Working with Microsoft Dynamics(TM) CRM 3.0

tabs

forms customization, 144

order, form fields, 162–163

teams, shared records, field-level security, 90–91

templates, 27–41

Article templates, 29–30

attributes, 36

Contract templates, 27–29

Coverage Dates allotment, 27

Number of Cases allotment, 27

Time allotment, 27

e-mail templates, 31–41

applications, 31

creating and sharing personal e-mail templates, 38

creating or modifying, 35–38

data fields, 36–38

inserting graphics and HTML into, 39–41

inserting templates into e-mail messages, 34–35

New Case Acknowledgement, 346–347

sending direct e-mail, 32–34

exporting, 109

Global, 31

inserting into e-mail messages, 34–35

testing

client-side SDK scripting, 475

tips, server-side SDK development environment, 411–419

third-party tools, reporting and analysis, 258, 304–305

third-pary vendors, user accounts, 74

TIFF File, as format for report exports, 284

Title attribute

announcements, 43

e-mail templates, 36

templates, 36

tokens (tracking), E-Mail Router, 56–57

Toolbar node, ISV.config files, 469–470

Tools menu commands

Internet Options, 70

Options, 193

Pop-Up Blocker, 72–73

touch points. See activities

Track In CRM button, 7, 54

tracking tokens, E-Mail Router, 56–57

trusted sites, adding to Internet Explorer, 72

Trusted Sites dialog box, 72

tweaking tab order, form fields, 162–163

Type attribute

e-mail templates, 36

templates, 36

Type attribute property, 121

Type box (Log tab), 356

Type list (Process tab), 354