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