R


Read action (entity privileges), 81

Read-Only Form (form preview), 146

redirect pages, document libraries integration, 539–540

references, 547

assemblies, 414

CRM elements, client-side SDK, 449–451

e-mail templates, workflow rules, 31

referential behaviors (relationships), 207

restrict delete behavior, 207–208

Referred Deal sample custom view, 188–190

refreshing external data, dynamic Excel files, 262–264

registry

editing, 418

values, 417

Related Record Types property, editing, 315

related relationships, 202

Relationship Roles feature, 44–48

Configuration Wizard, 48

custom, 46

relationships, 199–215

behavior

configuration options, 208–210

parental, 205–206

referential, 207–208

creating custom entities, 220–227

data relationship, 201–204

editor, 200–201

entity mapping, 210–217

Lead entity, 200

ownership, determination by cascading behavior, 210

parameters, 199–200

relationship behavior, 205–210

roles, exporting, 109

remote workers, challenges to CRM strategy, 4

Remove tool (Common Tasks)

forms customization, 145

views customization, 184

renaming entities, 103–120

online Help files, 120

system messages, 117–119

Reparent action, relationship behaviors influence on, 205

Report Designer add-in installation, authoring Reporting Services reports, 285–286

Report Manager, authoring Reporting Services reports, 298–299

Report Scheduling Wizard, 299

Report Type property, editing, 315

Report Writer's Guide, 374

Report.config file, 304–305

reporting and analysis, 257–320

custom reports, 22, 305–310

accessing custom external reports, 309–310

adding external reports to Microsoft CRM, 308–309

external reports, 306–308

dynamic Excel files, 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

Entity views and Advanced Find feature, 258

filtered views, 258, 272–273

formatting reports, 317–318

general tips, 318–319

performance tips, 319

report management, 310–317

administration tasks, 310–311

categories, 311–313

Reports List, 313–317

security, 311

SQL Server Reporting Services, 258, 273–304

architecture, 274–275

licensing and installation, 275

Reporting Services reports, 275–304

third-party tools, 258, 304–305

reporting parameters, 295

Reporting Services Help, 301

Reporting Services reports, 275–304

authoring, 284–304

configuring e-mail server, 300–301

contextual reports, 296

creating reports, 293, 293–295

editing reports, 286–287

execution settings, 299

modifying Account Overview report, 287–292

pre-filters, 296, 297–298

Report Designer add-in installation, 285–286

Report Manager, 298–299

reporting parameters, 295

scheduling e-mail reports, 300, 301–304

tools, 285

entity form, 277–279

Entity list, 276–277

reports list, 276

running reports, 279–284

export options, 282–283

report pre-filtering, 279–281

results navigation, 281–282

reports list, 276, 313–317

downloading report files, 314

downloading reports, 313

editing default filter, 315–316

editing report properties, 314–315

Request class, CrmService Web service, 383–385, 383–385

Requirement level attribute property, 121

requirement levels, attributes, 123–124

resources, client-side SDK scripting, 475–476

Restricted Access Mode check box, 74

Restricted Access Mode users, workflow rules, 327

Resume action (Workflow Monitor maintenance action), 354

Retrieve method, 380

RetrieveAttributeMetadata method, 387

RetrieveEntityMetadata method, 387

RetrieveMetadata method, 387

RetrieveMultiple method, 380

Retry action (Workflow Monitor), 355

Return Data to Microsoft Office Excel command (File menu), 270

rigid systems, challenges to CRM strategy, 4

roles, security, 8, 68–69, 75–85

access levels, 77–80

definitions, 76–77

inheritance, 87–89

privileges, 80–85

routers (E-mail Router), 51–57

inbound messages, 52–54

outbound messages, 54–55

tracking tokens, 56–57

Row Layout property, IFrames, 167

Rule Deployment Wizard, 52

rules, workflow

running in user interface, 322–324

sales process, 324

security, 325–328

Run Subprocess action (workflow), 340–341




Working with Microsoft Dynamics CRM 3.0
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120

flylib.com © 2008-2017.
If you may any questions please contact us: flylib@qtcs.net