Microsoft Dynamics CRM 2013 unleashed - Info and Reading Options

"Microsoft Dynamics CRM 2013 unleashed" Table Of Contents:

• 1- 1.How This Book Is Arranged
• 2- Introduction
• 3- Online Versus On-Premise
• 4- Updates/Release Cadence
• 5- On-Premise Updates
• 6- Online Updates
• 7- Summary
• 8- 2.New Features of Microsoft Dynamics CRM 2013
• 9- User Interface (UI)
• 10- Command Bar Versus Ribbon Bar
• 11- Navigation Bar Versus Navigation Pane
• 12- Bing Map Integration
• 13- Flow Interface
• 14- Autosave
• 15- Business Process Flows (BPFs)
• 16- "Ready-to-Use" BPFs
• 17- Native Image Saving Options
• 18- Portable Business Logic (PBL)
• 19- -Business Rules
• 20- Additional Improvements and Features in Dynamics CRM 2013
• 21- New Forms
• 22- Mobility
• 23- Reporting Improvements
• 24- New Licensing Options
• 25- Outlook and Exchange Sync (Server-Side Synchronization)
• 26- Volume Shadow Service (VSS) Support (On-Premise Only)
• 27- New Server Roles
• 28- Microsoft Dynamics CRM 2013 Best Practices Analyzer (BPA) (On-Premise Only)
• 29- SQL Table Management as Part of the Upgrade (On-Premise Only)
• 30- Data Encryption Option
• 31- Multibrowser Support
• 32- Contents note continued: MarketingPilot
• 33- Social Interaction and Communication Tools
• 34- Netbreeze
• 35- Yammer
• 36- Skype
• 37- Deprecated Features
• 38- Read-Optimized Forms
• 39- Get Started Pane
• 40- Workplace
• 41- Programmatic Changes
• 42- Duplicate-Detection on Create and Update
• 43- Summary
• 44- 3.xRM Explained
• 45- What Is xRM?
• 46- Three Types of xRM Scenarios
• 47- Examples of xRM Solutions
• 48- Example One Drug Lab Testing
• 49- Example Two Animal Research Lab
• 50- Example Three Law Enforcement Management
• 51- Example Four Agile Project Management
• 52- Example Five Airline Grievance Tracking
• 53- Why Use Microsoft Dynamics CRM for xRM Application Development?
• 54- Benefits of xRM
• 55- Challenges with xRM
• 56- Licensing Considerations
• 57- Customization in the Wild
• 58- Summary
• 59- 4.CRM Online
• 60- Overview of Microsoft Dynamics CRM 2013 Online
• 61- Why Use Microsoft Dynamics CRM 2013 Online?
• 62- The Microsoft Dynamics CRM 2013 Online Experience
• 63- Update Schedule
• 64- Microsoft-Data Centers
• 65- Global Data Centers
• 66- Contents note continued: Regional Data Redundancy
• 67- Data Center Redundancy
• 68- Privacy and Certifications
• 69- Privacy
• 70- Certifications
• 71- Understanding the Microsoft Dynamics CRM 2013 Licensing Options
• 72- License Options Explained
• 73- Online Add-On Features
• 74- New License Paradigm
• 75- Signing Up for CRM 2013 Online
• 76- CRM Online Provisioning Process
• 77- Adding and Setting Up Additional Users
• 78- Managing Users
• 79- Bulk Adding Users
• 80- Managing Your Subscription
• 81- Checking System Health Status
• 82- Adding a Production or Development Instance
• 83- Summary
• 84- 5.Navigation
• 85- How to Navigate
• 86- Most Recently Used (MRU)
• 87- Saving Your Data
• 88- Common Functions
• 89- Advanced Find
• 90- Import/Export Data
• 91- Other Common Functions
• 92- Ribbons in Outlook
• 93- Summary
• 94- 6.Working with Customers
• 95- Accounts
• 96- Required Fields for Accounts
• 97- Additional Fields for Account Records
• 98- Top Menu Options for Accounts
• 99- Contacts Associated with Accounts
• 100- Contacts
• 101- Required Fields for Contacts
• 102- Contents note continued: Additional Fields for Contact Records
• 103- General Information for Either Accounts on Contacts
• 104- Account and Contact Reports
• 105- More Addresses
• 106- Activities
• 107- Common, Closed Activities
• 108- Connections
• 109- Documents
• 110- Audit History
• 111- Processes, Workflows, and Dialog Sessions
• 112- Summary
• 113- 7.System Personalization
• 114- Setting Personal Options
• 115- General Options for Both Web and Outlook Clients
• 116- Synchronization
• 117- Dashboards
• 118- Activities
• 119- Quick Create
• 120- Adding a New Activity Directly to a Record
• 121- Working with Activities
• 122- Properties to Consider
• 123- Task Activities
• 124- Fax Activities
• 125- Phone Call Activities
• 126- Email Activities
• 127- Letter Activities
• 128- Appointment Activities
• 129- Scheduling Recurring Appointments
• 130- Service Activities
• 131- Campaign Response Activity
• 132- Custom Activities
• 133- Calendar
• 134- Importing Data
• 135- Exporting Data
• 136- Duplicate Detection
• 137- Articles
• 138- What's New Interface
• 139- Summary
• 140- 8.Working with Sales
• 141- Flow Interface for Sales
• 142- Contents note continued: Lead to Opportunity Flow Example
• 143- Leads
• 144- Working with New Leads
• 145- Converting Leads
• 146- Opportunities
• 147- Creating a New Opportunity
• 148- Add Products to an Opportunity
• 149- Closing Opportunities
• 150- Competitors
• 151- Products
• 152- Quotes, Orders, and Invoices
• 153- Working with Quotes
• 154- Draft Status
• 155- Orders
• 156- Invoices
• 157- Goals, Goal Metrics, and Rollup Queries
• 158- Define Goal Metrics
• 159- Create New Goal
• 160- Set Goal Criteria
• 161- Summary
• 162- 9.Working with Marketing
• 163- Marketing Lists
• 164- Use Lookup to Add Members
• 165- Use Advanced Find to Add Members
• 166- Use Advanced Find to Remove Members
• 167- Use Advanced Find to Evaluate Members
• 168- Other Marketing List Features
• 169- Campaigns
• 170- Working with New Campaigns and Campaign Templates
• 171- Adding Campaign Activities
• 172- Campaign Responses
• 173- Sales Literature
• 174- Quick Campaigns
• 175- Creating Quick Campaigns
• 176- Status of Quick Campaigns
• 177- Summary
• 178- 10.Working with Service
• 179- Understanding Service and Service Activities
• 180- Contents note continued: Services
• 181- Service Calendar
• 182- Service Activity
• 183- Managing Users' Working Time
• 184- Appointments
• 185- Cases
• 186- Add Related Activities
• 187- Delete Case
• 188- Resolve Case
• 189- Cancel Case
• 190- Reports
• 191- Articles
• 192- Subjects
• 193- Submitting an Article
• 194- Approving an Article
• 195- Rejecting an Article
• 196- Reports
• 197- Articles Security
• 198- Contracts
• 199- Summary
• 200- 11.Reporting and Dashboards
• 201- Reporting
• 202- Report Filters
• 203- Categories
• 204- Administration
• 205- Report Wizard
• 206- Scheduled Reports
• 207- On Demand
• 208- On a Schedule
• 209- Exporting
• 210- Advanced Features
• 211- Fetch-Based Reports
• 212- Requirements
• 213- Left Outer Joins
• 214- Charts and Dashboards
• 215- Working with Charts
• 216- Visualizations
• 217- Dashboards
• 218- Introduction to SSRS
• 219- Custom Reports
• 220- When Are Custom Reports Recommended?
• 221- Installing CRM 2013 Report Authoring Extensions
• 222- Building Custom Reports with SSRS
• 223- Developing and Testing Reports in Visual Studio
• 224- Filtered Views
• 225- Deployment
• 226- Reports Parameters
• 227- Contents note continued: Building Custom Reports with ASP.NET
• 228- Custom Reports with ASP.NET Deployment
• 229- Summary
• 230- 12.Settings
• 231- Components of a Good Implementation
• 232- Business Management
• 233- Fiscal Year Settings
• 234- Goal Metrics
• 235- Business Closures
• 236- Facilities/Equipment
• 237- Queues
• 238- Resource Groups
• 239- Salespeople with Quotas
• 240- Sales Territories
• 241- Services
• 242- Sites
• 243- Subjects
• 244- Currencies
• 245- Connection Roles
• 246- Relationship Roles
• 247- Templates
• 248- Mail Merge Templates
• 249- Product Catalog
• 250- System Administration
• 251- Administration
• 252- Announcements
• 253- Auto-Numbering
• 254- Business Units
• 255- System Settings
• 256- Security Roles
• 257- Field Security Profiles
• 258- Teams
• 259- Users
• 260- Languages
• 261- Privacy Preferences
• 262- Subscription Management (CRM Online Only)
• 263- Resources in Use (CRM Online Only)
• 264- Product Updates (Partner Hosted or On-Premise Only)
• 265- Yammer Configuration
• 266- Settings Top Navigation Options
• 267- Summary
• 268- 13.Advanced Views and Connections
• 269- Views
• 270- Contents note continued: Create a Personal View
• 271- Modify the System Views
• 272- Connections
• 273- Summary
• 274- 14.Filtered Lookups
• 275- Availability of Filtered Lookups
• 276- Summary
• 277- 15.Client Configuration Options
• 278- Browser/Web Client
• 279- Microsoft Dynamics CRM 2013 for Outlook
• 280- Requirements
• 281- Client Setup
• 282- Client Installation
• 283- Client Configuration
• 284- Advanced Configuration
• 285- Previous Version Compatibility
• 286- Summary
• 287- 16.Email Configuration
• 288- Server-Side Synchronization
• 289- Configure Server-Side Synchronization
• 290- Migrate Email Router Data
• 291- Microsoft Dynamics CRM for Outlook
• 292- Email Router
• 293- Configuring the Email Services
• 294- Install the Email Router and the Rule Deployment Wizard
• 295- Install the Email Router on Multiple Computers
• 296- Email Router Configuration Manager and Configuration Profiles
• 297- Authentication Types
• 298- Access Credentials
• 299- Configuring Email Routing for Multiple Configurations and Deployments
• 300- Configuring the CRM Email Router
• 301- Contents note continued: Creating the Incoming Profile
• 302- Deployments
• 303- User, Queues, and Forward Mailboxes
• 304- Forward Mailboxes
• 305- Tracking Incoming Emails
• 306- Queues
• 307- Rule Deployment Wizard
• 308- Create the Rule Manually
• 309- Summary
• 310- 17.Mobility
• 311- Tablets
• 312- Windows 8 Installation
• 313- Customizing Options and Features
• 314- Form Fields
• 315- Entities Enabled for CRM Tablets
• 316- Sales Dashboard
• 317- Navigation Bar
• 318- Command Bar
• 319- Simple Lists
• 320- Stakeholder and Sales Team Lists
• 321- Business Process Flows
• 322- Multi-Entity Quick Find/Search
• 323- Offline Access/Usage
• 324- Auto-Save
• 325- Images
• 326- Server-Side Extensibility
• 327- Mobile Phones
• 328- Dynamics CRM Mobile Apps
• 329- Dynamics CRM on a Phone's Web Browser
• 330- Required Privileges
• 331- CRM for Phones Privilege Enable Entities for CRM Phones
• 332- Customizing and Features
• 333- Installing and Using the Dynamics CRM Mobile App on an iPhone
• 334- Summary
• 335- 18.Solution Concepts
• 336- Solutions Explained
• 337- Working with Custom Solutions
• 338- Add Required Components
• 339- Contents note continued: Managed Properties
• 340- Plug-Ins
• 341- Best Practices When Working with Solutions
• 342- Exporting Solutions
• 343- Importing Solutions
• 344- Removing Solutions
• 345- Working with Multiple Solutions
• 346- Entity Forms Security
• 347- Migrating Customizations from Previous Versions
• 348- Third-Party and Marketplace Solutions
• 349- For ISVs
• 350- For Customers
• 351- Summary
• 352- 19.CRM 2013 SharePoint Integration
• 353- SharePoint and Dynamics CRM 2013
• 354- Basic Integration
• 355- Installing the List Component
• 356- Standard Integration
• 357- SharePoint Configuration
• 358- CRM 2013 Configuration
• 359- Integration Features
• 360- Document Location Option
• 361- Record GUID in Folder Name
• 362- Extending the Integration
• 363- Entities
• 364- Configuration Message
• 365- Operations in SharePoint
• 366- Summary
• 367- 20.Azure Extensions
• 368- Introduction to Azure
• 369- Service Bus Configurations
• 370- Creating a Windows Azure Service Bus Account with a Subscription
• 371- Getting the CRM 2013 Online Certificate
• 372- Registering a Service Bus Endpoint
• 373- Contents note continued: Creating a Listener Application
• 374- Updating Variables for the Main Method
• 375- Summary
• 376- 21.Customizing Entities
• 377- Customization Principles
• 378- MS CRM Entity Model
• 379- Fields
• 380- Relationships
• 381- Messages
• 382- Basic Customizations
• 383- Form Customizations
• 384- View Customizations
• 385- Publishing Customizations
• 386- Menu and Ribbon Customizations
• 387- SiteMap
• 388- ISV.Config
• 389- Ribbons (Command Bar)
• 390- JavaScript Events
• 391- Event-Handling Tips and Tricks
• 392- Tips and Tricks When Working with Events
• 393- Exporting and Importing Entity Customizations
• 394- Working with the SDK
• 395- Summary
• 396- 22.Process Development
• 397- Processes
• 398- Actions
• 399- Business Process Flows
• 400- Dialogs
• 401- Workflows
• 402- Creating Workflows in Windows Workflow Foundation with Visual Studio
• 403- No-Code Workflows
• 404- Custom Workflow Activities
• 405- Summary
• 406- 23.Plug-Ins
• 407- Overview of Plug-Ins
• 408- Isolation
• 409- Modes
• 410- Stages
• 411- Deployment Types
• 412- When to Use a Plug-In
• 413- Plug-In Development
• 414- Adding References
• 415- Contents note continued: Plug-In Deployment
• 416- Install WIF Runtime
• 417- Enable WIF 3.5 Runtime
• 418- Integrate the Plug-In Registration Tool with Visual Studio 2012
• 419- Plug-In Registration
• 420- Plug-In Deregistration
• 421- Plug-In Debugging
• 422- Attaching the Debugger to the Host Process
• 423- Forcing the Add-In to Call the Debugger
• 424- Plug-In Profiler
• 425- IServiceProvider
• 426- IExecutionContext
• 427- IOrganizationService
• 428- Plug-In Samples
• 429- Summary
• 430- 24.Web Services
• 431- Web Services Fundamentals
• 432- Windows Communication Foundation (WCF)
• 433- Representational State Transfer (REST)
• 434- JavaScript Object Notation (JSON)
• 435- Open Data Services
• 436- Discovery Web Service
• 437- Organization Service
• 438- Retrieve Method
• 439- RetrieveMultiple Method
• 440- Delete Method
• 441- Execute Method
• 442- Fetch Method
• 443- Update Method
• 444- Early Binding
• 445- Regular Operations for Early Binding
• 446- Metadata
• 447- Examples of Web Services
• 448- JavaScript
• 449- Modern SOAP Endpoints
• 450- ExecuteMultipleRequest
• 451- Summary
• 452- Contents note continued: 25.Advanced Solution Management
• 453- Solutions Explained
• 454- Managed Solutions
• 455- Unmanaged Solutions
• 456- Default Solution
• 457- Solution Layers
• 458- Team Development
• 459- SolutionPackager Tool
• 460- Summary
• 461- 26.xRM (Extended) Deployments
• 462- Enhanced MS CRM Functionality with Custom ASP.NET Apps
• 463- Query String Parameters
• 464- IFRAME Customization Example
• 465- Custom ASP.NET Web Application Development
• 466- ASP.NET Web Application Deployment
• 467- Contact Entity Customization
• 468- Silverlight Web Resources
• 469- Creating a Silverlight Web Resource
• 470- Debug Silverlight Web Resources v
• 471- HTML Web Resources
• 472- Build HTML Web Resources Using Context Information
• 473- Summary
• 474- 27.Forms Authentication
• 475- IFD Defined
• 476- Claims-Based Authentication
• 477- Configuring IFD
• 478- SSL Certificates
• 479- AD FS 2.0
• 480- AD FS 3.0
• 481- Configuring AD FS
• 482- Configuring Claims-Based Authentication on CRM
• 483- Add Relaying Party Trust on AD FS
• 484- Configuring the CRM Application for Internet-Facing Deployment
• 485- Contents note continued: Working with IFD and Multiple Organizations
• 486- DNS Server Configurations
• 487- Disabling IFD
• 488- Summary
• 489- 28.Data Management with Dun & Bradstreet
• 490- Need for Quality Data
• 491- Impact of Poor Data
• 492- Data-Quality Challenges
• 493- Potential for Error
• 494- D&B360 for CRM
• 495- Ways to Use D&B360
• 496- Use D&B360 to Select Customers
• 497- Summary
• 498- 29.Data Management with InsideVIew
• 499- Introduction to the Need for Social Insights
• 500- What Social Insights Does
• 501- Microsoft Dynamics CRM 2013 with Social Insights
• 502- Social Insights Agents
• 503- Search for a Company, Person, or News
• 504- Watchlists
• 505- Connections and Privacy
• 506- Record Sync
• 507- Additional Products Available
• 508- Inside View for Marketing
• 509- InsideView for Account Management
• 510- Summary
• 511- 30.Marketing Automation with Marketo
• 512- Marketing Automation Explained
• 513- Changing Buyer Behaviors
• 514- New Software Delivery Model
• 515- Approach to Revenue Generation and Measurement
• 516- How Marketing Automation Differs from CRM
• 517- Contents note continued: Common Features in Marketing Automation
• 518- Investments and Costs
• 519- Introduction to Marketo
• 520- Marketo's Digital Marketing Platform
• 521- Marketing System of Record
• 522- Workflow Engine
• 523- Time-Series Analytics Engine
• 524- Extensible Architecture and Integration
• 525- Scalability and Security
• 526- Marketing Automation Using Marketo
• 527- Email Marketing
• 528- Engagement Engine
• 529- Lead Management
• 530- Multichannel Campaign Management
• 531- Marketing Financial Management
• 532- Marketing Analytics
• 533- Microsoft Dynamics CRM 2013 and Marketo
• 534- Summary
• 535- 31.How to Get Support for Your System
• 536- Online Support
• 537- Basic Subscription Support
• 538- Enhanced Support
• 539- Professional Direct Support
• 540- Premier Support (for Large Accounts Only)
• 541- On-Premise Support
• 542- Pros and Cons of Manual Updates
• 543- Considerations When Installing Updates
• 544- Partner Support
• 545- Summary
• 546- 32.On-Premise Requirements
• 547- Hardware and Software Considerations
• 548- Server
• 549- Windows Server Operating System
• 550- Contents note continued: Active Directory Modes
• 551- Internet Information Services
• 552- Database
• 553- Microsoft Dynamics CRM Reporting Extensions
• 554- SharePoint Integration
• 555- Email Router
• 556- Exchange Server
• 557- POP3/SMTP
• 558- Microsoft CRM Client for Browsers
• 559- Microsoft CRM Office Client for Outlook
• 560- Licensing
• 561- Single- Versus Multiple-Server Deployment
• 562- Single-Server Deployment
• 563- Multiple-Server Deployments
• 564- Setup Process
• 565- Microsoft Dynamics CRM Server.Setup
• 566- Additional Steps
• 567- Microsoft Dynamics CRM Clients
• 568- Upgrading from Earlier Versions
• 569- Setting Up Your Business in Microsoft Dynamics CRM 2013
• 570- Summary
• 571- 33.MarketingPilot, NetBreeze, and Yammer
• 572- MarketingPilot
• 573- NetBreeze
• 574- Yammer
• 575- Using Yammer.com
• 576- Yammer and Dynamics CRM 2013
• 577- Working with Yammer in Dynamics CRM 2013
• 578- Summary.

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