Working with Microsoft DynamicsTM CRM 4.0.
Get a practical introduction to Microsoft Dynamics CRM-now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and can be deli...
| Autor principal: | |
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| Otros Autores: | |
| Formato: | Libro electrónico |
| Idioma: | Inglés |
| Publicado: |
Sebastopol :
Microsoft Press
2008.
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| Edición: | 2nd ed |
| Materias: | |
| Ver en Biblioteca Universitat Ramon Llull: | https://discovery.url.edu/permalink/34CSUC_URL/1im36ta/alma991009627565706719 |
Tabla de Contenidos:
- Cover; Copyright Page; Table of Contents; Foreword; Acknowledgments; Mike Snyder's Acknowledgments; Jim Steger's Acknowledgments; Introduction; Who Is This Book For?; Organization of This Book; Prerelease Software; Microsoft Dynamics CRM Live; System Requirements; Client; Server; Code Samples; Find Additional Content Online; Support for This Book; Questions and Comments; Part I: Overview and Setup; Chapter 1: Microsoft Dynamics CRM 4.0 Overview; Life Without Customer Relationship Management; Introducing Microsoft Dynamics CRM; Software Design Goals; Deployment Options and Editions; Licensing
- Front Office vs. Back OfficeSystem Requirements; Core Concepts and Terminology; User Interfaces; Entities; Microsoft Dynamics CRM Customizations; Summary; Chapter 2: Setup and Common Tasks; Microsoft Dynamics CRM for Outlook; Standard vs. Offline Client; Integration Points; Data Synchronization; E-Mail in Microsoft Dynamics CRM; E-Mail Tracking; E-Mail Templates; Creating and Sending Mass E-Mail Messages; Mail Merge; Data Management; Import Data Wizard; Data Migration Manager; Duplicate Detection; Queues; Summary; Chapter 3: Managing Security and Information Access; Mapping Your Needs
- Security ConceptsSecurity Model Concepts; User Authentication; Managing Users; Reassigning User Records; Monitoring License Usage for Compliance; Security Roles and Business Units; Security Role Definitions; Access Levels; Privileges; Security Role Inheritance; Sharing Records; Summary; Part II: Customization; Chapter 4: Entity Customization: Concepts and Attributes; Customization Concepts; Entities and Attributes; Security and Permissions; Publishing Customizations; Importing and Exporting Customizations; Renaming Entities; Attributes; Attribute Properties; Data Types; Requirement Levels
- Reviewing the Current SchemaModifying, Adding, and Deleting Attributes; Attributes and Closing Dialog Boxes; Summary; Chapter 5: Entity Customization: Forms and Views; Customizing Forms; Common Tasks; Form Preview; Form Properties; Form Customization Example; Sections; Fields; IFrames; Customizing Views; View Types; Customizing Views; Customizing Activities; Activity Views; Activity Attributes and Forms; Summary; Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map; Understanding Entity Relationships; Relationship Definition; Relationship Attribute
- Relationship NavigationRelationship Behavior; Entity Mapping; Creating Custom Relationships; Adding Multiple User References per Account; Creating Parent and Child Cases; Creating Custom Entities; Custom Entity Benefits; Custom Entity Limitations; Custom Entity Example; Ownership; Entity Icons; Creating a Custom Entity; Deleting a Custom Entity; Application Navigation; Site Map; Entity Display Areas; Summary; Chapter 7: Reporting and Analysis; Reporting and Analysis Tools; Entity Views and Advanced Find; Dynamic Excel Files; Static vs. Dynamic Exports; Exporting
- Accessing Reports with Microsoft Dynamics CRM
