map
- Understanding Entity Relationships
- Creating Custom Entities
- Application Navigation
- Summary
- Chapter 7: Reporting and Analysis
- Reporting and Analysis Tools
- Entity Views and Advanced Find
- Dynamic Excel Files
- Filtered Views
- SQL Server Reporting Services
- Third-Party Reporting Tools
- Custom Reporting
- Managing Reports with Microsoft CRM
- Report Formatting
- Tips
- Summary
- Chapter 8: Workflow
- Overview
- Events
- Workflow Conditions
- Workflow Actions
- Sales Process Management
- Dynamic Values in Workflow
- Calling Assemblies in Workflow
- Workflow Monitor
- ImportExport
- Workflow Examples
- Summary
- Part III: Extending Microsoft Crm
- Chapter 9: Server-Side SDK
- Architecture
- CrmService Web Service
- MetadataService Web Service
- Queries
- Callouts
- Workflow Plug-in Assemblies
- Development Environment
- Sample Code
- Summary
- Chapter 10: Client-Side SDK
- Client-Side SDK Overview
- IFrames and Scripting
- ISV.config
- CRM Client-Side Scripting Tips
- Client-Side Code Examples
- Summary
- Chapter 11: Integration with External Applications
- Integration with an External Web Site
- Integration with Windows SharePoint Services
- Summary
- Index
- B
- C
- D
- E
- F
- G
- H
- I
- J-K
- L
- M
- N
- O
- P
- Q
- R
- S
- T
- U
- V
- W
- X-Z
- List of Figures
- List of Tables
- List of Listings
- List of Sidebars
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
EAN: 2147483647
Year: 2006
Pages: 120
Pages: 120
Authors: Mike Snyder, Jim Steger