S

Sales button (wunderbar), 239

Sales Manager security role, 75

sales process management, workflow, 343–346

configuring sales processes, 345–346

sales processes, 344–345

sales stages, conditions, 346

Salesperson security role, 75

sample code

client-side SDK, 476–500

adding custom validation, 491–494

allowing multi-select lists, 488–490

changing picklist values, 482–485

formatting and translating U.S. phone numbers, 476–478

populating phone numbers in phone call activity, 497–500

referencing an external script file, 480–482

saving IFrame forms, 495–497

setting default phone call subjects, 485–487

external Web site integration, 507–515

server-side SDK, 420–444

creating an auto number field, 421–425

data auditing, 429–439

field validation, 425–429

project records, 439–444

retrieving assigned user roles, 420

Sample Data Wizard, xiii

sample workflow, 359–369

creating business process for new leads, 359

creating e-mail rules, 365–366

creating the create rule, 368

creating the rule (leads), 359

escalating logic rules, 366–367

escalating overdue cases, 363–365

follow-up steps, 361–362

phone call actions, 361

sending response for Web site leads, 359–360

Save and Close button, 173

Saved Views (system-defined view), 182

Schedule Manager security role, 75

scheduled e-mail reports, authoring Reporting Services reports, 301–304

Scheduler security role, 75

scheduling reports for e-mail delivery, authoring Reporting Services reports, 300

Schema name attribute property, 121

schemas

names, adding custom attributes, 129–130

properties, form fields, 160

scripting, client-side SDK, 448–449, 454–463, 474–476

development environment, 474

languages, 474

resources, 475–476

scripting sample, 456–463

testing and debugging, 475

Scrolling property, IFrames, 168

SDK (Software Development Kit), 12

client-side, 447–502

available events, 451–453

definitions, 448

IFrames and scripting, 454–463

ISV.config file, 463–474

overview, 448

referencing CRM elements, 449–451

sample code, 476–500

scripting, 448–449, 474–476

mass mailing application, 62–63

server-side, 373–445

APIs, 373–374

architecture, 375–377

callouts, 394–397

CrmService Web service, 377–386

development environment, 408–419

Help File, 374

Metadata Web service, 387–389

queries, 389–393

sample code, 420–444

vs. version 1.2 SDK, 376

workflow plug-in assemblies, 397–407

SDKReadme.htm file, 374

Search Availability miscellaneous privilege, 84

sections, forms customization, 144, 154–156

security, 65–92

business units, 75–85

client-side SDK IFrames, 454–456

concepts, 68–72

entity customization, 102–104

field-level security, 85–92

goals, 65

Integrated Windows Authentication, 70–72

Internet Explorer settings, modifications, 70

licenses, 73–74

mapping needs, 66–68

pop-up blockers, 72–73

report management, 311

roles, 8, 75–85

access levels, 77–80

definitions, 76–77

privileges, 80–85

users, 73–74

workflow rules, 325–328

Security property, IFrames, 167

Security Settings dialog box, 71

Select Value dialog box, 348–349

Send E-mail action (workflow), 337

Send E-mail as Another User miscellaneous privilege, 83

Send E-mail dialog box, 337

sending direct e-mail, 32–34

server assembly impersonation, 416

server licenses, 13

Server Programming Guide, 374

server-side integration, 22

server-side SDK, 373–445

APIs, 373–374

architecture, 375–377

callouts, 394–397

available events, 394

configuration file, 395–396

deployment, 396–397

development, 396

CrmService Web service, 377–386

adding reference to projects, 378–379

attributes, 386

creating Web application projects, 380–381

DynamicEntity class, 385–386

Execute method, 383

location, 378

methods, 380–381

Request and Response classes, 383–385

retrieving Lead records, 381–382

service naming conventions, 379

development environment, 408–419

coding and testing tips, 411–419

configuring multiple installations, 408–409

WSDL references, 409–410

Help File, 374

Metadata Web service, 387–389

adding Web reference to projects, 387–388

methods, 387–388

retrieving metadata information, 388–389

queries, 389–393

FetchXML, 392–393

filtered views, 393

QueryExpression class, 389–392

sample code, 420–444

creating an auto number field, 421–425

data auditing, 429–439

field validation, 425–429

project records, 439–444

retrieving assigned user roles, 420

vs. version 1.2 SDK, 376

workflow plug-in assemblies, 397–407

assembly deployment, 399

configuration file, 398–399

custom assembly development, 397

digitally signing assemblies, 399

Incident Workflow class, 400

workflow assembly, 400

servers, system requirements, xv

Service button (wunderbar), 239

Set Default command (More Actions menu), 170

Set Personal Options dialog box, 248

Settings button (wunderbar), 239

Share action (entity privileges), 81, 205

Share View dialog box, 173

shared records, field-level security, 89–90

inheritance, 91–92

teams, 90–91

SharePoint Services, document libraries integration, 535, 535–536

SharePoint services, integration, dashboards, 517–533

Sharing command (Actions menu), 89

sharing personal e-mail templates, 38

Simulate Form Save button, 146

site maps (entity customization), 22, 238–254, 238–254

editing tips, 252–254

exporting, 109

sitemap.xml file, 242–254

SiteMap element (sitemap.xml file), 243–245

sitemap.xml file, 242–254

Area element, 245–246

Group element, 247–249

Privilege element, 251–252

SiteMap element, 243–245

SubArea element, 249–251

Small Business Edition

vs. Professional Edition, 12

server licenses, 14

user licenses, 14

Small Business Server, 12

Small Business Server 2003 Premium Edition, 12

software design goals, 6–10

Software Development Kit (SDK), 12, 62–63

software licenses, 14

software updates, 14

solicited messages, E-Mail Router, 53

specifications, entity icons, 229

SQL Agent service, 300

SQL Server Reporting Services, 61–62, 258, 273–304

architecture, 274–275

licensing and installation, 275

Reporting Services reports, 275–304

authoring, 284–304

entity form, 277–279

Entity list, 276–277

reports list, 276

running reports, 279–284

staging, 408

standardization of business processes. See workflow

state data type, 123

static exports, dynamic Excel files, 261–262

static worksheets, Excel reporting and analysis, 265–266

status data type, 123

status reason values, entities, 328–329

status values, entities, 328–329

Stop action (workflow), 341–342

Sub-Category data fields, activities customization, 197

SubArea element (sitemap.xml file), 249–251

subareas, My Work group, 239–240

Subject attribute

e-mail templates, 36

templates, 36

Subjects feature, 41–42

subprocesses, infinite loops, 341

Summary option (Process tab, View list), 354

Sync to Outlook miscellaneous privilege, 83

System Administrator, 102

System Administrator security role, 75

system attributes

allowed customizations, 100

custom and customizable entities, 100

System Customizer, 102–104

System Customizer security role, 75

system entities, 99

attributes, 120–138

adding custom attributes, 128–132

closing dialogs, 134–138

data types, 122–123

deleting, 132–133

modifications, 127–128

properties, 121–122

requirement levels, 123–124

review of current schema, 124–127

custom, 99

customizable, 99

non-customizable, 99

system messages, renaming entities, 117–119

system requirements, xv

clients, xv

product Web site, xiii

servers, xv

system setup, 25–63

Announcements feature, 43–44

Campaign and Quick Campaign features, 62

E-mail Router, 51–57

mail merge feature, 57–61

mass mailing application, 62–63

Queue feature, 48–51

Relationship Roles feature, 44–48

SQL Server Reporting Services, 61–62

Subjects feature, 41–42

templates, 27–41

Article templates, 29–30

Contract templates, 27–29

e-mail templates, 31–41

system views, 174–182

Advanced Find View, 176–177

Associated View, 175–176

Lookup View, 178–180

Preview, 181–182

Quick Find View, 180

Saved Views, 182

systemuserid identifier, 414