Index
A
- actions
- Active Directory (AD)
- about / Creating a new User
- activity feeds
- configuring / Configuring Activity Feeds
- Activity Feeds Configuration / Activity Feeds Configuration
- Activity Feeds Rules / Activity Feeds Rules
- Administration
- about / Administration Concepts, Administration
- Announcements / Administration
- System Settings / Administration
- Privacy Preferences / Administration
- System Notification / Administration
- Yammer Configuration / Administration
- Auto Numbering / Administration
- Languages / Administration
- Subscription Management / Administration
- Resources in Use / Administration
- Microsoft Social Engagement Configuration / Administration
- Adxstudio
- about / Adxstudio Portals
- URL / Adxstudio Portals
- analytics summary, Microsoft Social Listening
- about / Analytics Summary
- Buzz / Analytics Summary
- Trend / Analytics Summary
- Share of voice / Analytics Summary
- Sentiments / Analytics Summary
- social channels interaction / Interacting with the social channels
- Volume history / Volume History
- Source summary / Source Summary
- Source share of voice by language / Source Share of Voice by Language
- Application Lifecycle Management (ALM)
- about / Adxstudio Portals
- application navigation
- about / Application navigation
- auditing
- about / Auditing
- Azure
- about / Introducing Dynamics CRM
- Azure Virtual Machines
- URL / Introducing Dynamics CRM
B
- BizTalk
- business entities
- Business Management
- about / Business Management
- Fiscal Year Settings / Business Management
- Business Closures / Business Management
- Queues / Business Management
- Services / Business Management
- Subjects / Business Management
- Connection Roles / Business Management
- Facilities/Equipment / Business Management
- Resource Groups / Business Management
- Sales Territories / Business Management
- Sites / Business Management
- Currencies / Business Management
- Goal Metric / Business Management
- Relationship Roles / Business Management
- Automatic Record Creation and Update Rules / Business Management
- business process flows
- about / Business Process Flows, Business Process Flows
- creating / Creating Business Process Flows
- workflows, triggering on stage change / Triggering Workflows on Business Process Flow Stage change
- business rules
- about / Business Rules
- limitations / Limitations of Business Rules
- Business Units
- about / Working with Business Units
C
- calculated fields
- about / Calculated Fields
- charts
- about / Entity Views and Charts
- creating / Charts
- client to server integration
- cloning, solution
- about / Solution Cloning and Patching
- composite fields
- about / Composite fields
- Content Management Systems (CMS)
- about / Article Life Cycle
- Cortana
- for CRM / Cortana for CRM
- Cortana integration
- CRM app
- for Outlook / CRM App for Outlook
- custom entities
- about / Custom Entities, Entity Elements, Custom Entities
- versus business entities / Business versus Custom Entities
- Social Pane, adding / Adding Social Pane to custom entities
- customizing / Customizing the Entity
- Post Configurations, configuring / Configuring Post Configurations
- form, customizing / Customizing the form
- customer feedback
- collecting / Voice of the Customer
- custom new activity feed post
- creating / Creating a custom new Activity Feed Post
D
- dashboards
- about / Dashboards
- creating / Dashboards
- organization-owned dashboard / Dashboards
- user-owned dashboard / Dashboards
- Data Loader Service
- about / Data Loader Service
- URL / Data Loader Service
- configuring / Configuring the Data Loader Service
- Data Management
- about / Data Management
- Duplicate Detection Settings / Working with Data
- Duplicate Detection Rules / Working with Data
- Duplicate Detection Jobs / Working with Data
- Bulk Record Deletion / Working with Data
- Data Maps / Working with Data
- Imports / Working with Data
- Templates for Data Import / Working with Data
- Sample Data / Working with Data
- Add Ready-to-Use Business Processes / Working with Data
- Data Encryption / Working with Data
- Export Field Translations / Working with Data
- Import Field Translations / Working with Data
- Data Loader Service / Data Loader Service
- Data Quality Service (DQS)
- data types
- default solution
- about / The Default Solution
- dialogs
- about / Dialogs, Dialogs
- creating / Creating a Dialog
- steps / Dialog Steps
- managing / Managing Dialogs
- Document Management
- about / Document Management
- SharePoint integration, configuring / Document Management
- document management
- about / Working with Documents
- target SharePoint server, configuring / Configuring the target SharePoint Server
- entity document management, enabling / Enable entity Document Management
- OneDrive, integrating / OneDrive Integration
- document templates
- about / Document Templates
- document generation templates, automated / Automated Document Generation Templates
- domain name
- configuring, for environment / Configure a domain name for your environment
- dynamic marketing list
- about / Marketing Lists
- Dynamics CRM
- about / Introducing Dynamics CRM
- requisites, for customization / What do you need to customize Dynamics CRM?
- installing, for Outlook / Installing Dynamics CRM for Outlook
- processes creating, ways / What are Processes?
- for Outlook / Dynamics CRM for Outlook
- and Yammer / Yammer and Dynamics CRM
- Microsoft Social Listening, integrating / Integrating Social Listening with Dynamics CRM
- and Power BI / Power BI and Dynamics CRM
- Dynamics CRM, features
- about / Features of Dynamics CRM
- scalability / Scalability
- extensibility / Extensibility
- system integration / Ability to integrate with other systems
- usability / Ease of use
- Dynamics CRM app
- for Outlook / Dynamics CRM App for Outlook
- Dynamics CRM on-premise
- Insight, installing / Dynamics CRM On-Premise
- Microsoft Social Listening, integrating / Dynamics CRM On-Premise
- Dynamics CRM Online
- global data center locations / Global Data Center Locations for Dynamics CRM Online
- advantages / Advantages of Choosing Dynamics CRM Online
- 30-day trial, opening / Opening a free 30-day trial of Dynamics CRM Online
- integrating, with Outlook / Integrating Dynamics CRM Online with Outlook
- Office 365 E3 trial services, integrating with / Integrating with Office 365 E3 trial services
- Insight, installing / Dynamics CRM Online
- Dynamics CRM online
- Microsoft Social Listening, integrating / Dynamics CRM online
- Dynamics Marketplace
- about / Dynamics Marketplace
E
- e-mail configuration
- about / E-mail configuration
- enhanced knowledge management
- about / Enhanced Knowledge Management
- article, life cycle / Article Life Cycle
- articles, scheduling / Schedule, Publish, Expire
- articles, publishing / Schedule, Publish, Expire
- articles, expiring / Schedule, Publish, Expire
- article context, searching / Article Context Search
- reference link / Article Context Search
- enhanced SLA
- versus standard SLA / Standard versus Enhanced SLAs
- entities
- about / Entities
- system entities / System Entities
- business entities / Business Entities
- custom entities / Custom Entities
- Entitlement Templates
- about / Entitlement Templates
- entity
- renaming / Renaming an Entity
- extending / Extending Entities
- dashboards / Dashboards
- entity, settings and properties
- modifying / Change Entity Settings and Properties
- Entity Definition / Entity Definition
- Areas that display this entity / Areas that display this entity
- Options for Entity / Options for Entity
- Primary Field Settings tab / Primary Field Settings
- entity, types
- about / Entity Elements
- system entities / Entity Elements
- business entities / Entity Elements
- custom entities / Entity Elements
- entity document management
- enabling / Enable entity Document Management
- entity forms
- about / Entity Forms, Quick View, and Quick Create Forms, Entity Forms
- main form / The Entity Form
- mobile form / The Entity Form
- quick create form / The Entity Form
- quick view form / The Entity Form
- entity relationships
- about / Entity 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
- URL / Many-to-Many (N:N) Relationships
- entity views
- about / Entity Views and Charts
- creating / Entity Views and Charts
- properties, customizing / Entity Views and Charts
- environment
- setting up / Steps to Setting up an Environment
- 30-day trial of Dynamics CRM Online, opening / Opening a free 30-day trial of Dynamics CRM Online
- domain name, configuring / Configure a domain name for your environment
- Excel integration
- about / Excel Enhanced Integration
- extensibility options
- about / The Extensibility options
F
- FieldOne Sky
- about / Field Service Capabilities
- adding / Field Service Capabilities
- URL / Field Service Capabilities
- fields
- about / Fields
- forms
- customizing / Customizing Forms
- tabs / Tabs
- sections / Sections
- iFrames / iFrames
- sub-grids / Sub-grids
- fields / Fields
- global option sets / Global Option Sets
- spacers / Spacers
G
- geolocation
- about / Geolocation
- global data center locations
- for Dynamics CRM Online / Global Data Center Locations for Dynamics CRM Online
- global option sets
- about / Global Option Sets
- GoDaddy
H
- HTML Color Values
- URL / Voice of the Customer
I
- iFrames
- about / iFrames
- independent software vendor (ISV) / What are Processes?
- Independent Software Vendors (ISVs)
- about / Extensibility
- independent software vendors (ISVs)
- about / Dynamics Marketplace
- Insight
- about / Insight by InsideView
- installation / Installation and Configuration
- configuration / Installation and Configuration
- installing, on Dynamics CRM Online / Dynamics CRM Online
- installing, on Dynamics CRM on-premise / Dynamics CRM On-Premise
- features / Insight Feature Set
- Interactive Service Hub
- about / Interactive Service Hub
- interactive service hub
- about / Interactive Service Hub
- internet facing deployment (IFD) / Actions
K
- Key Performance Indicators (KPI's)
- about / Campaigns
- Key Performance Indicators (KPIs)
- Kingsway Software
L
- Live account
M
- main form
- about / The Entity Form
- managed solutions
- about / Managed Solutions
- many-to-many (N
- N) relationshipTopicnabout / Many-to-Many (N:N) Relationships
- many-to-one (N
- 1) relationshipTopicnabout / One-to-Many (1:N) and Many-to-One (N:1) Relationships
- marketing entities
- about / Marketing Entities
- marketing list / Marketing Lists
- campaigns / Campaigns
- Quick Campaigns / Quick Campaigns
- marketing module
- about / CRM Marketing Module
- marketing entities / Marketing Entities
- marketing reports / Marketing Reports
- marketing module, dashboards
- about / Dynamics CRM Marketing Module Dashboards
- Marketing Dashboard / Marketing Dashboard
- Marketing Social Dashboard / Marketing Social Dashboard
- marketing reports
- about / Marketing Reports
- messages
- about / Messages
- Microsoft Dynamics Marketing
- about / Microsoft Dynamics Marketing Integration
- integration / Microsoft Dynamics Marketing Integration
- Microsoft Social Listening
- about / Microsoft Social Listening Integration
- integration / Microsoft Social Listening Integration
- integrating, with Dynamics CRM / Integrating Social Listening with Dynamics CRM
- integrating, with Dynamics CRM online / Dynamics CRM online
- integrating, with Dynamics CRM on-premise / Dynamics CRM On-Premise
- application layout / Application Layout
- sources, targeting / Targeting Sources
- analysis, configuring / Configuring Analysis
- analytics summary / Analytics Summary
- analysis details / Analysis Details
- alerts, configuring / Configuring Alerts
- Microsoft Trust Center
- mobile and task-based experience
- about / Mobile and Task-based Experience
- Mobile Client Application (MoCA) client
- about / Interactive Service Hub
- mobile experience
- about / Mobile Experience
- Custom Controls / Mobile Experience
- Form Preview / Mobile Experience
- iFrame support / Mobile Experience
- web resource support / Mobile Experience
- mobile form
- about / The Entity Form
- modules
- about / Dynamics CRM modules, Modules
- sales module / CRM Sales module
- service module / CRM Service module
- marketing module / CRM Marketing Module
- MSDN documentation
- URL / Dialog Steps
O
- Office 365
- features / Office 365 Features and Integration
- integration / Office 365 Features and Integration
- Office 365 admin center
- Office 365 E3 trial services
- integrating, with Dynamics CRM Online / Integrating with Office 365 E3 trial services
- URL / Integrating with Office 365 E3 trial services
- Office Delve
- URL / Office Graph Integration, Office Delve recommendations
- about / Office Delve recommendations
- enabling / Office Delve recommendations
- Office graph integration
- about / Office Graph Integration
- Office landing page
- one-to-many (1
- N) relationshipTopicnabout / One-to-Many (1:N) and Many-to-One (N:1) Relationships
- OneDrive
- integrating / OneDrive Integration
- OneNote
- integration / OneNote Integration
- Open Data Protocol (OData)
- open street map
- URL / Geolocation
- OpenStreetMap Foundation (OSMF)
- about / Geolocation
- organization-owned dashboard
- about / Dashboards
- Outlook
- Dynamics CRM Online, integrating with / Integrating Dynamics CRM Online with Outlook
- Dynamics CRM, installing / Installing Dynamics CRM for Outlook
- Dynamics CRM for / Dynamics CRM for Outlook
- URL / Dynamics CRM for Outlook
- Dynamics CRM app for / Dynamics CRM App for Outlook
- CRM app / CRM App for Outlook
- Outlook client
- Outlook Web Access (OWA)
- about / CRM App for Outlook
P
- patching, solution
- about / Solution Cloning and Patching
- Pinpoint
- URL / Extensibility
- Power BI
- and Dynamics CRM / Power BI and Dynamics CRM
- URL / Power BI and Dynamics CRM
- Process Center
- about / Process Center
- Dynamics Marketplace / Dynamics Marketplace
- customization principles / Customization Principles
- solutions / Solutions
- processes
- about / Processes, What are Processes?
- dialogs / Dialogs
- workflows / Workflows
- actions / Actions
- business process flows / Business Process Flows
- creating, ways / What are Processes?
- ProcessSession / Dialogs
- Product Catalog
- about / Product Catalog
Q
- quick create form
- quick create forms
- quick view form
- quick view forms
R
- real-time workflows
- about / Real-time Workflows
- record images
- creating / Record Images
- reports
- about / Reports
- return on investment (ROI)
- role-based form
- about / The Entity Form
- rollup fields
- about / Rollup fields
S
- sales dashboards
- about / The Sales Dashboards
- Sales Activity Dashboard / Sales Activity Dashboard
- Sales Activity Social Dashboard / Sales Activity Social Dashboard
- Sales Dashboard / Sales Dashboard
- Sales Performance Dashboard / Sales Performance Dashboard
- sales module
- about / CRM Sales module
- sales processes / Sales Processes
- sales dashboards / The Sales Dashboards
- sales reports / Sales Reports
- marketing features / Marketing features
- sales module, entities
- about / CRM Sales module Entities
- shared entities / Shared Entities
- sales specific entities / Sales specific Entities
- sales processes
- about / Sales Processes
- Lead to Opportunity Sales Process / Lead to Opportunity Sales Process
- Opportunity Sales Process / Opportunity Sales Process
- Sales literature / Sales Literature
- sales reports
- about / Sales Reports
- sales specific entities
- about / Sales specific Entities
- leads entity / The Leads entity
- opportunity entity / The opportunity Entity
- quotes entity / The Quotes Entity
- order entity / The order Entity
- invoice entity / An Invoice Entity
- competitor entity / The Competitor Entity
- product entity / The Product Entity
- sales goal entity / The Sales Goal Entity
- Scribe
- search functionality
- about / An Enhanced Search Functionality
- view, searching in / Searching in a View
- entire organization, searching across / Searching Across the entire Organization
- advanced find feature / Advanced Find
- voice on mobile search / Search using voice on Mobile
- sections
- Security
- security roles
- defining / Defining Security Roles
- server to server integration
- 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 entity / The Case Entity
- contracts entity / Contracts Entity
- queues entity / Queues Entity
- services entity / Services Entity
- calendar entity / The Calendar Entity
- goals management / Goals Management
- Service Level Agreement (SLA)
- about / Advantages of Choosing Dynamics CRM Online, SLAs and the Timer Control
- application / How SLAs are applied
- Service Level Agreements (SLAs)
- about / Goals Management
- Service Management
- Case Settings / Case Settings with Record Creation and Update Rules
- Service Terms / Service Terms
- Knowledge Base Management / Knowledge Base Management
- Service Scheduling / Service Scheduling
- service module
- about / CRM Service module
- interactive service hub / Interactive Service Hub
- service entities / Service Entities
- service processes / Service Processes
- service dashboards / Service Dashboards
- service reports / Service Reports
- service processes
- about / Service Processes
- service reports
- about / Service Reports
- Settings
- about / The Settings Area
- SharePoint integration models
- client to server integration / Client to Server Integration with SharePoint
- server to server integration / Server to Server Integration with SharePoint
- Social Pane
- about / Social Pane
- features / What it is, where it is, and how it works
- standard configuration options / Social Pane – standard configuration options
- adding, to custom entities / Adding Social Pane to custom entities
- custom new activity feed post, creating / Creating a custom new Activity Feed Post
- software development kit (SDK) / What are Processes?
- solution
- core components / Components of Solution
- default solution / The Default Solution
- segmentation / Solution Segmentation
- cloning / Solution Cloning and Patching
- patching / Solution Cloning and Patching
- solution, components
- solution schemes / Components of Solution
- analytics elements / Components of Solution
- templates / Components of Solution
- processes and code elements / Components of Solution
- solution, types
- about / Types of Solution
- unmanaged solutions / Unmanaged Solutions
- managed solutions / Managed Solutions
- solution layering
- about / Solution Layering
- URL / Solution Layering
- solution layering, methods
- merge / Solution Layering
- top wins / Solution Layering
- solution package
- about / Solution Package
- solution publisher
- about / Solution Publisher
- spacers
- about / Spacers
- SQL Server Reporting Services (SSRS)
- about / Sales Reports
- SQL Server Reporting Services (SSRS) reports
- about / Reports
- standard elements
- about / Dynamics CRM application elements
- modules / Modules
- entities / Entities
- processes / Processes
- dashboards / Dashboards
- reports / Reports
- standard SLA
- versus enhanced SLA / Standard versus Enhanced SLAs
- static marketing list
- about / Marketing Lists
- sub-grids
- about / Sub-grids
- system entities
- about / System Entities, Entity Elements
- system jobs
- monitoring / Monitoring System Jobs
- system solution
- about / The Default Solution
T
- tabs
- target SharePoint server
- configuring / Configuring the target SharePoint Server
- technet
- URL / Dialog Steps
- Templates
- timer control
- about / SLAs and the Timer Control
U
- unmanaged solutions
- about / Unmanaged Solutions
- user-owned dashboard
- about / Dashboards
- users and teams
- managing / Managing Users and Teams
- new user, creating / Creating a new User
W
- Web API
- about / Web API
- workflows
- about / Workflows, Workflows
- background workflows (async) / Workflows
- real-time workflows / Workflows
- creating / Creating a Workflow
X
- XML files
- reference link / Components of Solution
- xRM
- about / Dynamics CRM modules
Y
- Yammer
- about / Yammer
- hashtags / Yammer and Hashtags
- features / Other Yammer Features
- and Dynamics CRM / Yammer and Dynamics CRM
- integration, configuring / Configure the Integration
- entity, configuring / Entity Configuration
- additional configuration / Additional Configuration