An edition of Microsoft Dynamics CRM 2013 unleashed
(2014)
Microsoft Dynamics CRM 2013 unleashed
by Marc J. Wolenik
Share
×Close
This edition doesn't have a description yet. Can you add one?
Check nearby libraries
Buy this book
| Edition | Availability |
|---|---|
1
|
aaaa
|
Book Details
Table of Contents
1.How This Book Is Arranged
Introduction
Online Versus On-Premise
Updates/Release Cadence
On-Premise Updates
Online Updates
Summary
2.New Features of Microsoft Dynamics CRM 2013
User Interface (UI)
Command Bar Versus Ribbon Bar
Navigation Bar Versus Navigation Pane
Bing Map Integration
Flow Interface
Autosave
Business Process Flows (BPFs)
"Ready-to-Use" BPFs
Native Image Saving Options
Portable Business Logic (PBL)
-Business Rules
Additional Improvements and Features in Dynamics CRM 2013
New Forms
Mobility
Reporting Improvements
New Licensing Options
Outlook and Exchange Sync (Server-Side Synchronization)
Volume Shadow Service (VSS) Support (On-Premise Only)
New Server Roles
Microsoft Dynamics CRM 2013 Best Practices Analyzer (BPA) (On-Premise Only)
SQL Table Management as Part of the Upgrade (On-Premise Only)
Data Encryption Option
Multibrowser Support
Contents note continued: MarketingPilot
Social Interaction and Communication Tools
Netbreeze
Yammer
Skype
Deprecated Features
Read-Optimized Forms
Get Started Pane
Workplace
Programmatic Changes
Duplicate-Detection on Create and Update
Summary
3.xRM Explained
What Is xRM?
Three Types of xRM Scenarios
Examples of xRM Solutions
Example One Drug Lab Testing
Example Two Animal Research Lab
Example Three Law Enforcement Management
Example Four Agile Project Management
Example Five Airline Grievance Tracking
Why Use Microsoft Dynamics CRM for xRM Application Development?
Benefits of xRM
Challenges with xRM
Licensing Considerations
Customization in the Wild
Summary
4.CRM Online
Overview of Microsoft Dynamics CRM 2013 Online
Why Use Microsoft Dynamics CRM 2013 Online?
The Microsoft Dynamics CRM 2013 Online Experience
Update Schedule
Microsoft-Data Centers
Global Data Centers
Contents note continued: Regional Data Redundancy
Data Center Redundancy
Privacy and Certifications
Privacy
Certifications
Understanding the Microsoft Dynamics CRM 2013 Licensing Options
License Options Explained
Online Add-On Features
New License Paradigm
Signing Up for CRM 2013 Online
CRM Online Provisioning Process
Adding and Setting Up Additional Users
Managing Users
Bulk Adding Users
Managing Your Subscription
Checking System Health Status
Adding a Production or Development Instance
Summary
5.Navigation
How to Navigate
Most Recently Used (MRU)
Saving Your Data
Common Functions
Advanced Find
Import/Export Data
Other Common Functions
Ribbons in Outlook
Summary
6.Working with Customers
Accounts
Required Fields for Accounts
Additional Fields for Account Records
Top Menu Options for Accounts
Contacts Associated with Accounts
Contacts
Required Fields for Contacts
Contents note continued: Additional Fields for Contact Records
General Information for Either Accounts on Contacts
Account and Contact Reports
More Addresses
Activities
Common, Closed Activities
Connections
Documents
Audit History
Processes, Workflows, and Dialog Sessions
Summary
7.System Personalization
Setting Personal Options
General Options for Both Web and Outlook Clients
Synchronization
Dashboards
Activities
Quick Create
Adding a New Activity Directly to a Record
Working with Activities
Properties to Consider
Task Activities
Fax Activities
Phone Call Activities
Email Activities
Letter Activities
Appointment Activities
Scheduling Recurring Appointments
Service Activities
Campaign Response Activity
Custom Activities
Calendar
Importing Data
Exporting Data
Duplicate Detection
Articles
What's New Interface
Summary
8.Working with Sales
Flow Interface for Sales
Contents note continued: Lead to Opportunity Flow Example
Leads
Working with New Leads
Converting Leads
Opportunities
Creating a New Opportunity
Add Products to an Opportunity
Closing Opportunities
Competitors
Products
Quotes, Orders, and Invoices
Working with Quotes
Draft Status
Orders
Invoices
Goals, Goal Metrics, and Rollup Queries
Define Goal Metrics
Create New Goal
Set Goal Criteria
Summary
9.Working with Marketing
Marketing Lists
Use Lookup to Add Members
Use Advanced Find to Add Members
Use Advanced Find to Remove Members
Use Advanced Find to Evaluate Members
Other Marketing List Features
Campaigns
Working with New Campaigns and Campaign Templates
Adding Campaign Activities
Campaign Responses
Sales Literature
Quick Campaigns
Creating Quick Campaigns
Status of Quick Campaigns
Summary
10.Working with Service
Understanding Service and Service Activities
Contents note continued: Services
Service Calendar
Service Activity
Managing Users' Working Time
Appointments
Cases
Add Related Activities
Delete Case
Resolve Case
Cancel Case
Reports
Articles
Subjects
Submitting an Article
Approving an Article
Rejecting an Article
Reports
Articles Security
Contracts
Summary
11.Reporting and Dashboards
Reporting
Report Filters
Categories
Administration
Report Wizard
Scheduled Reports
On Demand
On a Schedule
Exporting
Advanced Features
Fetch-Based Reports
Requirements
Left Outer Joins
Charts and Dashboards
Working with Charts
Visualizations
Dashboards
Introduction to SSRS
Custom Reports
When Are Custom Reports Recommended?
Installing CRM 2013 Report Authoring Extensions
Building Custom Reports with SSRS
Developing and Testing Reports in Visual Studio
Filtered Views
Deployment
Reports Parameters
Contents note continued: Building Custom Reports with ASP.NET
Custom Reports with ASP.NET Deployment
Summary
12.Settings
Components of a Good Implementation
Business Management
Fiscal Year Settings
Goal Metrics
Business Closures
Facilities/Equipment
Queues
Resource Groups
Salespeople with Quotas
Sales Territories
Services
Sites
Subjects
Currencies
Connection Roles
Relationship Roles
Templates
Mail Merge Templates
Product Catalog
System Administration
Administration
Announcements
Auto-Numbering
Business Units
System Settings
Security Roles
Field Security Profiles
Teams
Users
Languages
Privacy Preferences
Subscription Management (CRM Online Only)
Resources in Use (CRM Online Only)
Product Updates (Partner Hosted or On-Premise Only)
Yammer Configuration
Settings Top Navigation Options
Summary
13.Advanced Views and Connections
Views
Contents note continued: Create a Personal View
Modify the System Views
Connections
Summary
14.Filtered Lookups
Availability of Filtered Lookups
Summary
15.Client Configuration Options
Browser/Web Client
Microsoft Dynamics CRM 2013 for Outlook
Requirements
Client Setup
Client Installation
Client Configuration
Advanced Configuration
Previous Version Compatibility
Summary
16.Email Configuration
Server-Side Synchronization
Configure Server-Side Synchronization
Migrate Email Router Data
Microsoft Dynamics CRM for Outlook
Email Router
Configuring the Email Services
Install the Email Router and the Rule Deployment Wizard
Install the Email Router on Multiple Computers
Email Router Configuration Manager and Configuration Profiles
Authentication Types
Access Credentials
Configuring Email Routing for Multiple Configurations and Deployments
Configuring the CRM Email Router
Contents note continued: Creating the Incoming Profile
Deployments
User, Queues, and Forward Mailboxes
Forward Mailboxes
Tracking Incoming Emails
Queues
Rule Deployment Wizard
Create the Rule Manually
Summary
17.Mobility
Tablets
Windows 8 Installation
Customizing Options and Features
Form Fields
Entities Enabled for CRM Tablets
Sales Dashboard
Navigation Bar
Command Bar
Simple Lists
Stakeholder and Sales Team Lists
Business Process Flows
Multi-Entity Quick Find/Search
Offline Access/Usage
Auto-Save
Images
Server-Side Extensibility
Mobile Phones
Dynamics CRM Mobile Apps
Dynamics CRM on a Phone's Web Browser
Required Privileges
CRM for Phones Privilege Enable Entities for CRM Phones
Customizing and Features
Installing and Using the Dynamics CRM Mobile App on an iPhone
Summary
18.Solution Concepts
Solutions Explained
Working with Custom Solutions
Add Required Components
Contents note continued: Managed Properties
Plug-Ins
Best Practices When Working with Solutions
Exporting Solutions
Importing Solutions
Removing Solutions
Working with Multiple Solutions
Entity Forms Security
Migrating Customizations from Previous Versions
Third-Party and Marketplace Solutions
For ISVs
For Customers
Summary
19.CRM 2013 SharePoint Integration
SharePoint and Dynamics CRM 2013
Basic Integration
Installing the List Component
Standard Integration
SharePoint Configuration
CRM 2013 Configuration
Integration Features
Document Location Option
Record GUID in Folder Name
Extending the Integration
Entities
Configuration Message
Operations in SharePoint
Summary
20.Azure Extensions
Introduction to Azure
Service Bus Configurations
Creating a Windows Azure Service Bus Account with a Subscription
Getting the CRM 2013 Online Certificate
Registering a Service Bus Endpoint
Contents note continued: Creating a Listener Application
Updating Variables for the Main Method
Summary
21.Customizing Entities
Customization Principles
MS CRM Entity Model
Fields
Relationships
Messages
Basic Customizations
Form Customizations
View Customizations
Publishing Customizations
Menu and Ribbon Customizations
SiteMap
ISV.Config
Ribbons (Command Bar)
JavaScript Events
Event-Handling Tips and Tricks
Tips and Tricks When Working with Events
Exporting and Importing Entity Customizations
Working with the SDK
Summary
22.Process Development
Processes
Actions
Business Process Flows
Dialogs
Workflows
Creating Workflows in Windows Workflow Foundation with Visual Studio
No-Code Workflows
Custom Workflow Activities
Summary
23.Plug-Ins
Overview of Plug-Ins
Isolation
Modes
Stages
Deployment Types
When to Use a Plug-In
Plug-In Development
Adding References
Contents note continued: Plug-In Deployment
Install WIF Runtime
Enable WIF 3.5 Runtime
Integrate the Plug-In Registration Tool with Visual Studio 2012
Plug-In Registration
Plug-In Deregistration
Plug-In Debugging
Attaching the Debugger to the Host Process
Forcing the Add-In to Call the Debugger
Plug-In Profiler
IServiceProvider
IExecutionContext
IOrganizationService
Plug-In Samples
Summary
24.Web Services
Web Services Fundamentals
Windows Communication Foundation (WCF)
Representational State Transfer (REST)
JavaScript Object Notation (JSON)
Open Data Services
Discovery Web Service
Organization Service
Retrieve Method
RetrieveMultiple Method
Delete Method
Execute Method
Fetch Method
Update Method
Early Binding
Regular Operations for Early Binding
Metadata
Examples of Web Services
JavaScript
Modern SOAP Endpoints
ExecuteMultipleRequest
Summary
Contents note continued: 25.Advanced Solution Management
Solutions Explained
Managed Solutions
Unmanaged Solutions
Default Solution
Solution Layers
Team Development
SolutionPackager Tool
Summary
26.xRM (Extended) Deployments
Enhanced MS CRM Functionality with Custom ASP.NET Apps
Query String Parameters
IFRAME Customization Example
Custom ASP.NET Web Application Development
ASP.NET Web Application Deployment
Contact Entity Customization
Silverlight Web Resources
Creating a Silverlight Web Resource
Debug Silverlight Web Resources v
HTML Web Resources
Build HTML Web Resources Using Context Information
Summary
27.Forms Authentication
IFD Defined
Claims-Based Authentication
Configuring IFD
SSL Certificates
AD FS 2.0
AD FS 3.0
Configuring AD FS
Configuring Claims-Based Authentication on CRM
Add Relaying Party Trust on AD FS
Configuring the CRM Application for Internet-Facing Deployment
Contents note continued: Working with IFD and Multiple Organizations
DNS Server Configurations
Disabling IFD
Summary
28.Data Management with Dun & Bradstreet
Need for Quality Data
Impact of Poor Data
Data-Quality Challenges
Potential for Error
D&B360 for CRM
Ways to Use D&B360
Use D&B360 to Select Customers
Summary
29.Data Management with InsideVIew
Introduction to the Need for Social Insights
What Social Insights Does
Microsoft Dynamics CRM 2013 with Social Insights
Social Insights Agents
Search for a Company, Person, or News
Watchlists
Connections and Privacy
Record Sync
Additional Products Available
Inside View for Marketing
InsideView for Account Management
Summary
30.Marketing Automation with Marketo
Marketing Automation Explained
Changing Buyer Behaviors
New Software Delivery Model
Approach to Revenue Generation and Measurement
How Marketing Automation Differs from CRM
Contents note continued: Common Features in Marketing Automation
Investments and Costs
Introduction to Marketo
Marketo's Digital Marketing Platform
Marketing System of Record
Workflow Engine
Time-Series Analytics Engine
Extensible Architecture and Integration
Scalability and Security
Marketing Automation Using Marketo
Email Marketing
Engagement Engine
Lead Management
Multichannel Campaign Management
Marketing Financial Management
Marketing Analytics
Microsoft Dynamics CRM 2013 and Marketo
Summary
31.How to Get Support for Your System
Online Support
Basic Subscription Support
Enhanced Support
Professional Direct Support
Premier Support (for Large Accounts Only)
On-Premise Support
Pros and Cons of Manual Updates
Considerations When Installing Updates
Partner Support
Summary
32.On-Premise Requirements
Hardware and Software Considerations
Server
Windows Server Operating System
Contents note continued: Active Directory Modes
Internet Information Services
Database
Microsoft Dynamics CRM Reporting Extensions
SharePoint Integration
Email Router
Exchange Server
POP3/SMTP
Microsoft CRM Client for Browsers
Microsoft CRM Office Client for Outlook
Licensing
Single- Versus Multiple-Server Deployment
Single-Server Deployment
Multiple-Server Deployments
Setup Process
Microsoft Dynamics CRM Server.Setup
Additional Steps
Microsoft Dynamics CRM Clients
Upgrading from Earlier Versions
Setting Up Your Business in Microsoft Dynamics CRM 2013
Summary
33.MarketingPilot, NetBreeze, and Yammer
MarketingPilot
NetBreeze
Yammer
Using Yammer.com
Yammer and Dynamics CRM 2013
Working with Yammer in Dynamics CRM 2013
Summary.
Edition Notes
Includes index.
Classifications
The Physical Object
Edition Identifiers
Work Identifiers
Community Reviews (0)
Lists
History
- Created July 18, 2019
- 5 revisions
Wikipedia citation
×CloseCopy and paste this code into your Wikipedia page. Need help?
| December 10, 2022 | Edited by ImportBot | import existing book |
| November 18, 2022 | Edited by ImportBot | import existing book |
| September 21, 2020 | Edited by MARC Bot | import existing book |
| August 22, 2020 | Edited by ImportBot | import existing book |
| July 18, 2019 | Created by MARC Bot | Imported from marc_openlibraries_sanfranciscopubliclibrary MARC record |