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Brown L., Gravely J. — Using Microsoft CRM
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: en

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 | Скопировать ссылку для форума | Скопировать ID
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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      
1 2 3 4 5 6 7 8 9 10 11
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