P

page footer formats (reports), 317

page header formats (reports), 317

parameters

custom entities, 231–232

passing to IFrames, 166

query string parameters, 413

relationships, 199–200

reporting parameters, 295

parental behavior (relationships), 205–206

Pause action (Workflow Monitor maintenance action), 354

Paused option (Process tab, View list), 354

performance tips, reporting and analysis, 319

permissions, entity customization, 102–104

personal e-mail templates, 31, 38

Personalize Workplace features, 238

picklist attributes, mapping, 216–217

picklist data type, 122

picklist label, 216

picklist values, 216

adding to Due Date Time field (Activity entities), 197

adding to Duration field (Activity entities), 196–197

PivotCharts

formatting, 525–526

Web Parts, 522–525

PivotTables, reporting and analysis, 266–270

platform-level tracing, enabling, 417–418

Pop-Up Blocker command (Tools menu), 72–73

pop-up blockers, 72–73

post-callout events, 394

post-callouts, 22

Post URL action (workflow), 340

postvalue node, 395

pre-callout events, 394

pre-callouts, 22

pre-defined security roles, 75–76

pre-filters, authoring Reporting Services reports, 296, 297–298

prefiltering reports (running Reporting Services reports), 279–281

prerelease software, xv

prevalue node, 395

Preview (system-defined view), 181–182

primary attribute, creating custom entities, 233–234

primary relationships, 202

primarykey data type, 123

Print miscellaneous privilege, 82

private views, 171–174

Privilege element (sitemap.xml file), 251–252

privileges

impact on application navigation, field-level security, 85–87

security roles, 80–85

users, 77

Process entity, 326

Process Instance entity, 326

Process tab, Workflow Monitor, 354–355

product Web site, system requirements, xiii

Professional Edition

Microsoft Dynamics CRM 3.0, 12

vs. Small Business Edition, 12

Professional edition server licenses, 14

Professional edition user licenses, 14

project records, server-side SDK sample code, 439–444

properties

attributes, 121–122

crmForm, 449

crmForm.all field collection, 450

form fields, 156–161

form sections, 154–156

forms, applying onLoad event, 149–152

forms customization, 146–152

IFrames, 165–168

reports, 314–315

Properties property, DynamicEntity class, 385

public views, 170–174

Publish Articles miscellaneous privilege, 82

Publish E-mail Templates miscellaneous privilege, 82

publishing customizations, 104–108

all entities, 106–107

announcements, 107

Microsoft CRM laptop clients for Outlook, 108

process, 105

select entities, 105–106

PublishReports.exe tool, batch transferring reports, 316