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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
Project Management JumpStart
Assessing Risk
Developing the Project Plan
Appendix A Answers to Review Questions
Appendix B Sample Project Management Forms
Appendix C Sample Project Management Checklists
Agile Project Management: Creating Innovative Products (2nd Edition)
Innovative Product Development
Deliver Customer Value
Agile Practices
Practice: Process and Practice Tailoring
Practice: Workload Management
Building Web Applications with UML (2nd Edition)
XML
Activities
UX Modeling with UML
Activities
UML to HTML
Professional Struts Applications: Building Web Sites with Struts ObjectRelational Bridge, Lucene, and Velocity (Experts Voice)
The Challenges of Web Application Development
Form Presentation and Validation with Struts
Building a Data Access Tier with ObjectRelationalBridge
Templates and Velocity
Creating a Search Engine with Lucene
Java Concurrency in Practice
Thread Confinement
Configuring ThreadPoolExecutor
Performance and Scalability
The Java Memory Model
Summary
Extending and Embedding PHP
PHP5 Objects
Interfaces
Cycles
Implementing Streams
Open Source Projects
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