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Microsoft Dynamics CRM,Customization Essentials电子书

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60人正在读 | 0人评论 9.8

作       者:Nicolae Tarla

出  版  社:Packt Publishing

出版时间:2014-12-30

字       数:401.2万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software.
目录展开

Microsoft Dynamics CRM Customization Essentials

Table of Contents

Microsoft Dynamics CRM Customization Essentials

Credits

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers, and more

Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Getting Started

Dynamics CRM

Deployment options

Scalability

Extensibility

Ability to integrate with other systems

Ease of use

Prerequisites to customize Dynamics CRM

Setting up Dynamics CRM

Opening a free 30-day trial of Dynamics CRM Online

Integrating Dynamics CRM Online with Outlook

Installing CRM for Outlook

Summary

2. Dynamics CRM Application Structure

Dynamics CRM core elements

Modules

Entities

System entities

Business entities

Custom entities

The Dynamics CRM modules

Shared entities

Account

Contact

Activity

Appointment

E-mail

Fax

Letter

Phone call

Task

Address

User

Connection role

Sales module

Sales entities

Sales-specific entities

Leads

Opportunities

Quotes

Orders

Invoice

Competitor

Products

Sales goals

Sales processes

Lead to opportunity sales process

Opportunity sales process

The sales dashboards

Sales activity dashboard

Sales activity social dashboard

Sales dashboard

Sales performance dashboard

Sales reports

Marketing features

Service

Service entities

Cases

Contracts

Articles (knowledge base)

Queues

Services

Calendar entity

Goals management

Service processes

Service dashboards

Customer service representative social dashboard

Customer service representative dashboard

Customer service performance dashboard

Customer service operations dashboard

Customer service manager dashboard

Service reports

Marketing

Marketing entities

Marketing lists

Quick campaigns

Campaigns

Quick campaigns versus campaigns

Dynamics CRM marketing module dashboards

Marketing dashboard

Marketing social dashboard

Marketing reports

Other core functionalities

Processes

Dialogs

Workflows

Actions

Business process workflows

Dashboards

Reports

Extensibility options

Application navigation

Summary

3. Customizing Entities

Solutions

Types of solutions

Unmanaged solutions

Managed solutions

Solution properties

Solution layering

The default solution

Entity elements

Renaming an entity

Changing entity settings and properties

Entity definition

Areas that display this entity

Options for entity

Primary field settings

Business versus custom entities

Business entities

Custom entities

Extending entities

Entity forms

Form types

The main form

A mobile form

The quick create form

The quick view form

Customizing forms

Tabs

Sections

iframes

Sub-grids

Fields

Spacers

Entity relationships

One-to-many (1:N) and many-to-one (N:1) relationships

Many-to-many (N:N) relationships

Entity views and charts

Charts

Dashboards

Messages

Business rules

Conditions

Actions

Summary

4. Business Processes

Processes

Dialogs

Workflows

Real-time workflows

Actions

Business rules

Limitations of business rules

Business process flows

Creating business process flows

Triggering workflows on business process flow stage changes

Summary

5. Social Features in Microsoft Dynamics CRM

Social Pane

Social Pane – standard configuration options

Social Pane – extended customization options

Hiding a tab

Adding the Social Pane to custom entities

Customizing the entity

Configuring the post configuration

Customizing the form

Creating a custom new activity feed post

Microsoft Social Listening

Integrating social listening with Dynamics CRM

Dynamics CRM Online

Dynamics CRM On-Premise

The application layout

Targeting sources

Configuring the analysis

The analytics summary

Interacting with social channels

Volume history

Sources summary

Sources share of voice by language

Details of the analysis

Configuring alerts

Microsoft Dynamics CRM Insight by InsideView

Installation and configuration

Installing in Dynamics CRM Online

Installing in Dynamics CRM On-Premise

Insights feature set

Yammer

Yammer and hashtags

Other Yammer features

Yammer and Dynamics CRM

Configuring the integration

Entity configuration

Additional configuration

Summary

6. Dynamics CRM Administration

The concepts of Dynamics CRM administration

The SETTINGS area

Business management

Service management

Case settings

Service Terms

Templates

Service scheduling

Templates

Product catalog

Administration

Security

Data Management

Monitoring system jobs

Document Management

Auditing

Email configuration

Configuring activity feeds

Activity feeds configuration

Activity feeds rules

Process center

The customization area

Dynamics marketplace

Customization

Solutions

Summary

Index

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