wait activity condition, 334
wait entity condition, 334
wait for conditions (workflow), 333–334
wait for timer conditions (workflow), 334–335
Web Archive, as format for report exports, 284
Web-based customization tools, 8
Web clients, 16, 17–18
Web content zones (Internet Options dialog box), 71
Web pages, Microsoft Press Technology Updates, xvi
Web Parts
formatting, 527–528
Windows SharePoint services integration, 521–522
Web Parts and Components, Windows SharePoint services integration, 519–520
Web Services Description Language (WSDL), 376
Web sites
companion content, xvii
Microsoft CRM, 15
product Web site, system requirements, xiii
Web.config files, 415–416
wizards
deployment, 10
Report Scheduling Wizard, 299
Sample Data Wizard, xiii
Word, mail merge feature, 59–60
workflow, 321–369, 357–359
actions, 335–343
Assign Entity, 339–340
Call Assembly, 342–343
Change Status, 339
Create Activity, 336
Create Note, 338
Post URL, 340
Run Subprocess, 340–341
Send E-Mail, 337
Stop, 341–342
Update Entity, 338–339
assemblies
calling, 350–353
server-side SDK, 400
vs. callouts, 407
conditions, 330–335
dynamic values, 346–350
events, 328–330
Import/Export, 357–359
Export Workflow Wizard, 357
Import Workflow Wizard, 357–359
overview, 322
plug-in assemblies, server-side SDK, 397–407
assembly deployment, 399
configuration file, 398–399
custom assembly development, 397
digitally signing assemblies, 399
Incident Workflow class, 400
workflow assembly, 400
processes, 353
rules, 22
referencing e-mail templates, 31
running in user interface, 322–324
sales process, 324
security, 325–328
workflow process, 324
sales process management, 343–346
configuring sales processes, 345–346
sales processes, 344–345
samples, 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
utilities, 325
Workflow Monitor, 353–356
definitions, 353–354
Log tab, 356
Process tab, 354–355
Workflow Manager, 325
Workflow Monitor, 325, 353–356
definitions, 353–354
Log tab, 356
looping rules, subprocesses, 341
maintenance actions, 354
Process tab, 354–355
workplace activities, 193–195
Workplace button (wunderbar), 239
worksheets (dynamic), Excel reporting and analysis, 267–269
Write action (entity privileges), 81
WSDL (Web Services Description Language), 376, 409–410
wunderbar, 238–239