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Brown L., Gravely J. — Using Microsoft CRM
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Название: Using Microsoft CRM
Авторы: Brown L., Gravely J.
Аннотация: A sophisticated yet easy-to-use software program, Microsoft CRM handles the full range of Sales and Customer Service functions, and allows the user to access key customer and sales information from Microsoft Outlook and the Web. It is designed for rapid deployment, ease of use, and integration with Microsoft Office and Microsoft Great Plains' back-office solutions, increasing information reliability, employee usage and productivity.
Special Edition Using Microsoft CRM shows sales, service, and business development specialists how to manage small businesses with the sophisticated technology that, until now, has been reserved for large corporations. Based on the author's real-world experience building CRM systems, this book provides the expert advice that MS CRM users need. To make the move to customer-centric operations using MS CRM, companies need an in-depth guide to managing the process, using the software, and making the implementation decisions that are required.
Язык:
Рубрика: Технология /
Статус предметного указателя: Готов указатель с номерами страниц
ed2k: ed2k stats
Год издания: 2003
Количество страниц: 552
Добавлена в каталог: 14.10.2007
Операции: Положить на полку |
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Предметный указатель
special features, notes 2nd
special features, tips
special features, troubleshooting
special features, Use Case Corner
sponsors, component, implementation strategies
sponsors, component, implementation strategies, measuring success 2nd
sponsors, component, implementation strategies, pilot projects
sponsors, component, implementation strategies, prototype projects
SQL Server replication 2nd
SQL Server, replications, GUID (Global Unique Identifier)
Standard edition
standard editions
Standard editions, Customer Service
Start Date field (Contract Line Items)
State/Province field
Status fields 2nd
Status Reason field (Service Cases) 2nd
Status Reason fields 2nd
status, Leads
statuses, objects 2nd
statuses, Service Cases
statuses, Service Contracts 2nd 3rd 4th
steering committees
Stop (workflow action) 2nd
storing, attached documents
storing, roles
strategic vision, partnership model
strategy, customer-centricity
stratetic planners
straw man, interviews
Stress (testing category) 2nd
strings, FetchXml
strings, invalid XML characters
structured approaches, project approaches (change management)
Sub-Areas, Activities (Workplace) 2nd
Sub-Areas, Bottom Bar
Sub-Areas, Calendar (Workplace) 2nd
Sub-Areas, Knowledge Base (KB)
Sub-Areas, Workplace 2nd
Sub-Areas, Workplace, Personal Work
Sub-Areas, Workplace, Queues 2nd
Subject field (Service Cases)
Subject Hierarchy
Subjects 2nd
Subjects, Products
Submit Mailing (Post URL action)
Submit Order (Post URL action)
subreports 2nd
subscriptions, pull, CRMSO
Substitutes tab
Suite configurations
suppliers interactions, data management lifecycle
supporting, business decisions 2nd
survey/profiles
swim lane process models
SWOT (Strengths, weaknesses, Opportunities, and Threats) Analysis
Synchronization 2nd 3rd
synchronization, CRMSO, data conflicts 2nd 3rd
synchronization, CRMSO, dropped connections 2nd
synchronization, CRMSO, hardware failure 2nd
synchronization, CRMSO, scalability 2nd 3rd
synchronization, data synchronization errors
synchronization, Microsoft Outlook, Sales component
synchronization, SQL Server replication 2nd
synchronizing, CRMCO
synchronizing, data
syntax, isv.config file 2nd
syntax, Links.htm page 2nd
System Admin role
System Customization 2nd 3rd 4th
System Customization command (Settings menu)
System Customization, forms, customizing 2nd 3rd 4th 5th 6th
System Customization, previews, customizing 2nd
System Customization, Status fields 2nd
System Customization, Status Reason fields 2nd
System Customization, views 2nd 3rd 4th 5th
System Customization, views, Advanced Find view
System Customization, views, Associated view
System Customization, views, Main view
System Settings
System templates
systems, account-management
systems, contact management, sales processes
systems, disparate (evolution)
systems, e-commerce (evolution)
tables, columns, adding
tables, reports 2nd 3rd 4th 5th 6th 7th 8th 9th 10th 11th 12th 13th 14th 15th 16th 17th 18th 19th
tabs, Accounts/Contacts
tabs, Activities 2nd 3rd
tabs, Activity History
tabs, Activity Summary
tabs, Comments
tabs, custom
tabs, Customers
tabs, Default Values 2nd 3rd
tabs, Email
tabs, History 2nd 3rd
tabs, License
tabs, Mapped Entities 2nd
tabs, Miscellaneous 2nd
tabs, Published Entites
tabs, Published Entities
tabs, Sales
tabs, Sales Documents
tabs, Sales Process 2nd
tabs, Search 2nd
tabs, Settings 2nd 3rd
tabs, Substitutes
Talisma Corporation Web site
target customers 2nd 3rd
teams, managing 2nd
teams, records
teams, requirement communications (service vendors) 2nd
technical components, service vendor integration
technical precision, business processes 2nd
technology services, establishing requirements (service vendors)
technology transfer, consulting
technology, .NET, business exchange integration
technology, .NET, customer personalization integration
technology, .NET, empowering business people
technology, .NET, Enterprise Portal 2nd
technology, .NET, expanded customer access
technology, .NET, integration
technology, .NET, internal integration
technology, .NET, new revenue streams
technology, .NET, shorter development times
technology, .NET, Web site evolution
technology, certification 2nd
technology, distributed computing
technology, vendor collaboration 2nd
telephony
Template Email option (mail merge)
Template Letter option (mail merge)
Template Manager 2nd 3rd 4th
templates, Account
templates, Case
templates, Contact
templates, Contract
templates, Contract Templates 2nd 3rd
templates, Contract Templates, fields 2nd 3rd 4th
templates, Create Rule from Template
templates, email 2nd 3rd 4th 5th
templates, email, use case 2nd
templates, Global
templates, Invoice
templates, KB (Knowledge Base) Templates 2nd
templates, Lead
templates, Opportunity
templates, Order
templates, Personal
templates, Quote
templates, Rule, creating
templates, Sales Process Template
templates, Service Contract Templates
templates, System
territories, sales processes (customer-centricity business processes)
territories, Sales Territories 2nd
test scenarios 2nd
test scenarios, example 2nd
testing, categoreies, validation/verification processes (vendors) 2nd 3rd
testing, iterative appraoch, validation/verification processes (vendors) 2nd 3rd 4th
testing, partnership model 2nd
testing, Release I, validation/verification processes (vendors) 2nd
testing, validation/verification processes (vendors)
Text (TXT) files 2nd
thresholds, business alerts
time boxes, pragmatic approach (change management)
Time to Live (TTL) setting
Time Zone
tips (special feature)
Title element (isv.config file)
Title field (Contract Line Items)
Title field (Service Cases)
toolbars, Microsoft Outlook
Tools menu command, Import
Tools menu commands, Advanced Find 2nd
Tools menu commands, Options 2nd 3rd 4th 5th
Tools menu commands, User Options
tools, data extract, data, transforming
tools, data import 2nd 3rd 4th 5th
tools, middleware, data, transforming
tools, Settings and Administration 2nd 3rd 4th 5th 6th 7th 8th
tools, Settings and Administration, General settings
tools, Settings and Administration, Great Plains settings 2nd 3rd 4th
tools, Settings and Administration, Microsoft CRM settings
tools, transformation, data, transforming
top priorities, identifying
top-down implementation model, OLTP (online transaction processing)
Total Cases/Minutes field (Contract Line Items)
Total Discount ($) field (Service Contracts)
Total Price ($) field (Contract Line Items)
Total Price ($) field (Service Contracts)
Tracking 2nd
tracking, Activities
tracking, BizTalk channels 2nd
tracking, call
tracking, opportunity tracking, workflow rule
traditional channels, fusing (customer-centricity) 2nd
transaction processing, business 2nd
transaction processing, data management lifecycle, business decision support 2nd
transaction processing, data management lifecycle, business transaction processing 2nd
transaction processing, data management lifecycle, customer interactions
transaction processing, data management lifecycle, external portals
transaction processing, data management lifecycle, internal portals
transaction processing, data management lifecycle, sharing transformed data
transaction processing, data management lifecycle, suppliers interactions
transaction processing, holistic view
transaction processing, horizontal view
transaction processing, requirements 2nd 3rd
transactions, close
transformation tools, data, transforming
transformed data, sharing
transforming, fields
tree, Native mode
trees, Mixed-mode
triggering, events
triggering, Sales Process, creating (workflow)
triggering, workflow 2nd 3rd
Triggers
troubleshooting (special feature)
TTL (Time to Live) setting
TXT (Text) files 2nd
type, object type, actions 2nd 3rd
types, Activities
types, Contacts
UDDI (Universal Description, Discovery and Integration) registry
Unit field (Contract Line Items)
Unit Groups, Product Catalog
units of measure, Unit Groups
Universal Description, Discovery and Integration (UDDI) registry
unstructured approaches, project approaches (change management) 2nd
Update Object (workflow action) 2nd 3rd 4th
Update Object screen
updates, requirements 2nd
upgrading 2nd
UpShot
Url element (isv.config file)
URLs, associated, Announcements Cell
Use Case Corner (special feature)
use cases, Activities, creating 2nd
use cases, business processes 2nd
use cases, c360 SearchPac 2nd 3rd
use cases, c360 SearchPac, multifield search 2nd 3rd
use cases, c360 SearchPac, Query Manager 2nd 3rd 4th
use cases, Customer Service, transitioning new customers 2nd
use cases, email templates 2nd
use cases, marketing campaigns, tracking
use cases, markets
use cases, migration, Scribe Migrate
use cases, migration, Scribe Migrate, availability
use cases, migration, Scribe Migrate, connectivity
use cases, migration, Scribe Migrate, customer data
use cases, Mobile Portal 2nd 3rd 4th 5th
use cases, Mobile Portal, installing
use cases, navigation, Quick Launch customization 2nd
use cases, OnChange events, JavaScript, adding 2nd
use cases, online communities
use cases, service vendors 2nd 3rd
use cases, vendors 2nd
use cases, Workflow Monitor, automating business processes 2nd 3rd 4th
user data, importing (marketing) 2nd 3rd
User Groups
User Indicator (home page)
User Interface (testing category) 2nd
user interfaces 2nd
user interfaces, operations
user licensing, concurrency 2nd
user licensing, named 2nd
User Manager 2nd
User Manager Wizard
user model, partnership model
User Options command (Tools menu)
User Options screen
User Queues
user scenarios, business processes (customer-centricity) 2nd 3rd
Users, Activities
users, information, hiding 2nd
users, licenses
users, linking
users, managing 2nd
users, roles
users, roles and privileges
users, teams 2nd
Usinternetworking, Inc.
validation processes, vendors, quality
validation processes, vendors, testing
validation processes, vendors, testing categories 2nd 3rd
validation processes, vendors, testing, iterative approach 2nd 3rd 4th
validation processes, vendors, testing, Release I 2nd
ValidForCreate element (isv.config file)
ValidForUpdate element (isv.config file)
values, customer information
values, entity, mapping 2nd
values, identification, assigning
vendor resources, requirement communications (service vendors)
Vendor SWOT matrix
Vendors 2nd
vendors, change management 2nd
vendors, change management, approches, selecting 2nd
vendors, change management, change logs
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