Microsoft Dynamics CRM 2013 unleashed
By: Marc Wolenik
Series: Unleashed; Unleashed
Published: 2014
Language: eng
Number of pages: 1153
ISBN-13: 9780672337031
Subjects: Microsoft CRM; Management; Customer relations; Data processing; Management information systems
Other titles: Dynamics CRM 2013 unleashed
Notes: Includes index.
Table of contents: title: 1.How This Book Is Arranged; title: Introduction; title: Online Versus On-Premise; title: Updates/Release Cadence; title: On-Premise Updates; title: Online Updates; title: Summary; title: 2.New Features of Microsoft Dynamics CRM 2013; title: User Interface (UI); title: Command Bar Versus Ribbon Bar; title: Navigation Bar Versus Navigation Pane; title: Bing Map Integration; title: Flow Interface; title: Autosave; title: Business Process Flows (BPFs); title: "Ready-to-Use" BPFs; title: Native Image Saving Options; title: Portable Business Logic (PBL); title: -Business Rules; title: Additional Improvements and Features in Dynamics CRM 2013; title: New Forms; title: Mobility; title: Reporting Improvements; title: New Licensing Options; title: Outlook and Exchange Sync (Server-Side Synchronization); title: Volume Shadow Service (VSS) Support (On-Premise Only); title: New Server Roles; title: Microsoft Dynamics CRM 2013 Best Practices Analyzer (BPA) (On-Premise Only); title: SQL Table Management as Part of the Upgrade (On-Premise Only); title: Data Encryption Option; title: Multibrowser Support; title: Contents note continued: MarketingPilot; title: Social Interaction and Communication Tools; title: Netbreeze; title: Yammer; title: Skype; title: Deprecated Features; title: Read-Optimized Forms; title: Get Started Pane; title: Workplace; title: Programmatic Changes; title: Duplicate-Detection on Create and Update; title: Summary; title: 3.xRM Explained; title: What Is xRM?; title: Three Types of xRM Scenarios; title: Examples of xRM Solutions; title: Example One Drug Lab Testing; title: Example Two Animal Research Lab; title: Example Three Law Enforcement Management; title: Example Four Agile Project Management; title: Example Five Airline Grievance Tracking; title: Why Use Microsoft Dynamics CRM for xRM Application Development?; title: Benefits of xRM; title: Challenges with xRM; title: Licensing Considerations; title: Customization in the Wild; title: Summary; title: 4.CRM Online; title: Overview of Microsoft Dynamics CRM 2013 Online; title: Why Use Microsoft Dynamics CRM 2013 Online?; title: The Microsoft Dynamics CRM 2013 Online Experience; title: Update Schedule; title: Microsoft-Data Centers; title: Global Data Centers; title: Contents note continued: Regional Data Redundancy; title: Data Center Redundancy; title: Privacy and Certifications; title: Privacy; title: Certifications; title: Understanding the Microsoft Dynamics CRM 2013 Licensing Options; title: License Options Explained; title: Online Add-On Features; title: New License Paradigm; title: Signing Up for CRM 2013 Online; title: CRM Online Provisioning Process; title: Adding and Setting Up Additional Users; title: Managing Users; title: Bulk Adding Users; title: Managing Your Subscription; title: Checking System Health Status; title: Adding a Production or Development Instance; title: Summary; title: 5.Navigation; title: How to Navigate; title: Most Recently Used (MRU); title: Saving Your Data; title: Common Functions; title: Advanced Find; title: Import/Export Data; title: Other Common Functions; title: Ribbons in Outlook; title: Summary; title: 6.Working with Customers; title: Accounts; title: Required Fields for Accounts; title: Additional Fields for Account Records; title: Top Menu Options for Accounts; title: Contacts Associated with Accounts; title: Contacts; title: Required Fields for Contacts; title: Contents note continued: Additional Fields for Contact Records; title: General Information for Either Accounts on Contacts; title: Account and Contact Reports; title: More Addresses; title: Activities; title: Common, Closed Activities; title: Connections; title: Documents; title: Audit History; title: Processes, Workflows, and Dialog Sessions; title: Summary; title: 7.System Personalization; title: Setting Personal Options; title: General Options for Both Web and Outlook Clients; title: Synchronization; title: Dashboards; title: Activities; title: Quick Create; title: Adding a New Activity Directly to a Record; title: Working with Activities; title: Properties to Consider; title: Task Activities; title: Fax Activities; title: Phone Call Activities; title: Email Activities; title: Letter Activities; title: Appointment Activities; title: Scheduling Recurring Appointments; title: Service Activities; title: Campaign Response Activity; title: Custom Activities; title: Calendar; title: Importing Data; title: Exporting Data; title: Duplicate Detection; title: Articles; title: What's New Interface; title: Summary; title: 8.Working with Sales; title: Flow Interface for Sales; title: Contents note continued: Lead to Opportunity Flow Example; title: Leads; title: Working with New Leads; title: Converting Leads; title: Opportunities; title: Creating a New Opportunity; title: Add Products to an Opportunity; title: Closing Opportunities; title: Competitors; title: Products; title: Quotes, Orders, and Invoices; title: Working with Quotes; title: Draft Status; title: Orders; title: Invoices; title: Goals, Goal Metrics, and Rollup Queries; title: Define Goal Metrics; title: Create New Goal; title: Set Goal Criteria; title: Summary; title: 9.Working with Marketing; title: Marketing Lists; title: Use Lookup to Add Members; title: Use Advanced Find to Add Members; title: Use Advanced Find to Remove Members; title: Use Advanced Find to Evaluate Members; title: Other Marketing List Features; title: Campaigns; title: Working with New Campaigns and Campaign Templates; title: Adding Campaign Activities; title: Campaign Responses; title: Sales Literature; title: Quick Campaigns; title: Creating Quick Campaigns; title: Status of Quick Campaigns; title: Summary; title: 10.Working with Service; title: Understanding Service and Service Activities; title: Contents note continued: Services; title: Service Calendar; title: Service Activity; title: Managing Users' Working Time; title: Appointments; title: Cases; title: Add Related Activities; title: Delete Case; title: Resolve Case; title: Cancel Case; title: Reports; title: Articles; title: Subjects; title: Submitting an Article; title: Approving an Article; title: Rejecting an Article; title: Reports; title: Articles Security; title: Contracts; title: Summary; title: 11.Reporting and Dashboards; title: Reporting; title: Report Filters; title: Categories; title: Administration; title: Report Wizard; title: Scheduled Reports; title: On Demand; title: On a Schedule; title: Exporting; title: Advanced Features; title: Fetch-Based Reports; title: Requirements; title: Left Outer Joins; title: Charts and Dashboards; title: Working with Charts; title: Visualizations; title: Dashboards; title: Introduction to SSRS; title: Custom Reports; title: When Are Custom Reports Recommended?; title: Installing CRM 2013 Report Authoring Extensions; title: Building Custom Reports with SSRS; title: Developing and Testing Reports in Visual Studio; title: Filtered Views; title: Deployment; title: Reports Parameters; title: Contents note continued: Building Custom Reports with ASP.NET; title: Custom Reports with ASP.NET Deployment; title: Summary; title: 12.Settings; title: Components of a Good Implementation; title: Business Management; title: Fiscal Year Settings; title: Goal Metrics; title: Business Closures; title: Facilities/Equipment; title: Queues; title: Resource Groups; title: Salespeople with Quotas; title: Sales Territories; title: Services; title: Sites; title: Subjects; title: Currencies; title: Connection Roles; title: Relationship Roles; title: Templates; title: Mail Merge Templates; title: Product Catalog; title: System Administration; title: Administration; title: Announcements; title: Auto-Numbering; title: Business Units; title: System Settings; title: Security Roles; title: Field Security Profiles; title: Teams; title: Users; title: Languages; title: Privacy Preferences; title: Subscription Management (CRM Online Only); title: Resources in Use (CRM Online Only); title: Product Updates (Partner Hosted or On-Premise Only); title: Yammer Configuration; title: Settings Top Navigation Options; title: Summary; title: 13.Advanced Views and Connections; title: Views; title: Contents note continued: Create a Personal View; title: Modify the System Views; title: Connections; title: Summary; title: 14.Filtered Lookups; title: Availability of Filtered Lookups; title: Summary; title: 15.Client Configuration Options; title: Browser/Web Client; title: Microsoft Dynamics CRM 2013 for Outlook; title: Requirements; title: Client Setup; title: Client Installation; title: Client Configuration; title: Advanced Configuration; title: Previous Version Compatibility; title: Summary; title: 16.Email Configuration; title: Server-Side Synchronization; title: Configure Server-Side Synchronization; title: Migrate Email Router Data; title: Microsoft Dynamics CRM for Outlook; title: Email Router; title: Configuring the Email Services; title: Install the Email Router and the Rule Deployment Wizard; title: Install the Email Router on Multiple Computers; title: Email Router Configuration Manager and Configuration Profiles; title: Authentication Types; title: Access Credentials; title: Configuring Email Routing for Multiple Configurations and Deployments; title: Configuring the CRM Email Router; title: Contents note continued: Creating the Incoming Profile; title: Deployments; title: User, Queues, and Forward Mailboxes; title: Forward Mailboxes; title: Tracking Incoming Emails; title: Queues; title: Rule Deployment Wizard; title: Create the Rule Manually; title: Summary; title: 17.Mobility; title: Tablets; title: Windows 8 Installation; title: Customizing Options and Features; title: Form Fields; title: Entities Enabled for CRM Tablets; title: Sales Dashboard; title: Navigation Bar; title: Command Bar; title: Simple Lists; title: Stakeholder and Sales Team Lists; title: Business Process Flows; title: Multi-Entity Quick Find/Search; title: Offline Access/Usage; title: Auto-Save; title: Images; title: Server-Side Extensibility; title: Mobile Phones; title: Dynamics CRM Mobile Apps; title: Dynamics CRM on a Phone's Web Browser; title: Required Privileges; title: CRM for Phones Privilege Enable Entities for CRM Phones; title: Customizing and Features; title: Installing and Using the Dynamics CRM Mobile App on an iPhone; title: Summary; title: 18.Solution Concepts; title: Solutions Explained; title: Working with Custom Solutions; title: Add Required Components; title: Contents note continued: Managed Properties; title: Plug-Ins; title: Best Practices When Working with Solutions; title: Exporting Solutions; title: Importing Solutions; title: Removing Solutions; title: Working with Multiple Solutions; title: Entity Forms Security; title: Migrating Customizations from Previous Versions; title: Third-Party and Marketplace Solutions; title: For ISVs; title: For Customers; title: Summary; title: 19.CRM 2013 SharePoint Integration; title: SharePoint and Dynamics CRM 2013; title: Basic Integration; title: Installing the List Component; title: Standard Integration; title: SharePoint Configuration; title: CRM 2013 Configuration; title: Integration Features; title: Document Location Option; title: Record GUID in Folder Name; title: Extending the Integration; title: Entities; title: Configuration Message; title: Operations in SharePoint; title: Summary; title: 20.Azure Extensions; title: Introduction to Azure; title: Service Bus Configurations; title: Creating a Windows Azure Service Bus Account with a Subscription; title: Getting the CRM 2013 Online Certificate; title: Registering a Service Bus Endpoint; title: Contents note continued: Creating a Listener Application; title: Updating Variables for the Main Method; title: Summary; title: 21.Customizing Entities; title: Customization Principles; title: MS CRM Entity Model; title: Fields; title: Relationships; title: Messages; title: Basic Customizations; title: Form Customizations; title: View Customizations; title: Publishing Customizations; title: Menu and Ribbon Customizations; title: SiteMap; title: ISV.Config; title: Ribbons (Command Bar); title: JavaScript Events; title: Event-Handling Tips and Tricks; title: Tips and Tricks When Working with Events; title: Exporting and Importing Entity Customizations; title: Working with the SDK; title: Summary; title: 22.Process Development; title: Processes; title: Actions; title: Business Process Flows; title: Dialogs; title: Workflows; title: Creating Workflows in Windows Workflow Foundation with Visual Studio; title: No-Code Workflows; title: Custom Workflow Activities; title: Summary; title: 23.Plug-Ins; title: Overview of Plug-Ins; title: Isolation; title: Modes; title: Stages; title: Deployment Types; title: When to Use a Plug-In; title: Plug-In Development; title: Adding References; title: Contents note continued: Plug-In Deployment; title: Install WIF Runtime; title: Enable WIF 3.5 Runtime; title: Integrate the Plug-In Registration Tool with Visual Studio 2012; title: Plug-In Registration; title: Plug-In Deregistration; title: Plug-In Debugging; title: Attaching the Debugger to the Host Process; title: Forcing the Add-In to Call the Debugger; title: Plug-In Profiler; title: IServiceProvider; title: IExecutionContext; title: IOrganizationService; title: Plug-In Samples; title: Summary; title: 24.Web Services; title: Web Services Fundamentals; title: Windows Communication Foundation (WCF); title: Representational State Transfer (REST); title: JavaScript Object Notation (JSON); title: Open Data Services; title: Discovery Web Service; title: Organization Service; title: Retrieve Method; title: RetrieveMultiple Method; title: Delete Method; title: Execute Method; title: Fetch Method; title: Update Method; title: Early Binding; title: Regular Operations for Early Binding; title: Metadata; title: Examples of Web Services; title: JavaScript; title: Modern SOAP Endpoints; title: ExecuteMultipleRequest; title: Summary; title: Contents note continued: 25.Advanced Solution Management; title: Solutions Explained; title: Managed Solutions; title: Unmanaged Solutions; title: Default Solution; title: Solution Layers; title: Team Development; title: SolutionPackager Tool; title: Summary; title: 26.xRM (Extended) Deployments; title: Enhanced MS CRM Functionality with Custom ASP.NET Apps; title: Query String Parameters; title: IFRAME Customization Example; title: Custom ASP.NET Web Application Development; title: ASP.NET Web Application Deployment; title: Contact Entity Customization; title: Silverlight Web Resources; title: Creating a Silverlight Web Resource; title: Debug Silverlight Web Resources v; title: HTML Web Resources; title: Build HTML Web Resources Using Context Information; title: Summary; title: 27.Forms Authentication; title: IFD Defined; title: Claims-Based Authentication; title: Configuring IFD; title: SSL Certificates; title: AD FS 2.0; title: AD FS 3.0; title: Configuring AD FS; title: Configuring Claims-Based Authentication on CRM; title: Add Relaying Party Trust on AD FS; title: Configuring the CRM Application for Internet-Facing Deployment; title: Contents note continued: Working with IFD and Multiple Organizations; title: DNS Server Configurations; title: Disabling IFD; title: Summary; title: 28.Data Management with Dun & Bradstreet; title: Need for Quality Data; title: Impact of Poor Data; title: Data-Quality Challenges; title: Potential for Error; title: D&B360 for CRM; title: Ways to Use D&B360; title: Use D&B360 to Select Customers; title: Summary; title: 29.Data Management with InsideVIew; title: Introduction to the Need for Social Insights; title: What Social Insights Does; title: Microsoft Dynamics CRM 2013 with Social Insights; title: Social Insights Agents; title: Search for a Company, Person, or News; title: Watchlists; title: Connections and Privacy; title: Record Sync; title: Additional Products Available; title: Inside View for Marketing; title: InsideView for Account Management; title: Summary; title: 30.Marketing Automation with Marketo; title: Marketing Automation Explained; title: Changing Buyer Behaviors; title: New Software Delivery Model; title: Approach to Revenue Generation and Measurement; title: How Marketing Automation Differs from CRM; title: Contents note continued: Common Features in Marketing Automation; title: Investments and Costs; title: Introduction to Marketo; title: Marketo's Digital Marketing Platform; title: Marketing System of Record; title: Workflow Engine; title: Time-Series Analytics Engine; title: Extensible Architecture and Integration; title: Scalability and Security; title: Marketing Automation Using Marketo; title: Email Marketing; title: Engagement Engine; title: Lead Management; title: Multichannel Campaign Management; title: Marketing Financial Management; title: Marketing Analytics; title: Microsoft Dynamics CRM 2013 and Marketo; title: Summary; title: 31.How to Get Support for Your System; title: Online Support; title: Basic Subscription Support; title: Enhanced Support; title: Professional Direct Support; title: Premier Support (for Large Accounts Only); title: On-Premise Support; title: Pros and Cons of Manual Updates; title: Considerations When Installing Updates; title: Partner Support; title: Summary; title: 32.On-Premise Requirements; title: Hardware and Software Considerations; title: Server; title: Windows Server Operating System; title: Contents note continued: Active Directory Modes; title: Internet Information Services; title: Database; title: Microsoft Dynamics CRM Reporting Extensions; title: SharePoint Integration; title: Email Router; title: Exchange Server; title: POP3/SMTP; title: Microsoft CRM Client for Browsers; title: Microsoft CRM Office Client for Outlook; title: Licensing; title: Single- Versus Multiple-Server Deployment; title: Single-Server Deployment; title: Multiple-Server Deployments; title: Setup Process; title: Microsoft Dynamics CRM Server.Setup; title: Additional Steps; title: Microsoft Dynamics CRM Clients; title: Upgrading from Earlier Versions; title: Setting Up Your Business in Microsoft Dynamics CRM 2013; title: Summary; title: 33.MarketingPilot, NetBreeze, and Yammer; title: MarketingPilot; title: NetBreeze; title: Yammer; title: Using Yammer.com; title: Yammer and Dynamics CRM 2013; title: Working with Yammer in Dynamics CRM 2013; title: Summary.