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Introduction to CRM 3.0, Core Concepts and Terminology |
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Setting up CRM 3.0 |
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Templates
Subjects
Announcements
Relationship Roles
Queues
Email Tracking
Mail Merge and Email Templates |
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Managing Security |
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Setting up Security
Roles and Business Units |
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Entity Customization |
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Customization Concepts
Attributes
Entity Relationships
Custom Entities
Application Navigation
Customizing Views
Closing Dialogs |
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Reporting and Analysis |
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Reporting and Analysis Tools
Entity Views
Dynamic Excel Files
Integration with SQL Reporting Services
Custom Reporting |
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Workflows |
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Overview of Workflows
Events, Conditions and Workflow Actions
Managing Dynamic Values
Calling External Assemblies
Debugging and Monitoring Workflows |
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Extensions using the CRM SDK |
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CRMService Web Service
CRMMetadata Web Service
Callouts
Workflow plugins
IFrames and
Scripting
ISV.Config
Integration with Sharepoint
Integration with Outlook |
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