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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
knowledgebases, searchable, Customer Service component
KPIs (Key Performance Indicators) 2nd
languages, WSDL (Web Servcies Description Language)
languages, WSDL (Web Services Description Language)
languages, XML (Extensible Markup Languge) documents, creating
Launch in App Mode key (web.config file)
launching, Web sites
lead conversion
Lead Management
lead management, marketing (business processes)
Lead Management, user data imports 2nd 3rd
lead routing, workflow rule
Lead screen
Lead template
Leads 2nd 3rd 4th 5th
Leads, converting 2nd 3rd
Leads, status
less than sign (<)
levels, cost levels, customer service processes
Liberty Alliance
license keys 2nd 3rd
License Manager 2nd
License tab
licenses, users
licensing 2nd 3rd 4th 5th
licensing, configuration editions 2nd 3rd
licensing, user, concurrency 2nd
licensing, user, named 2nd
linking, objects to Activities
linking, objects to Notes
linking, users
Links page, customization
links, Appointment
links, customization 2nd
links, eResource
links, In Progress
links, Insert Conditions
links, resources, online communities
links, Show All Announcements
lists, Actions
lists, active, records, exporting
lists, active, records, printing
Local (Business Unit) Access Level
logging
logs, change
looping workflow 2nd
MA (Marketing Automation)
Mail [See also email]
mail merge 2nd 3rd 4th 5th
mail merge, options
mailboxes, Exchange mailbox
Mailing Labels option (mail merge)
Main view, customizing
ManagedOps.com, Inc.
Management [See also change management]
management, account, marketing (business processes) 2nd
management, activity, Customer Service component
management, activity, Sales;component
management, campaign 2nd
management, campaign, Overture Software
management, campaign, Pop Art
management, campaign, YellowBrick Solutions
management, case, Customer Service component
management, case, customer service processes 2nd
management, change management, B2B (business-to-business) exchange 2nd 3rd
management, change management, B2B (business-to-business) exchange, Web services 2nd 3rd
management, change management, B2B (business-to-business) exchange, Web services (.NET)
management, change management, B2B (business-to-business) exchange, WSDL (Web Services Description Language)
management, change management, BPI (business process integration)
management, change management, Internet 2nd
management, change management, IT (Information Technology) 2nd
management, change management, wireless devices 2nd
management, communication activity (customer-centricity business processes)
management, competitor, marketing (business processes)
management, contact management system, sales processes
management, contact, marketing (business processes) 2nd
management, content
management, corporate, contributor role
management, customer, marketing (business processes) 2nd
management, Lead Management, user data imports 2nd 3rd
management, lead, marketing (business processes)
management, marketing list management
management, opportunity, marketing (business processes)
management, opportunity, Sales;component
management, order management, Sales component
management, performance, customer service processes
management, pipeline management, workflow rule
management, queue
management, risk, pilot/prototype projects
management, sales force (customer-centricity business processes) 2nd
management, sales literature management (customer-centricity busness processes) 2nd
Managers [See also KB (Knowledge Base) Manager]
managers, Customization Transport
managers, Customization Transport Manager
managers, Deployment
managers, Deployment Manager 2nd 3rd 4th
managers, Deployment Manager, accessing
managers, Deployment Manager, Attributes 2nd 3rd 4th 5th 6th 7th 8th 9th
managers, Deployment Manager, Entity Mapper 2nd 3rd 4th
managers, Deployment Manager, License Manager 2nd
managers, Deployment Manager, nodes 2nd
managers, Deployment Manager, publishing configurations 2nd 3rd
managers, Deployment Manager, Schema Manager 2nd
managers, Deployment Manager, Server Manager
managers, Deployment Manager, User Manager 2nd
managers, License Manager 2nd
managers, Query Manager 2nd 3rd 4th
managers, Sales Territory Manager 2nd
managers, Schema
managers, Schema Manager 2nd
managers, Server Manager
managers, Template Manager 2nd 3rd 4th
managers, User Manager 2nd
managers, Workflow 2nd
managers, Workflow Manager 2nd 3rd 4th
managers, Workflow Manager, change status workflow
managers, Workflow Manager, manual workflow
managers, Workflow Manager, Rules versus Sales Processes 2nd
managers, Workflow Manager, workflow, assigning
managers, Workflow Manager, workflow, creating
managers, Workflow Manager, workflow, triggering 2nd
manual rules, workflow
manual workflow
Mapped Entities tab 2nd
mapping, business processes 2nd
mapping, conversion mapping
mapping, data mapping
mapping, entity values 2nd
mapping, fields
mapping, objects 2nd
mappings, creating 2nd
mappings, CRMSO
Maps [See also Navigation Map]
market strategists
market strategy, B2B (business-to-business) exchange 2nd 3rd
market strategy, B2B (business-to-business) exchange, Web services 2nd 3rd
market strategy, B2B (business-to-business) exchange, Web services, .NET
market strategy, B2B (business-to-business) exchange, WSDL (Web Services Description Language)
market strategy, BPI (business process integration)
market strategy, Internet 2nd
market strategy, IT (Information Technology) 2nd
market strategy, wireless devices 2nd
Market timing 2nd
Marketing 2nd
marketing (business processes)
Marketing Automation (MA)
Marketing Competence Web site
Marketing Consumer Information File (MCIF)
Marketing Encyclopedia (Sales Literature) 2nd
marketing product managers
Marketing Professional role
marketing sandbox
marketing, account management (business processes) 2nd
marketing, campaigns, tracking
marketing, competitor management (business processes)
marketing, contact management (business processes) 2nd
marketing, contributor role
marketing, customer management (business processes) 2nd
marketing, customer-focused
marketing, direct email 2nd
marketing, evolution
marketing, front-office
marketing, lead management (business processes)
marketing, Lead Management, user data imports 2nd 3rd
marketing, mail merge
marketing, Marketing Encyclopedia (Sales Literature) 2nd
marketing, marketing list management (business processes)
marketing, one-to-one
marketing, opportunity management (business processes)
marketing, requirements
Marketplace
markets, Corporate CRM, analytic applications
markets, Corporate CRM, customer information 2nd
markets, Corporate CRM, Data Warehousing 2nd 3rd
markets, Corporate CRM, reporting 2nd
markets, CRM 2nd
markets, CRM, competitors 2nd 3rd
markets, dynamics 2nd
markets, Microsoft Reseller Partner Channel 2nd
markets, mid-sized business solutions
markets, resources
markets, small business solutions
markets, use case
MBF (Microsoft Business Framework) 2nd
MBS (Microsoft Business Solutions)
MCIF (Marketing Consumer Information File)
media, field sales
media, Internet
Menu Bar (home page)
menus, custom
menus, File, mail merge
merge replication
Messages [See email]
Messaging Port/Distribution List field
Meta data
METABASE database
Metamorphosis International Web site
methods, Create
methods, HtmlEncode
methods, Page Init()
methods, Run, Section 1 2nd
methods, Run, Section 2
methods, Run, Section 3
methods, Run, Section 4 2nd 3rd
Microsoft
Microsoft .NET
Microsoft bCentral
Microsoft Business Framework (MBF) 2nd
Microsoft Business Solutions (MBS)
Microsoft Business Solutions CRM
Microsoft CRM Sales for Outlook [See CRMSO]
Microsoft CRM settings (Settings and Administration tool)
Microsoft Gold Certifided Partner Program for Hosting and Applications Services
Microsoft Great Plains
Microsoft HYPERLINK Outlook, shortcut bars
Microsoft Management Console (MMC), Deployment Manager
Microsoft Message Queuing (MSMQ) 2nd 3rd
Microsoft Office, Integration component
Microsoft Outlook Client
Microsoft Outlook, access
Microsoft Outlook, integration
Microsoft Outlook, objects, mapping 2nd
Microsoft Outlook, synchronization, Sales component
Microsoft Outlook, toolbars
Microsoft Reseller Partner Channel 2nd
Microsoft SQL Desktop Edition (MSDE)
Microsoft SQL Server 2000 [italics]
mid-sized businesses, solutions
middle-out implementation models, CRM projects
middleware tools, data, transforming
migration, Great Plains 2nd
migration, Scribe Migrate, availability
migration, Scribe Migrate, connectivity
migration, Scribe Migrate, customer data
Millionaire Eagles Web site
MIS (Senior Technical Analysts), contributor role
Miscellaneous tab 2nd
Mixed-mode trees
MMC (Microsoft Management Console), Deployment Manager
Mobile Portal 2nd 3rd 4th 5th
Mobile Portal, installing
model corrections
Models [See also process model]
models, best guess models, business processes, building (customer-centricity)
models, best guess models, business processes, validating (customer-centricity)
models, best guess [edit quotes] models, building (process model integration)
models, best guess [edit quotes] models, validating (process model integration)
models, business process
models, business, customer-centricity
models, change management
models, diamond
models, fluidity, change management
models, implementation, CRM projects
models, implementation, OLTP (online transaction processing)
models, partnership model, business cases
models, partnership model, business requirements
models, partnership model, component design 2nd
models, partnership model, construction
models, partnership model, implementing
models, partnership model, project scope
models, partnership model, strategic vision
models, partnership model, testing 2nd
models, partnership model, user model
models, swim lane process
models, user model, partnership model
models, viewpoint analysis models, interviews
models, viewpoint analysis, business models (customer-centricity)
models, viewpoint analysis, business processes (customer-centricity) 2nd 3rd
moderators, online communities
modes, native, snapshot replication
modules, Customer Service 2nd 3rd 4th 5th
monitoring, business performancing monitoring
MSCRM database
MSCRMDistribution database
mscrm_msde database
MSDE (Microsoft SQL Desktop Edition)
MSDE databases
MSMQ (Microsoft Message Queuing) 2nd 3rd
MtmlEncode method
multifield search (c360 SearchPac) 2nd 3rd
Name field (Contract Templates)
named user licensing 2nd
names, Organzation
naming, schema fields
naming, server databases
naming, Service Contract Templates
National Change of Address (NCOA)
Native mode trees
native mode, snapshot replication
Navigation [See report navigation]
Navigation Map 2nd
Navigation Pane (home page), Quick Create
navigation, Quick Launch customization 2nd
Navision 2nd
NCOA (National Change of Address)
Net 2nd
Net ($) field (Contract Line Items)
NET, business exchange integration
NET, customer personalization integration
NET, distributed computing
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