Index
A
- account entity / Account
- actions / Actions
- actions, business rules
- activities
- about / Activity
- appointment / Appointment
- e-mail / E-mail
- fax / Fax
- letter / Letter
- phone call / Phone call
- task / Task
- activity feeds, Dynamics CRM
- configuring / Configuring activity feeds
- Activity Feeds Configuration / Activity feeds configuration
- Activity Feeds Rules / Activity feeds rules
- address entity / Address
- administration, Dynamics CRM
- about / The concepts of Dynamics CRM administration
- settings area / The SETTINGS area
- business management / Business management
- service management / Service management
- Templates / Templates
- Security / Security
- data management / Data Management
- system jobs, monitoring / Monitoring system jobs
- document management / Document Management
- auditing / Auditing
- activity feeds, configuring / Configuring activity feeds
- process center / Process center
- customization area / The customization area
- Administration area, Dynamics CRM
- about / Administration
- analysis, MSL
- configuring / Configuring the analysis
- analytics summary / The analytics summary
- interacting, with social channels / Interacting with social channels
- Volume history / Volume history
- Sources summary / Sources summary
- Sources share of voice by language / Sources share of voice by language
- details, obtaining / Details of the analysis
- application navigation
- about / Application navigation
- Application Programming Interfaces (APIs) / Extensibility
- applications, business rules / Business rules
- appointment / Appointment
- articles (knowledge base)
- about / Articles (knowledge base)
- auditing, Dynamics CRM
- about / Auditing
B
- business actions
- actions / Business rules
- business entities
- about / Business entities, Entity elements, Business entities
- versus custom entities / Business versus custom entities
- business management, Dynamics CRM
- about / Business management
- Business Process Flow
- about / Sales processes
- business process flows
- about / Business process flows
- configuring / Business process flows
- enhanced functionality, in Dynamics CRM 2015 / Business process flows
- limitations / Business process flows
- creating / Creating business process flows
- workflows, triggering on stage changes / Triggering workflows on business process flow stage changes
- business process workflows / Business process workflows
- business rules
- about / Business rules, Business rules
- conditions / Conditions
- actions / Actions
- limitations / Actions, Limitations of business rules
- versus workflows / Business rules
- applications / Business rules
- creating / Business rules
C
- calendar entity
- about / Calendar entity
- campaign
- about / Campaigns
- versus quick campaign / Quick campaigns versus campaigns
- case entity
- about / Cases
- charts
- about / Charts
- competitor entity
- about / Competitor
- conditions, business rules
- about / Conditions
- connection role
- about / Connection role
- contact entity / Contact
- contract
- about / Contracts
- core elements, Dynamics CRM
- about / Dynamics CRM core elements
- modules / Modules
- entities / Entities
- custom entities / Entity elements
- about / Custom entities, Custom entities, Adding the Social Pane to custom entities
- versus business entities / Business versus custom entities
- entity, customizing / Customizing the entity
- post configuration, configuring / Configuring the post configuration
- form, customizing / Customizing the form
- customer service manager dashboard / Customer service manager dashboard
- customer service operations dashboard / Customer service operations dashboard
- customer service performance dashboard / Customer service performance dashboard
- customer service representative dashboard / Customer service representative dashboard
- customer service representative social dashboard / Customer service representative social dashboard
- customization area, Dynamics CRM
- about / The customization area
- dynamics marketplace / Dynamics marketplace
- Customizations area / Customization
- Solutions area / Solutions
- custom new activity feed post
- creating / Creating a custom new activity feed post
D
- dashboard
- about / Dashboards
- dashboards
- about / Dashboards
- data management, Dynamics CRM
- about / Data Management
- data types
- dialogs / Dialogs
- document management, Dynamics CRM
- about / Document Management
- Dynamics CRM
- about / Dynamics CRM
- deployment options / Deployment options
- scalability / Scalability
- extensibility / Extensibility
- integration options / Ability to integrate with other systems
- ease of use / Ease of use
- prerequisites, for customizing / Prerequisites to customize Dynamics CRM
- setting up / Setting up Dynamics CRM
- installing, for Outlook / Installing CRM for Outlook
- core elements / Dynamics CRM core elements
- modules / The Dynamics CRM modules
- administration / The concepts of Dynamics CRM administration
- Product Catalog / Product catalog
- Administration area / Administration
- email configuration / Email configuration
- Dynamics CRM, for Outlook installation
- requisites / Integrating Dynamics CRM Online with Outlook
- Dynamics CRM 2015
- about / Dynamics CRM
- Dynamics CRM Online
- free 30-day trial, opening of / Opening a free 30-day trial of Dynamics CRM Online
- URL / Opening a free 30-day trial of Dynamics CRM Online
- signup process / Opening a free 30-day trial of Dynamics CRM Online
- integrating, with Outlook / Integrating Dynamics CRM Online with Outlook
- Dynamics Learning Portal
E
- e-mail activity / E-mail
- email configuration, Dynamics CRM
- about / Email configuration
- entities, Dynamics CRM
- about / Entities
- system entities / System entities
- business entities / Business entities
- custom entities / Custom entities
- entity
- types / Entity elements
- system entities / Entity elements
- business entities / Entity elements
- custom entities / Entity elements
- renaming / Renaming an entity
- settings, changing / Changing entity settings and properties
- properties, changing / Changing entity settings and properties
- definition / Entity definition
- visibility, setting / Areas that display this entity
- Options for Entity section / Options for entity
- Primary Field settings tab / Primary field settings
- extending / Extending entities
- forms / Entity forms
- entity forms
- about / Entity forms
- types / Form types
- main form / The main form
- mobile form / A mobile form
- quick create forms / The quick create form
- quick view forms / The quick view form
- entity relationships
- about / Entity relationships
- one-to-many (1TopicnN) relationship / One-to-many (1:N) and many-to-one (N:1) relationships
- many-to-one (NTopicn1) relationship / One-to-many (1:N) and many-to-one (N:1) relationships
- One-to-many (1TopicnN) relationship / One-to-many (1:N) and many-to-one (N:1) relationships
- many-to-many (NTopicnN) relationship / Many-to-many (N:N) relationships
- entity view
- about / Entity views and charts
- Public Views / Entity views and charts
- Advanced Find View tab / Entity views and charts
- Associated View tab / Entity views and charts
- Quick Find View tab / Entity views and charts
- Lookup View tab / Entity views and charts
- View Properties option / Entity views and charts
- Edit Filter Criteria option / Entity views and charts
- Configure Sorting option / Entity views and charts
- Add Column option / Entity views and charts
- Change Column Properties option / Entity views and charts
- Remove option / Entity views and charts
- Extended Relationship Management (xRM)
- about / The Dynamics CRM modules
- extensibility options
- about / Extensibility options
- Extensible Application Markup Language (XAML) / Workflows
F
G
- goal entity
- about / Sales goals
- goals management
- about / Goals management
H
- hashtags
- about / Yammer and hashtags
I
- iframes, form / iframes
- Independent Software vendor (ISV) / Processes
- Independent software Vendors (ISVs)
- about / Dynamics marketplace
- installation, Microsoft Dynamics CRM Insight
- Dynamics CRM Online / Installing in Dynamics CRM Online
- Dynamics CRM on-premise / Installing in Dynamics CRM On-Premise
- Internet facing deployment (IFD)
- about / Actions
- invoice
- about / Invoice
K
- Key Performance Indicators (KPIs)
- about / Campaigns
L
- lead management qualification process
- about / Leads
- lead record
- about / Leads
- leads entity
- about / Leads
- lead to opportunity sales process / Lead to opportunity sales process
- letter activity / Letter
- Locale ID (LCID) / Fields
M
- main form, entity form
- about / The main form
- managed solution
- about / Managed solutions
- many-to-many (N
- N) relationship / Many-to-many (N:N) relationships
- many-to-one (N
- 1) relationship / One-to-many (1:N) and many-to-one (N:1) relationships
- marketing dashboard
- about / Marketing dashboard
- marketing entities
- about / Marketing entities
- marketing list / Marketing lists
- quick campaign / Quick campaigns
- campaign / Campaigns
- marketing features, sales module / Marketing features
- marketing list / Marketing lists
- marketing module
- about / Modules, Marketing
- entities / Marketing entities
- reports / Marketing reports
- core functionalities / Other core functionalities
- marketing module, dashboards
- about / Dynamics CRM marketing module dashboards
- marketing dashboard / Marketing dashboard
- marketing social dashboard / Marketing social dashboard
- marketing reports
- about / Marketing reports
- marketing social dashboard
- about / Marketing social dashboard
- messages
- about / Messages
- Microsoft Dynamics CRM Insight
- about / Microsoft Dynamics CRM Insight by InsideView
- installation / Installation and configuration
- configuration / Installation and configuration
- features / Insights feature set, Yammer
- Microsoft Dynamics Marketing (MDM)
- about / The Dynamics CRM modules
- Microsoft Social Listening (MSL)
- about / The Dynamics CRM modules
- mobile form, entity form
- about / A mobile form
- modules, Dynamics CRM
- about / Modules, The Dynamics CRM modules
- sales / Modules, Sales module
- service / Modules, Service
- marketing / Modules, Marketing
- shared entities / Shared entities
- processes / Processes
- dashboards / Dashboards
- reports / Reports
- MSL
- about / Microsoft Social Listening
- application layout / The application layout
- sources, targeting / Targeting sources
- analysis, configuring / Configuring the analysis
- alerts, configuring / Configuring alerts
- MSL integration, with Dynamics CRM
- Dynamics CRM Online / Dynamics CRM Online
- Dynamics CRM on-premise / Dynamics CRM On-Premise
O
- one-to-many (1
- N) relationship / One-to-many (1:N) and many-to-one (N:1) relationships
- opportunity entity
- about / Opportunities
- opportunity product
- about / Opportunities
- opportunity sales process / Opportunity sales process
- Options for entity section / Options for entity
- order entity
- about / Orders
- Outlook
- URL / Prerequisites to customize Dynamics CRM
- Dynamics CRM Online, integrating with / Integrating Dynamics CRM Online with Outlook
- Dynamics CRM, installing for / Installing CRM for Outlook
- Outlook client
P
- phone call activity / Phone call
- Primary field settings, entity / Primary field settings
- process center, Dynamics CRM
- about / Process center
- processes
- Process Session / Dialogs
- Product Catalog, Dynamics CRM
- about / Product catalog
- product entity
- about / Products
Q
- queues
- about / Queues
- quick campaign
- about / Quick campaigns
- versus campaign / Quick campaigns versus campaigns
- quick create forms, entity form
- about / The quick create form
- quick view forms, entity form
- about / The quick view form
- quote entity
- about / Quotes
R
- real-time workflows
- about / Real-time workflows
- limitation / Real-time workflows
- reports
- about / Reports
- Return On Investment (ROI)
- about / Quick campaigns versus campaigns
S
- sales-specific entities
- about / Sales-specific entities
- leads / Leads
- opportunity / Opportunities
- quote / Quotes
- order / Orders
- invoice / Invoice
- competitor / Competitor
- products / Products
- goal / Sales goals
- sales activity dashboard / Sales activity dashboard
- sales activity social dashboard / Sales activity social dashboard
- sales dashboards
- about / The sales dashboards
- sales activity dashboard / Sales activity dashboard
- sales activity social dashboard / Sales activity social dashboard
- standard sales dashboard / Sales dashboard
- sales performance dashboard / Sales performance dashboard
- Sales Force Automation (SFA)
- about / The Dynamics CRM modules
- sales module
- about / Modules, Sales module
- entities / Sales entities
- processes / Sales processes
- dashboards / The sales dashboards
- reports / Sales reports
- marketing features / Marketing features
- sales performance dashboard / Sales performance dashboard
- sales processes
- lead to opportunity sales process / Lead to opportunity sales process
- opportunity sales process / Opportunity sales process
- sales reports
- about / Sales reports
- sections, form / Sections
- Security, Dynamics CRM
- about / Security
- service dashboards
- about / Service dashboards
- customer service representative social dashboard / Customer service representative social dashboard
- customer service representative dashboard / Customer service representative dashboard
- customer service performance dashboard / Customer service performance dashboard
- customer service operations dashboard / Customer service operations dashboard
- customer service manager dashboard / Customer service manager dashboard
- service entities
- about / Service entities
- case / Cases
- contract / Contracts
- articles (knowledge base) / Articles (knowledge base)
- queues / Queues
- services / Services
- calendar entity / Calendar entity
- goals management / Goals management
- Service Level Agreements (SLAs)
- about / Goals management, Service Terms, Administration
- service management, Dynamics CRM
- case settings / Case settings
- service terms / Service Terms
- Templates / Templates
- service module
- about / Modules, Service
- entities / Cases
- processes / Service processes
- dashboards / Service dashboards
- reports / Service reports
- service processes
- about / Service processes
- service reports / Service reports
- services
- about / Services
- settings area, Dynamics CRM
- about / The SETTINGS area
- shared entities
- about / Shared entities
- account / Account
- contact / Contact
- activities / Activity
- address / Address
- user / User
- connection role / Connection role
- social pane
- about / Social Pane
- standard configuration options / Social Pane – standard configuration options
- customization options / Social Pane – extended customization options
- tab, hiding / Hiding a tab
- adding, to custom entities / Adding the Social Pane to custom entities
- custom new activity feed post, creating / Creating a custom new activity feed post
- social pane, tabs
- Posts / Social Pane
- Activities / Social Pane
- Notes / Social Pane
- Software as a service (SaaS) / Deployment options
- Software development kit (SDK) / Processes
- solutions
- about / Solutions
- MSDN documentation, URL / Solutions
- types / Types of solutions
- properties / Solution properties
- layering / Solution layering
- default solution / The default solution
- solutions, types
- unmanaged solution / Unmanaged solutions
- managed solution / Managed solutions
- spacers, forms
- about / Spacers
- SQL Server Integration Services (SSIS) / Ability to integrate with other systems
- SQL Server Reporting Services (SSRS)
- about / Sales reports, Reports
- standard sales dashboard / Sales dashboard
- sub-grids, form / Sub-grids
- system entities
- about / System entities
- system jobs, Dynamics CRM
- monitoring / Monitoring system jobs
T
- tab, social pane
- hiding / Hiding a tab
- tabs, form / Tabs
- task activity / Task
- Templates, Dynamics CRM
- about / Templates
- Templates, service management
- service scheduling / Service scheduling
- training resources, CRM Customer Center
U
- Unified Service Desk (USD)
- about / The Dynamics CRM modules
- unmanaged solution
- about / Unmanaged solutions
- user entity / User
W
- Whole Number data type
- workflows / Workflows
- about / Workflows
- versus business rules / Business rules
- triggering, on business process flow stage changes / Triggering workflows on business process flow stage changes
Y
- Yammer
- about / Yammer and hashtags
- hashtags / Yammer and hashtags
- features / Other Yammer features
- Yammer integration, with Dynamics CRM
- configuring / Yammer and Dynamics CRM, Configuring the integration
- prerequisites / Yammer and Dynamics CRM
- entity, configuring / Entity configuration
- additional configuration / Additional configuration