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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
firewalls, external portals
firewalls, internal portals
Fiscal Year Settings
fluidity, models, change management
folder icons
folders, archive files
folders, Assigned
folders, Attributes and Mappings
folders, CRM folders
folders, Draft Email
folders, Email
folders, In Progress 2nd
folders, Offline Folder file
folders, personal folder file 2nd
folders, Public Folders
Follow Up By field (Service Cases)
Forecast
forecasting, sales process (customer-centricity business processes) 2nd
Form Editor
Formats [See file formats]
forms, customizing 2nd 3rd 4th 5th 6th
Frequently Asked Questions (FAQs), customer service processes 2nd
From now on option (wait for timer condition)
front-office customer service
front-office marketing
front-office sales
Frontrange
FTS (Full Text Search) 2nd
fuctionality, Microsoft Business Solutions CRM
fuctionality, Microsoft Great Plains
Full Name column, Contact Info view
Full Text Catalogs
Full Text Indexes
Full Text Search (FTS) 2nd
Functional Requirements (testing category) 2nd 3rd
functionality, analyzing 2nd
functionality, facilitating 2nd
functionality, licensing 2nd 3rd 4th 5th
functionality, Microsoft
functionality, named user licensing 2nd
functionality, platform 2nd 3rd
functionality, product positioning
functionality, service vendor evaluations
functionality, tracking 2nd
functionality, user interfaces 2nd
functionality, versions 2nd 3rd 4th 5th
fusing, e-channels (customer-centricity) 2nd
fusing, traditional channels (customer-centricity) 2nd
future of 2nd
future releases
General settings (Settings and Administration tool)
Global (Organization) Access Level
global settings, Auto-Numbering 2nd
global settings, Fiscal Year Settings
global settings, System Settings
Global template
Global Unique Identifier (GUID)
Go Offline/Online button
goals 2nd 3rd 4th
goals, business processes, customer-centricity 2nd
goals, content management
goals, customer knowledge
goals, customer self-service
goals, defining
goals, integrated analytics
goals, personalization
goals, profitable customer identification
going offline 2nd 3rd
going offline, data conflicts 2nd 3rd
going offline, dropped connections 2nd
going offline, hardware failure 2nd
going offline, scalability 2nd 3rd
Gold Certifided Partner Program for Hosting and Applications Services (Microsoft)
Great Plains 2nd
Great Plains (Microsoft)
Great Plains Accouting system, Product Catalog
Great Plains Edition
Great Plains settings (Settings and Administration tool) 2nd 3rd 4th
Great Plains, history 2nd 3rd
Great Plains, integration points 2nd
Great Plains, integrations, Sales component
Great Plains, migration 2nd
GreaterChinaCRM.org Web site
Grid Control
Grid Footer
Grid Header
grid view, mail merge
Group Tree button
grouping, Products
grouping, reports
grouping, Service Cases
GUID (Global Unique Identifier) 2nd
GUID (Globally Unique IDentifier)
hardware, failure (CRMSO) 2nd
Help Catalog Name key (web.config file)
help, implementations
help, self-help, customers
help, self-help, customers, Onyx
help, self-help, customers, Oracle Small Business Suite
Hewson Group Web site
hierarchies, Accounts
hierarchies, Organization
hierarchy, Subject Hierarchy
HiPath ProCenter Office (Siemens)
history 2nd 3rd 4th
History tab 2nd 3rd
holistic view (transaction processing)
home page, Bottom Bar
home page, Content Area, Activities Cell 2nd
home page, Content Area, Announcements Cell 2nd
home page, Menu Bar
home page, Navigation Pane
home page, Quick Create
home page, User Indicator
Horizontal filtering
horizontal solutions 2nd
horizontal view (transaction processing)
Hosting
HTML characters, invalid
IA (Internet Alianance) Web site
IBM Start Now Wireless Solutions for Small and Medium business
Icon element (isv.config file)
icons, folders
icons, Online Services
Id element (isv.config file)
identification values, assigning
Identifiers [See also GUID (globally unique identifier)]
identifying, profitable customers
identifying, resources (process model integration) 2nd
identifying, roles (process model integration) 2nd 3rd 4th
IEI (interenterprise integration)
If[ellipsis]Then construct
implementation
implementation model, CRM projects
implementation models, OLTP (online transaction processing)
implementation strategies, component sponsors, measuring success 2nd
implementation strategies, component sponsors, pilot projects
implementation strategies, component sponsors, prototype projects
implementation strategies, early returns
implementation strategies, organization
implementations, help
implementing, partnership model
Import command (Tools menu)
Import Customization option 2nd 3rd
importing, user data (marketing) 2nd 3rd
improving, business (customer-centric)
improving, process model integration 2nd
In Progress folder 2nd
In Progress link
In Progress Queues
Inactive Contact Status
Independent Software Vendor's (ISV)
Independent Software Vendors (ISV)
Independent Software Vendors (ISVs)
indexes, Full Text Indexes
Info views, ABC Bar (Jump Bar)
Info views, Action Bar 2nd 3rd 4th
Info views, Advanced Find 2nd 3rd
Info views, Find Control 2nd
Info views, Grid Control
Info views, Grid Footer
Info views, Grid Header
Info views, View Control
information managers
information sharing, Customer Service component
information sharing, Sales component
Information technology (IT) 2nd
information, customer, managing
information, exchanging, online communities
information, personal, online community interactions
information, users, hiding 2nd
informed decisions, business (principle applications) 2nd
inheritance, Business Units
inheritance, roles
Insert Conditions link
inserting, phone numbers
installations, customizing
installations, integration
installations, Mobile Portal
installations, Organization name
installing, application code
installing, Microsoft Outlook Client
instant messaging, distributed computing
integrated analytics
Integration 2nd 3rd
Integration (testing category) 2nd
Integration component 2nd
Integration component, existing business management systems
Integration component, Microsoft Office
Integration Entity Linking dialog box 2nd
integration, .NET
integration, architecture evaluations
integration, back-end, customer-facing applications (evolution)
integration, BizTalk Document Tracking 2nd 3rd 4th 5th
integration, BizTalk Server 2002 Partner edition 2nd 3rd 4th
integration, business exchange, .NET
integration, customer applications, service vendor evaluations
integration, customer personalization, .NET
integration, customer-centricity
integration, deployment
integration, DX (Document Exchange) 2nd 3rd 4th
integration, EAI (enterprise application integration)
integration, external
integration, installing
integration, internal, .NET
integration, MSMQ (Microsoft Message Queuing) 2nd 3rd
integration, points, Great Plains 2nd
integration, process model 2nd
integration, process model, analyzing/improving 2nd
integration, process model, best guess [edit quotes] models 2nd
integration, process model, deliverables
integration, process model, interviews
integration, process model, post implementation
integration, process model, recommendations
integration, process model, resources identification 2nd
integration, process model, role identification 2nd 3rd 4th
integration, related applications, service vendor evaluations
integration, service vendors, best of breed [edit quotes] composition
integration, service vendors, one-stop shopping
integration, service vendors, technical components
integration, Settings and Adminstration tool 2nd 3rd 4th 5th 6th 7th 8th
integration, Settings and Adminstration tool, General settings
integration, Settings and Adminstration tool, Great Plains settings 2nd 3rd 4th
integration, Settings and Adminstration tool, Microsoft CRM settings
integrations, applications
integrations, data
integrations, Microsoft Outlook
integrator role, process model integration 2nd
integrators, roles, businesses processes (customer-centricity) 2nd 3rd
integrity, business decision support
intelligence applications, customer-centricity
Intelligent CRM Web site
interactions, goals, content management
interactions, goals, customer knowledge
interactions, goals, customer self-service
interactions, goals, integrated analytics
interactions, goals, personalization
interactions, goals, profitable customer identification
interactions, online communities 2nd
interactions, online communities, anonymity
interactions, online communities, email
interactions, online communities, honesty
interactions, online communities, personal information
interactions, online communities, problem reporting
interactions, setting up 2nd
interactions, setting up, future releases
interactions, setting up, goals/priorities
interactions, setting up, Release #1
interactions, setting up, release plans 2nd
interactions, setting up, requirements
interactions, setting up, top priorities
interactions, setting up, update requirements 2nd
interative approach, establishing requirements (service vendors)
interenterprise integration (IEI)
Interfaces [See also CRMSO (Microsoft CRM Sales for Outlook)]
interfaces, application programming
interfaces, user, operation
interfaces, users 2nd
internal integration, .NET
internal portals, creating
internal portals, security
international, Navision
internationalization
Internet Alliance (IA) Web site
Internet, change management/market strategy 2nd
Internet, channels
Internet, media
Internet, protocols, .NET integration
interviews (process model integration)
interviews, business processes (customer-centricity) 2nd
interviews, discussion starters
interviews, straw man
interviews, viewpoint analysis models
intregration, migration, Great Plains 2nd
Invoice record, Sales Opportunities 2nd 3rd
Invoice status (Contracts)
Invoice template
Invoiced status (Contracts)
isitCRM.com Web site
ISV (Independent Software Vendor's)
ISV (Independent Software Vendors)
ISV Integration key (web.config file)
isv.config configuration file 2nd 3rd 4th 5th 6th 7th 8th
ISVs (Independent Software Vendors)
IT (Information Technology) 2nd
iterations, Release I, testing (vendors) 2nd
iterative approach, testing, validation/verification processes (vendors) 2nd 3rd 4th
Jump Bar (ABC Bar)
KB (Knowledge Base)
KB (Knowledge Base) Articles 2nd 3rd 4th
KB (Knowledge Base) Manager 2nd
KB (Knowledge Base) Manager, Article Queues, Subjects
KB (Knowledge Base) Manager, searches 2nd
KB (Knowledge Base) Templates 2nd
Key Performance Indicators (KPIs) 2nd
keys, license
Kit Products, Product Catalog 2nd
Knowledge base [See KB (Knowledge Base)]
Knowledge Base (KB) Sub-Area
Knowledge Base articles, customer service processes 2nd
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