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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
customer-facing applications, back-end integration (evolution)
customer-focused marketing
Customers tab
customers, profitble, identifying
customers, relationships, individualzing
customers, single views, service vendor evaluations
customers, target
customers, target customers 2nd
Customization Transport Manager 2nd
customization, CRMSO 2nd
customization, links 2nd
customization, Links page
customizations, Activity Summary 2nd
customizations, clone feature 2nd 3rd 4th 5th 6th 7th
customizations, external applications, preparing
customizations, external applications, Run method
customizations, external applications, Run method, Section 1 2nd
customizations, external applications, Run method, Section 2
customizations, external applications, Run method, Section 3
customizations, external applications, Run method, Section 4 2nd 3rd
customizations, external applications, writing 2nd 3rd
customizations, Web resources 2nd 3rd 4th
customizing, forms 2nd 3rd 4th 5th 6th
customizing, installations
customizing, previews 2nd
customizing, views 2nd 3rd 4th 5th
data capture
data duplicate checking
data extract tools, data, transforming
Data Field Properties dialog box
data import tool 2nd 3rd 4th 5th
data management lifecycle, business decisions, supporting 2nd
data management lifecycle, business transaction processing 2nd
data management lifecycle, customer interactions
data management lifecycle, external portals
data management lifecycle, internal portals
data management lifecycle, suppliers interactions
data management lifecycle, transformed data, sharing
data mapping
data migration [See migration]
Data Mining
data respositories, Shadow Copies
data synchronization errors
data transformation
Data Transformation Services (DTS)
Data warehousing 2nd 3rd
Data Warehousing, Corporate Information Architecture
Data Warehousing, customer-centricity intelligence applications
Data Warehousing, data respositories, Shadow Copies
Data Warehousing, operation applications
Data Warehousing, resources
data, customer, migrating (Scribe Migrate)
data, integrations
data, meta data
data, offline (CRMSO)
data, reports, exporting 2nd
data, synchronizing
data, transformed, sharing
data, user, importing (marketing) 2nd 3rd
database analysts
databases, CRMCRYSTAL
databases, METABASE
databases, MSCRM
databases, MSCRMDistribution
databases, mscrm_msde
databases, MSDE
databases, MSDE (Microsoft SQL Desktop Edition)
databases, server, naming
Deactivate Contact command (Actions menu)
Deactivate/Activate
decisions, business decisions, supporting 2nd
decisions, change management
Deep (Parent[colon] Child Business Unit) Access Level
Default Values tab 2nd
Defaults Values tab
Delete Privilege
Delete Rows button
Deleted status (Contracts)
DeletionStateCode field
deliverables, business processes (customer-centricity) 2nd
deliverables, process model integration
delivery releases, establishing requirements (service vendors)
delivery, service, contributor role
Deployment Manager 2nd 3rd 4th
Deployment Manager, accessing
Deployment Manager, Attributes 2nd 3rd 4th 5th 6th 7th 8th 9th
Deployment Manager, Entity Mapper 2nd 3rd 4th
Deployment Manager, License Manager 2nd
Deployment Manager, nodes 2nd
Deployment Manager, publishing configurations 2nd 3rd
Deployment Manager, Schema Manager 2nd 3rd
Deployment Manager, Server Manager
Deployment Manager, User Manager 2nd
deployment, integration
deployments, CRMSO 2nd
Description field (Contract Templates)
Description field (Service Cases)
Description field (Service Contracts)
design, components, partnership model 2nd
design, customer-centricity
Destination CRM Web site
development times, .NET
dialog boxes, Data Field Properties
dialog boxes, Field Properties 2nd
dialog boxes, Integration Entity Linking 2nd
dialog boxes, New Schema Field Properties 2nd
diamond models
direct email, Sales component
Direct Marketing Assocation (The DMA) Web site
directories, Active Directory 2nd
Disable/Enable
Discount ($) field (Contract Line Items)
Discount is (type) field (Service Contracts)
Discount Lists, Price List Items
Discount Lists, Product Catalog
Discount Type field (Contract Templates)
discussion starters, interviews
disparate systems (evolution)
Distributed computing
Document Exchange (DX) 2nd 3rd 4th
documents, attached, storing
documents, business requirement document
documents, XML (Extensible Markup Languge), creating
Draft Email folder
Draft Queues
Draft status (Contracts)
drafts, change management 2nd 3rd 4th
dropped connections (CRMSO) 2nd
DTS (Data Transformation Services)
due dates, Activities
Duration in Days field (Service Contracts)
DX (Document Exchange) 2nd 3rd 4th
Dynamic Methods, Mobile Portal
e-biz [See B2B (business-to-business)]
e-business, BPI (Business Process Integration)
e-business, business performance monitoring
e-business, enterprise applications
e-business, external integration
e-business, internal integration
e-channels, fusing (customer-centricity) 2nd
e-commerce systems (evolution)
e-CRM Magazine Web site
EAI (enterprise application integration) 2nd
early returns, implementation strategies
ECCS Web site
eCommerce, Microsoft bCentral
eCommerce, Oracle Small Business Suite
eCommerce, PayPal
eCustomerServiceWorld.com Web site
Edit a Workflow Rule screen
Edit Mapping button
editions 2nd
editions, configurations 2nd 3rd
editions, Core CRM
editions, Customer Service
editions, Customer Service, Professional edition
editions, Customer Service, Standard edition
editions, Professional
editions, releases
editions, Sales
editions, Standard
editors, Form Editor
Else[ellipsis]If construct (workflow condition)
email auto-response, Customer Service component
email campaigns (customer-centricity busness processes)
Email folder
Email tab
email templates 2nd
email templates, use case 2nd
email, configuring
email, Exchange Connector 2nd 3rd
email, filtering
email, GUID (Global Unique Identifier)
email, GUID (globally unique identifier)
email, mail merge
email, online community interactions
email, promoting 2nd
email, receiving
email, sending
email, spam
email, templates 2nd 3rd
Enable/Disable Privilege
End Date field (Contract Line Items)
engineering, product, contributor role
Enterprise application integration (EAI) 2nd
enterprise applications (e-business)
Enterprise One to One[colon] Tools for Competing in the Interactive Age.
Enterprise Portal 2nd
Entities [See objects]
entitlement processing
Entity Mapper node 2nd 3rd 4th
entity values, mapping 2nd
Envelopes option (mail merge)
Epicor
eResource links
eResources 2nd
Error Event Logging key (web.config file)
Errors 2nd 3rd 4th
errors, data synchronization errors
escalations, workflow rule
establishing requirements, service vendors, customer feedback
establishing requirements, service vendors, delivery releases
establishing requirements, service vendors, interative approach
establishing requirements, service vendors, priorititizing business needs
establishing requirements, service vendors, technology services
evaluating, service vendors, architecture 2nd
evaluating, service vendors, company performance/viability 2nd
evaluating, service vendors, customer application integration
evaluating, service vendors, features
evaluating, service vendors, functionality
evaluating, service vendors, product viability
evaluating, service vendors, related application integration
evaluating, service vendors, single view of customer
events, OnChange events, JavaScript, adding 2nd
events, triggering
events, workflow, triggering
evolution, customer portals
evolution, customer-facing applications, back-end integration
evolution, disparate systems
evolution, e-commerce systems
evolution, marketing
evolutions, Web sites
Excalibur Exhibits and Events Web site
Exchange Connector 2nd 3rd 4th 5th 6th
Exchange Connector, email, managing 2nd 3rd
Exchange mailbox
Exchange objects, mapping 2nd
Exchange Server 2nd
Expired status (Contracts)
Export button
Export Customization option 2nd 3rd
exporting, active record lists
exporting, records
exporting, report data 2nd
Extensible Markup Languge (XML) documents, creating
Extensions [See file extensions]
external applications, preparing
external applications, Run method, Section 1 2nd
external applications, Run method, Section 2
external applications, Run method, Section 3
external applications, Run method, Section 4 2nd 3rd
external applications, writing 2nd 3rd
external integration
external portals, creating
external portals, security
facilitating 2nd
FAQs (Frequently Asked Questions), customer service processes 2nd
features [See also special features]
features, service vendor evaluations
feedback, custom feedback, establishing requirements (service vendors)
feedback, customer, customer service processes
FetchXML
FetchXml string
Field Force Automation [italics] Magazine Web site
Field Properties dialog box 2nd
field sales, channels
field sales, media
field service automation, IBM Start Now Wireless Solutions for Small and Medium business
field service automation, ServiceHub
field types, Update Object 2nd
fields, Call Initiator
fields, Call Recipient
fields, Contacts
fields, Contract Line Items 2nd 3rd
fields, Contract Templates 2nd 3rd 4th
fields, Contracts (Service Contracts) 2nd 3rd
fields, DeletionStateCode
fields, mapping
fields, Messaging Port/Distribution List
fields, picklist 2nd 3rd 4th 5th
fields, picklist, OnChange events;JavaScript 2nd
fields, Relationship Type
fields, Sales Opportunities 2nd
fields, schema, adding 2nd 3rd 4th 5th 6th 7th
fields, schema, naming
fields, Service Cases 2nd 3rd 4th
fields, State/Province
fields, Status 2nd
fields, Status Reason 2nd
fields, transforming
file extensions, .ost
file extensions, .pst 2nd
file formats, .csv
File menu commands, Print Quote for Customer
File menu, mail merge
files, archive
files, configuration, isv.config 2nd 3rd 4th 5th 6th 7th 8th
files, configuration, web.config 2nd 3rd 4th 5th
files, CSV (comma-separated value) 2nd
files, TXT (Text) 2nd
files, web.config, Quick Create
Filter button
filtering, email
filtering, Horizontal
filtering, reports 2nd
Filtering, Vertical
filters, Advanced Find tool
financial managers
Find Control 2nd
Firepond
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