C

calculations, maximum number of attributes, 101–102

Call Assembly action (workflow), 342–343

calling assemblies, workflow, 350–353

callout node, 395

callouts

server-side SDK, 394–397

available events, 394

configuration file, 395–396

deployment, 396–397

development, 396

vs. workflow, 407

Campaign and Quick Campaign features, 62

Cancel action (Workflow Monitor maintenance action), 354

Cancel and stop processing other rules option (Stop action), 342

Cancel option (Stop action), 342

cascading entity trees, 206

cascading rules, 209

cascading style sheets, 448

Case entity, 18

Categories property, editing, 315

categories, report management, 311–313

Category data fields, activities customization, 197

CDs, 90-day trial versions, xiii

CEO-Business Manager security role, 75

Change Properties tool (Common Tasks)

forms customization, 145

views customization, 184

Change Stage command (Actions menu), 344

Change Status action (workflow), 339

Change Status events (workflow), 328

check activities condition, 333

check conditions (workflow), 332–333

check entity condition, 332

Check Entity Condition dialog box, 360, 403

child entities (Activity entity), 191–192

Client Access Licenses, 13

Client Programming Guide, 374

client-side customization, 22

client-side SDK, 447–502

available events, 451–453

adding event code, 452

adding steps to field event, 453

customizing form events, 452

definitions, 448

IFrames, 454–463

dynamic URLs, 463

scripting sample, 456–463

security, 454–456

ISV.config files, 463–474

appointment book, 472

deployment, 472

enabling, 472–473

grid toolbar, 471

Menu bar, 466–468

navigation pane, 468–469

Toolbar node, 469–470

overview, 448

referencing CRM elements, 449–451

sample code, 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

scripting, 448–449, 474–476

development environment, 474

languages, 474

resources, 475–476

testing and debugging, 475

clients, system requirements, xv

Closed Case Acknowledgement e-mail template, 35

closing dialogs, attributes, 134–138

code samples, companion content page, xvi

coding, filtered views, 414–415

coding tips, server-side SDK development environment, 411–419

collisions, importing customizations, 113–114

Columns component (views), 169

Common Tasks tools

forms customization, 145

views customization, 183–184

companion content, xvii

companion content page, code samples, xvi

Complete and stop processing other rules option (Stop action), 342

Complete option (Stop action), 342

components

forms, 144

views, 168–169

concepts, entity customization, 97–101

entities and attributes, 98–101

importing and exporting customizations, 108–115

metadata architecture, 97–98

publishing customizations, 104–108

renaming entities, 103–120

security and permissions, 102–104

conditions

dynamic values, 350

nested, 332

sales stages, 346

workflow, 330–335

configuration file

server-side SDK callouts, 395–396

workflow plug-in assemblies (server-side SDK), 398–399

Configuration Wizard, predefined relationship roles, 48

Configure Sorting tool (Common Tasks), views customization, 183

conflicts, importing customizations, 112–114

Contact entity, 18

Content Editor Web Parts, Windows SharePoint services integration, 531–532

Context menu, Internet Explorer, 412

contextual reports, authoring Reporting Services reports, 296

Contract templates, 27–29

Coverage Dates allotment, 27

Number of Cases allotment, 27

Time allotment, 27

Copy Role command (More Actions menu), 75

Create action (entity privileges), 81

Create Activity action (workflow), 336

Create Activity dialog box, 336

Create Assembly Call dialog box, 351

Create events (workflow), 328

Create Form (form preview), 146

Create method, CrmService Web service, 380

Create Note action (workflow), 338

Create Note dialog box, 338

Create Rule From Template command (Actions menu), 325

CRM Address Book miscellaneous privilege, 82

CRM (customer relationship management), 3–5

CrmCalloutBase, 396

crmForm methods, 450

crmForm properties, 449

crmForm.all collection methods, 450

crmForm.all field collection properties, 450

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, 383–385

retrieving Lead records, 381–382

service naming conventions, 379

CSR Manager security role, 75

CSV (Comma Delimited), as format for report exports, 284

current schema, attributes, 124–127

custom assembly code listing, 368–369

custom assembly configuration settings listing, 369

custom attributes

adding, 128–132

allowed customizations, 100

custom and customizable entities, 100

custom entities

creating, 218–235

associated entities, 232

benefits, 218–219

display areas, 233

entity definition, 231–232

icons, 228–230

limitations, 219–220

offline availability, 232

ownership, 228

primary attribute, 233–234

relationships, 220–227

deleting, 234–235

custom reports, 22, 305–310

accessing custom external reports, 309–310

adding external reports to Microsoft CRM, 308–309

external reports, 306–308

custom system entities, 99

customer data, reporting and analysis tools, 257–320

dynamic Excel files, 258, 260–271

Entity views and Advanced Find feature, 258, 259–260

filtered views, 258, 272–273

SQL Server Reporting Services, 258, 273–304

third-party tools, 258, 304–305

customer management systems, challenges to CRM strategy, 4

customer relationship management (CRM), 3–5

Customer Service Representative security role, 75