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Working with Microsoft Dynamics(TM) CRM 3.0
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120
Authors:
Mike Snyder
,
Jim Steger
BUY ON AMAZON
Table of Contents
Back Cover
Working with Microsoft Dynamics CRM 3.0
Foreword
Introduction
Organization of This Book
Prerelease Software
System Requirements
Technology Updates
Code Samples
Creating a Virtual Web in IIS
Support for This Book
Part I: Configuration and Settings
Chapter 1: Microsoft Dynamics CRM 3.0 Overview
Introducing Microsoft CRM
Core Concepts and Terminology
Summary
Chapter 2: Setting Up Your System
Templates
Subjects
Announcements
Relationship Roles
Queues
E-Mail Tracking
Mail Merge and Mass Mailings
Summary
Chapter 3: Managing Security and Information Access
Mapping Your Needs
Security Concepts
Users and Licenses
Security Roles and Business Units
Summary
Part II: Customization
Chapter 4: Entity Customization: Concepts and Attributes
Customization Concepts
Attributes
Summary
Chapter 5: Entity Customization: Forms and Views
Customizing Views
Customizing Activities
Summary
Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map
Understanding Entity Relationships
Creating Custom Entities
Application Navigation
Summary
Chapter 7: Reporting and Analysis
Reporting and Analysis Tools
Entity Views and Advanced Find
Dynamic Excel Files
Filtered Views
SQL Server Reporting Services
Third-Party Reporting Tools
Custom Reporting
Managing Reports with Microsoft CRM
Report Formatting
Tips
Summary
Chapter 8: Workflow
Overview
Events
Workflow Conditions
Workflow Actions
Sales Process Management
Dynamic Values in Workflow
Calling Assemblies in Workflow
Workflow Monitor
ImportExport
Workflow Examples
Summary
Part III: Extending Microsoft Crm
Chapter 9: Server-Side SDK
Architecture
CrmService Web Service
MetadataService Web Service
Queries
Callouts
Workflow Plug-in Assemblies
Development Environment
Sample Code
Summary
Chapter 10: Client-Side SDK
Client-Side SDK Overview
IFrames and Scripting
ISV.config
CRM Client-Side Scripting Tips
Client-Side Code Examples
Summary
Chapter 11: Integration with External Applications
Integration with an External Web Site
Integration with Windows SharePoint Services
Summary
Index
B
C
D
E
F
G
H
I
J-K
L
M
N
O
P
Q
R
S
T
U
V
W
X-Z
List of Figures
List of Tables
List of Listings
List of Sidebars
Working with Microsoft Dynamics(TM) CRM 3.0
ISBN: 0735622590
EAN: 2147483647
Year: 2006
Pages: 120
Authors:
Mike Snyder
,
Jim Steger
BUY ON AMAZON
Beginners Guide to DarkBASIC Game Programming (Premier Press Game Development)
Welcome to DarkBASIC
Introduction to Computer Programming
Basic Commands, Variables, and Data Types
Characters, Strings, and Text Output
Appendix A Answers to the Chapter Quizzes
Java I/O
Input Streams
File Channels
Selection Keys
Pipe Channels
JFileChooser
Documenting Software Architectures: Views and Beyond
Elements, Relations, and Properties of the Module Viewtype
Discussion Questions
Discussion Questions
Overview
Siemens Four Views
SQL Hacks
Hack 22. Generate Quarterly Reports
Hack 63. Generate Rows Without Tables
Hack 65. Use Pessimistic Locking
Hack 89. Choose Any Three of Five
Hack 91. Export and Import Table Definitions
Data Structures and Algorithms in Java
Analyzing Recursive Algorithms
Strings and StringBuilders
Problems
Summary
B.1. Class Diagrams
Logistics and Retail Management: Emerging Issues and New Challenges in the Retail Supply Chain
Retail Logistics: Changes and Challenges
Relationships in the Supply Chain
Logistics in Tesco: Past, Present and Future
Temperature-Controlled Supply Chains
Enterprise Resource Planning (ERP) Systems: Issues in Implementation
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