Working with Microsoft Dynamics(TM) CRM 3.0

Chapter 1: Microsoft Dynamics CRM 3.0 Overview

Table 1-1: Entities by Area

Chapter 3: Managing Security and Information Access

Table 3-1: Read Privileges for Gail Erickson by Access Level

Table 3-2: Privileges Granted Based on Access Level and Record Ownerships

Chapter 4: Entity Customization: Concepts and Attributes

Table 4-1: Terminology Comparison

Table 4-2: Customizations Allowed by Entity Type

Table 4-3: Bytes Required per Data Type

Table 4-4: Import Conflicts and Microsoft CRM Actions

Table 4-5: Data Type—Specific Attribute Properties

Table 4-6: Requirement Levels

Table 4-7: Data Types and Formats for Custom Attributes

Chapter 5: Entity Customization: Forms and Views

Table 5-1: Passing Parameters to IFrames

Table 5-2: Default Views for Each Activity Type

Chapter 6: Entity Customization: Relationships, Custom Entities, and Site Map

Table 6-1: Relationship Terminology

Table 6-2: Ownership Determined by Cascading Behavior

Table 6-3: Picklist Mapping Examples

Table 6-4: Supported Custom Relationships

Table 6-5: Entity Icon Specifications

Table 6-6: Application Navigation Customization Tool Summary

Table 6-7: SiteMap Attribute

Table 6-8: Area Attributes

Table 6-9: Group Attributes

Table 6-10: SubArea Attributes

Table 6-11: Privilege Attributes

Chapter 7: Reporting and Analysis

Table 7-1: Reporting and Analysis Tools in Microsoft CRM

Table 7-2: Sample Filtered View Names

Table 7-3: Microsoft CRM Reporting Parameters

Table 7-4: Report Management Tools for Various Tasks

Table 7-5: Report and Page Header Formats

Table 7-6: Page Footer Format

Chapter 8: Workflow

Table 8-1: Entities That Support Workflow Process Rules

Table 8-2: Status and Status Reason Values for Select Entities

Table 8-3: Workflow Tools

Chapter 9: Server-Side SDK

Table 9-1: SDK Version Differences

Table 9-2: Naming Conventions

Table 9-3: QueryExpression Fields

Table 9-4: Pre- and Post-Callout Events

Table 9-5: Registry Settings Locations

Table 9-6: Registry Values

Table 9-7: Audit Entity Attributes

Chapter 10: Client-Side SDK

Table 10-1: Global Methods

Table 10-2: crmForm Properties

Table 10-3: crmForm Methods

Table 10-4: crmForm.all Field Collection Properties

Table 10-5: crmForm.all Collection Methods

Table 10-6: crmForm.all.<lookupfield>.DataValue Attributes

Table 10-7: crmForm.all.<picklistfield> Properties and Methods

Table 10-8: crmForm.all.<picklistfield>.DataValue Attributes

Table 10-9: <MenuItem> Attributes

Table 10-10: <NavBarItem> Attributes

Table 10-11: WinMode = 0 Parameters

Table 10-12: WinMode = 1 or 2 Parameters

Table 10-13: <TimeBlock> Attributes