Index
Numerics
1:N relationships, 880
30-day free trial for CRM Online, provisioning, 62–67
A
access credentials for email router, 800–801
incoming profiles, 800
outgoing profiles, 801
access mode, 1243
access teams, 660
access teams, templates, 675
accessing
business rules, 915
FantasySalesTeam player stats, 1321–1322
FieldOne Sky features, 1363
reports, 525
account activity settings (Yammer), 520
connections, establishing, 111–112
navigation bar options, 101–102, 106–107
new Account entity, adding, 99
recommended fields
Account Number, 99
Annual Revenue, 101
Contact Methods, 100
Credit Hold and Payment Terms, 100
Credit Limit, 100
No. of Employees, 101
Parent Account, 99
Phone and Fax, 100
Primary Contact, 99
Website field, 100
renaming, 96
reports, 108
types of, 97
Account module (Parature)
new accounts, creating, 356–357
new customers, creating, 357–358
Account Name field, 104
Account Number field, 99
account types
AppFabric Service Bus account, creating, 1028–1030
commissioner, 1306
fan, 1306
game admin, 1306
player, 1306
achievements, goals, 158
ACS (Access Control System), 1028
action calls, creating for USD toolbar, 413–415
CrmSvcUtil.exe, 1118
real-time workflows, 1117–1118
when to use, 1119
activating
contracts, 289
dialogs, 1138
Active Configuration page (USD), 433–434
Active Directory requirements for CRM deployment, 1227–1230
Active Survey Responses page (Voice of the Customer), 1432
activities, 110–111. See also campaign activities
closing, 111
service activities, 252, 262–265
rescheduling, 265
Activities option (navigation bar), 102
Activity Maps (Social Engagement), 477–478
AD FS 2.0 (Active Directory Federation Services 2.0), 1197–1198
AD FS token certificate, exporting, 1205–1208
installing, 1198
relying party trust, adding, 1210–1219
AD FS 3.0 (Active Directory Federation Services 3.0), 1198–1202
AD FS token certificate, exporting, 1205–1208
relying party trust, adding, 1210–1219
Add Connection button, 752–753
adding
assemblies to plug-ins, 1073
campaign activities to campaigns, 176–180
charts to MDM home page, 195–196
company logo to CRM interface, 964–967
connections to Social Engagement, 466–468
members to marketing lists, 168–169
using Lookup, 169
plug-ins to solutions, 928–929
products
relying party trust to AD FS, 1210–1219
required components to solutions, 926
resources to sites, 604
Social Insights controls to forms, 482–489
time slips to jobs form, 199–200
users, 653
web references to Discovery Web service, 975–976
widgets to MDM home page, 194–195, 196–197
AddList function, 1180
Addresses section (Quote form), 146–147
Administration Settings, 625–645
Microsoft Social Engagement Configuration, 645
Privacy Preferences, 643
Resources in Use (CRM Online Only), 644
Subscription Management (CRM Online Only), 644
System Notifications (CRM Online Only), 644
Auditing section, 634
Calendar section, 633
Customizations section, 637–638
Formats section, 633
Goals, 640
Reporting section, 639
Yammer Configuration, 645
administrative options for reports, 531–532
advanced customizations, 967–968. See also customizations
Custom Panel Layout component, 440–443
Advanced Find, 15. See also Quick Search
Under and Not Under option, 17
Advanced Find dialog box, 170–171
advantages
of web client, 731
Adxstudio Portals, 1325
configuring, 1329
Contact Us form, creating, 1330–1335
unsupported features, 1330
functions performed by, 1325–1326
installing, 1328
starter portals, 1329
three-step survey, creating, 1348–1353
Type attribute options, 1347–1348
Agent Scripting control, 404
agreement invoices, 1374
agreement schedules, 1372–1374
alerts, Message Center, 479–480
allocating resources for services, 257–259
analytics dashboard (Social Engagement), 472–474
Yammer, 514
Annual Revenue field, 101
anonymous link, providing to survey users, 1421
APIs
Yammer Data Export API, 495
in-app licensing enforcement, 46
Appears in Global Filter in Interactive Experience property, 346–347
AppFabric Service Bus account, creating, 1028–1030
in-application help, 1288–1289
approving, articles, 284
Apps for Dynamics CRM button, 732
architecture
interactive service hub, 319
On-Premises version, supported configurations, 34–35
Area node, 897
approving, 284
security, 286
ASP.NET, custom reports, building, 582–591
assemblies, adding to plug-ins, 1073
asset types, for solutions, 932
Assets and Media area (MDM navigation bar), 221–223
sections, 221
assigning
record ownership to teams, 99
record ownership to users, 1016–1018
associating
customers with accounts, 356
KB articles with cases, 273
report categories, 529
asynchronous mode, 1069
asynchronous workflows, 1142–1150
triggering events, 1143
attaching
debugger to host process, 1103–1106
onChange event to field controls, 907–912
attachments, adding to posts, 509–510
attributes, of entity permissions, 1336–1338
Audit and Diagnostics Settings page (USD), 434–437
Audit History option (navigation bar), 102, 112
auditing, 634
authentication
claims-based authentication, 1190–1191
forms authentication, IFD, configuring, 1210–1219
Integrated Windows Authentication, 1187–1188
MFA, 28
auto save
caveats, 89
conditions, 89
Automation page (MDM navigation bar), 208–212
automation rules, configuring for Social Engagement, 468–470
Auto-Save, Dynamics CRM for Tablets app, 708
ACS, 1028
AppFabric Service Bus account, creating, 1028–1030
Dynamics CRM 2016 development environment, configuring, 1047–1065
ExpressRoute, 1065
hosting Dynamics CRM, 1047–1065
listener applications, creating, 1041–1045
Online certificate, obtaining, 1030–1031
service bus configurations, 1028
endpoints, registering, 1031–1039
Service Bus message queues, configuring, 243–246
Windows Azure portal, main method variables, updating, 1045–1047
B
badges (FantasySalesTeam), 1316
basic customizations, 882
Card forms, 892
Main-Interactive Experience forms, 892–894
Quick Create forms, 892
view customizations, 894
Basic license, 58
best practices
for FantasySalesTeam, 1322–1323
BFPs (business process flows), 700–701
billing accounts (FieldOne Sky), 1366–1367
Bing maps, adding to forms, 889–890
Birthday field, 105
bit type option set, 872
BlackBerry support on Dynamics CRM for Phones app, 709
BPFs (business process flows), 1115, 1127–1132
default BPFs, enabling, 1128
enabling for entities, 1127–1128
branding, company logo, adding to CRM interface, 964–967
breakeven point for Online and CRM On-Premisess, 6
Budgeting area (MDM navigation bar), 223–224
building custom reports, 570–571
bulk adding users, to CRM Online, 73–74
bulk contact creation, 1018–1019
bundles, 620
business closures calendar, 268
Business Closures settings, 597
business flow branching, 18
Business Management settings, 594–624
Business Closures, 597
Customization, 624
unit groups, 623
Services, 603
article templates, 612
contract templates, 612
document templates, 617
mail merge templates, 616
business processes. See also processes
leads, removing, 125
accessing, 915
error messages, showing, 916–917
fields
default value, setting, 919
locking/unlocking, 919
visibility, setting, 919
businesses, setting up in Microsoft Dynamics CRM 2016, 1281–1283
buttons
Apps for Dynamics CRM, 732
chat buttons, creating in Parature, 370–371
creating for USD toolbar, 412–413
Microsoft Dynamics CRM 2016 for Outlook
View in CRM, 754
buzz maps, 477
C
cached data, Dynamics CRM for Tablets app, 705–708
cadence of updates, 11
calculated and rollup fields, 18–19
calculated field editor, 875–876
creating, 874
calendars
business closures calendar, 268
configuring, 633
entity list calendars, 1346–1347
holiday schedule calendar, 306–307
mail merge, 180
Campaign Canvas page (MDM navigation bar), 208–212
campaigns, 165, 172–184. See also campaign activities; quick campaigns
new campaigns, creating, 173–176
price information, entering, 174
versus quick campaigns, 172
Campaigns page (MDM navigation bar), 207–208
canceling, cases, 276
cascading rules, 881
case records, 87
Case Settings with Record Creation and Update Rules section (Service Management), 290–300
Automatic Record Creation and Update Rules, 298–300
Parent and Child Case Settings section, 294–295
Subjects, 300
canceling, 276
deleting, 275
KB articles, associating with, 273
numbering scheme, 272
resolving, 275
viewing in interactive service hub, 333–337
Cases option (navigation bar), 102
categories of reports, 523–524, 528–531
CCA Hosted Application control, 404
certifications
Online certificate for Azure, obtaining, 1030–1031
change tracking, 31
changing
service activity status, 269–270
charts, 554–563. See also reports
adding to MDM home page, 195–196
personal charts
sharing, 560
printing, 568
system charts, 557
types of, 554
using in Dynamics CRM for Tablets, 701
view, changing, 555
chat (Yammer), 516
Chat module (Parature), 370–372
chat buttons, creating, 370–371
chat queues, 371
chat queues, 371
child goals, 140
claims-based authentication, 1190–1191
classes
IOrganizationServiceFactory, 1081
IServiceProvider, 1076
ITracingService, 1082
client setup
browser clients, 1278
clients
customizations, preparing, 894
client-to-server integration (SharePoint), 1173–1176
document location options, 1177–1178
integration features, 1176–1177
record GUID in folder name, 1178–1179
clock icon (ISH navigation bar), 326–327
cloning
Close Opportunity dialog box, 139
Closed Activities, 111
closing
cloud computing
ACS, 1028
AppFabric Service Bus account, creating, 1028–1030
ExpressRoute, 1065
hosting Dynamics CRM, 1047–1065
listener applications, creating, 1041–1045
main method variables, updating, 1045–1047
Online certificate, obtaining, 1030–1031
service bus configurations, 1028
Dynamics CRM 2016 development environment, configuring, 1047–1065
collaboration
Yammer, 491
account activity, 520
announcements, 514
chat feature, 516
default configuration, 496
entities, configuring, 501–503
extending, 495
file attachments, adding to posts, 509–510
home page, 492
My Applications (Yammer), 521
opportunities, working with, 503–507
org chart settings, 518
praise, 513
SDK, 495
rules for enabling/showing, 901–903
Dynamics CRM for Tablets app, 695
Metadata Sync alert, 696
Quick Create, 695
Refresh command, 696
locations of, 901
CommandClientTypeRule, properties, 903
commands, HTTP, PATCH, 1024
commissioner account (FantasySalesTeam), 1306
Commissioner Portal (FantasySalesTeam), 1320–1321
community forums, getting support from, 1287–1288
company logo, adding to CRM interface, 964–967
comparing
campaigns and quick campaigns, 172
dialogs and workflows, 1133
leads and potential sales, 124
Online versus On-Premises versions, 5–7
infrastructure, 6
price, 6
updates, 6
compatibility
Microsoft Dynamics CRM 2016 for Outlook, previous version compatibility, 762–763
Outlook for Mac, 730
tracking with Accounts entity, 96–97
adding to dashboards, 567
in CRM email router, 789
required components, adding, 926
of a successful implementation, 593–594
conditions
for enabling/showing command bar buttons, 901–903
for support, 1285
configuration pages
creating, 925
USD, 399
configuration roles, 455
configuring
Adxstudio Portals, 1329
business closures, 597
calendars, 633
claims-based authentication, 1208–1210
Dynamics CRM 2016 development environment in Azure, 1047–1065
email router
CRM email router, 802
incoming emails, tracking, 812–813
for multiple deployments, 801
Rule Deployment Wizard, 814–817
FantasySalesTeam, 1305
forms authentication, IFD, 1210–1219
hosted controls, default UII actions, 402–404
Microsoft Dynamics CRM 2016 for Outlook, 738–742
advanced configuration, 744–746
server-side synchronization, 775–785
adding users, 453
default solution settings, 448–453
USD
Audit and Diagnostics Settings page, 434–437
USD (Unified Service Desk), hosted controls, 400–411
Voice of the Customer, 1405
Yammer, 645
default configuration, 496
connecting
Social Engagement to Dynamics CRM, 480–482
Social Insights controls, adding, 482–489
Yammer to Dynamics CRM, 498–499
connections
Social Engagement, configuring, 466–468
Connections option (navigation bar), 102
Contact Methods field, 100
Contact Us form, creating, 1330–1335
Contacts entity, 103–105. See also Account entity
bulk contact creation, 1018–1019
connections, establishing, 111–112
navigation bar options, 106–107
recommended fields, 105
renaming, 96
reports, 108
Contacts option (navigation bar), 102
activating, 289
hosted controls, CTI Desktop Manager control, 407
controls
CrmEntityFormView control, 1330
field controls, onChange event, attaching, 907–912
hosted controls, 399
Agent Scripting control, 404
CCA Hosted Application control, 404
creating, 401
CRM Page control, 406
Debugger control, 407
Global Manager control, 408
KM control, 409
Listener Hosted control, 409
listener hosted controls, 436–437
Panel Layout control, 409
Ribbon Hosted control, 409–410
Session Lines control, 410
User Notes control, 411
Social Insights controls
visual controls for mobile interfaces, 727–728
converting
currencies, 607
CopyIntoItems function, 1182–1183
copyService operations (SharePoint 2013), 1182–1183
core entities
as xRM selection criteria, 44
cost
breakeven point, 6
of Online add-on features, 60
of Online version, 35
of On-Premises licenses, 6
Create method, 978–980, 994–995
new accounts, creating, 978
Create Order dialog box, 152
creating
appointments, 269
calculated fields, 874
charts, personal charts, 557–559
chat buttons in Parature, 370–371
configuration pages, 925
email marketing messages, 214–220
entities, with Quick Create, 329
EULA in Parature, 366
hosted controls, 401
incidents, 1290
landing pages, 220
listener applications, 1041–1045
quotes, 144
report categories, 530
reports, with Report Wizard, 533–539
solutions, 923
streams in Social Engagement, 475–477
territories, 603
Credit Hold and Payment Terms field, 100
Credit Limit field, 100
criteria, 163
for goals, setting, 163
core entities, 44
licensing model, 45
user experience, 43
CRM 2016 Report Authoring Extension, 532
CRM Configuration Migration, 955–959
components, 789
tasks performed by, 788
comparing with On-Premises version, 5–7
data centers
Microsoft data centers, 54
dual licensing, 36
interactive service hub, 19
direct link to, 321
new Microsoft licensing paradigm, 61–62
user capabilities, 59
production instances, adding, 76–79
regional data redundancy, 55
signing up for, 62
subscription management, 74–75
in-application help, 1288–1289
Enhanced support, 1291
incidents, creating, 1290
Microsoft support page, 1290–1291
Premier support, 1292
Professional direct support, 1291–1292
Service Dashboard, 1288
subscription support, 1287
system health status, checking, 76
user administration, bulk adding users, 73–74
users
Yammer, removing, 501
Active Directory modes, 1227–1230
Adxstudio Portal deployment, 1327–1328
claims-based authentication, configuring, 1208–1210
comparing with Online version, 5–7
dual licensing, 36
disabling, 1223
DNS server, configuring, 1222–1223
interactive service hub, 19
direct link to, 321
multiple server deployments, 1247–1251
operating system requirements, 1227
SharePoint integration, 1233–1234
single-server deployment, 1226, 1247
supported configurations, 34–35
updates, 7
Yammer, removing, 501
CRM Page control, 406
CrmEntityFormView control, 1330
CTI Desktop Manager control, 407
Custom Code Validation Tool, 907
Custom Panel Layout component (USD), 440–443
default logo, changing, 440–441
custom workflow activities, 1162–1165
deploying, 1164
customer experience, Parature, 21–22
Customer module (Parature), 356
Customer Service Schedule option (Service Terms group), 307–310
customers, 95, 330–333. See also leads
associating
with accounts, 356
with products, 369
converting to from leads, 128–131
customization file (USD), 432–433
advanced customizations, 967–968
basic customizations, 882
view customizations, 894
client customizations, preparing, 894
command bar, RibbonDiffXml node, 903–905
command bar customizations, 901–905
comparing Online and On-Premises versions, 6
Developer Resources page, 953–955
form customizations
Custom Code Validation Tool, 907
for interactive service hub, 340–341
migrating from previous versions, 952
navigation bar customization, 895–901
publishing, 894
for Social Engagement, 465–466
unsupported, 871
customizing
FieldOne Sky mobile app, 1387–1400
lead fields, 130
D
dashboards, 563–568. See also interactive experience dashboards
analytics (Social Engagement), 472–474
components, adding, 567
entity dashboards, 352
grids, 563
interactive service hub, 321–322
stream records, 322–323, 329–330
tile view, 322
visual filters, 322
predefined system dashboards, 563
Sales dashboard, 693
Server-Side Synchronization Performance Dashboard, 785
service dashboard, 1288
sharing, 568
Social Insights controls, 489–490
Survey Dashboard, 1431
data centers
Microsoft data centers, 54
Data Management settings, 675
data replication, 55
data types
calculated field support, 873–874
rollup field support, 876
datetime type option set, 873
Debugger control, 407
attaching debugger to host process, 1103–1106
with Plug-in Profiler, 1106–1111
decimal type option set, 873
default BPFs, enabling, 1128
Default Preferences page (Social Engagement), 449–450
default properties of IFRAMES, 888–889
default UII actions for hosted controls, 402–404
deleting new accounts, 986–987
deleting
cases, 275
quotes, 149
dependencies, displaying, 926–927
deploying
custom workflow activities, 1164
reports in SSRS, 580
Voice of the Customer, 1402–1405
deployment options
deregistering, plug-ins, 1101–1102
designing
Developer Resources page, 953–955
development. See also SDK
Developer Resources page, 953–955
Dynamics CRM 2016 development environment, configuring in Azure, 1047–1065
IExecutionContext class, 1077–1081
IOrganizationServiceFactory class, 1081
IServiceProvider class, 1076
ITracingService class, 1082
dialog boxes
Close Opportunity, 139
Create Order, 152
Handler Properties, 911
Look Up address, 147
Look Up Records, 169
Resolve Case, 275
Service Endpoint Registration, 1034–1035
Virtual Machine Configuration, 1049–1050
Windows Security, 1188
dialog sessions, 112
activating, 1138
input arguments, 1134
variables, 1134
disabling
IFD, 1223
users, 656
disadvantages
of web client, 731
of web interface for JavaScript, 912
Discovery Web service, 975–976
multi-tenancy, 975
web references, adding, 975–976
displaying
distributing plug-ins, 1112–1113
divisions, 236
DLL (dynamic link library) files, 1073
DNS server, IFD configuration, 1222–1223
Do Not Allow for email error, 100–101
document libraries, 112
Document Management console, SharePoint integration, 1169–1170
Document Management settings, 676
documents. See also reports
SharePoint location options, 1177–1178
templates, 617
uploading to OneDrive, 862–863
Documents option (navigation bar), 102
domains, 1222
Double Opt-in for Emails warning (MDM), 193
Download module (Parature), 365–367
downloading
Dynamics CRM for Phones app, 709
draft status for quotes, 145
drag and drop operations, performing, on fields, 886
dual licensing, 36
dynamic marketing lists, 167
Dynamics CRM, products, 3–4, 11–12
Dynamics CRM Entity Model, 871–882
data types, 872
messages, 882
1:N relationships, 880
N:1 relationships, 880
N:N relationships, 880
Dynamics CRM for Phones app
downloading, 709
features, 727
required privileges, 710
supported operating systems, 709
visual controls for mobile interfaces, 727–728
Dynamics CRM for Tablets app, 682
Auto-Save, 708
charts, 701
command bar, 695
Metadata Sync alert, 696
Quick Create, 695
Refresh command, 696
CRM for Mobile privilege, form options, 686–688
for read-only operations, 692
for read-write operations, 691–692
home page, 693
installing on Windows 10, 682–686
limitations of, 691
lookup fields, 688
multi-entity quick search, 702–705
records, navigating, 689
server-side extensibility, 708
Stakeholders and Sales Team lists, 698–700
viewing images, 708
Dynamics Marketing. See marketing
E
E2T (email to ticket conversion), 372–375
for plug-ins, 1076
regular operations
Delete method, 996
Retrieve method, 995
RetrieveMultiple method, 996
Update method, 997
editing
existing CRM Online users, 71–73
KB articles, 365
report with Visual Studio, 532
surveys
XML files, 895
effect of licensing on design, 48–49
converting to tickets, 372–375
components, 789
tasks performed by, 788
Double Opt-in for Emails warning (MDM), 193
email router
configuring for multiple deployments, 801
CRM email router, configuring, 802
incoming emails, tracking, 812–813
installing on multiple computers, 797–799
Rule Deployment Wizard, 814–817
Email Router Configuration Manager tool, 799
marketing options, 39
configuration wizard, 28
MFA, 28
Microsoft Dynamics CRM 2016 for Outlook, 733–734
POP3 email servers, manual rule creation, 817–819
sender address, creating, 234–235
server-side synchronization, 774–775
services, configuring, 789–793
SMTP requirements for CRM deployment, 1236
undelivered email, warning message, 791
Unsubscribe option, 187
Email Router Configuration Manager tool, 799
embedding, videos in KB articles, 366–367
enabling
Microsoft OneDrive integration, 859–861
Microsoft OneNote integration, 847–856
users, 656
end application, as xRM selection criteria, 42–43
endpoints, Azure service bus endpoints, registering, 1031–1039
Enhanced support, 1291
Enterprise license, 58
enterprise social software, 491
Account Number field, 99
Annual Revenue field, 101
connections, establishing, 111–112
Contact Methods field, 100
Credit Hold and Payment Terms field, 100
Credit Limit field, 100
navigation bar options, 106–107
new Account entity, adding, 99
No. of Employees, 101
Parent Account field, 99
Phone and Fax field, 100
Primary Contact field, 99
reports, 108
types of, 97
Website field, 100
base entities, 45
Competitor, 98
connections, establishing, 111–112
navigation bar options, 106–107
recommended fields, 105
reports, 108
creating with Quick Create, 329
security roles, granting, 948–952
Dynamics CRM Entity Model, 871–882
enabling for Dynamics CRM for Phones app, 710–711
forms
Social Insights controls, 482–489
multi-entity quick search, 702–705
renaming, 96
Entitlements option (navigation bar), 102
entity dashboards, 352
entity forms (Adxstudio Portals)
Contact Us form, creating, 1330–1335
unsupported features, 1330
entity lists (Adxstudio Portals), 1338–1347
entity searches (USD), 416–420
ERP systems, CRM, integrating, 100
error messages, displaying, 916–917
Est. Closed Date field, 133
Est. Revenue field, 133
establishing connections, 111–112
EULA (end-user license agreement), creating in Parature, 366
evaluating members of marketing lists, 171
event handling
Custom Code Validation Tool, 907
web interface, disadvantages of using, 912
Exchange
requirements for CRM On-Premises deployment, 1235–1236
server-side synchronization enhancements, 27
synchronization folders, 28
checking for entity existence, 998–999
custom entities, creating, 999–1002
querying metabase to retrieve values, 1002
ExecuteMultipleRequest message, 1018–1019
Settings parameter, 1018
expanding process steps, 119
experience dashboards, 19. See also dashboards
exporting
available formats, 546
RDL format, 548
exposing reports to SSRS, 549–551
ExpressRoute, 1065
extended CRM, 41
extending
CRM-SharePoint integration, 1180–1183
entities, configuring, 1180
RetrieveAbsoluteAndSiteCollectionUrlRequest, 1180
USD with UII components, 438–440
Yammer, 495
F
Facilities/Equipment settings, 597–598
families, 618
fan account (FantasySalesTeam), 1306
fans (FantasySalesTeam), 1318–1319
Fans Portal (FantasySalesTeam), 1319
Fantasy Teams model (FantasySalesTeam), 1308–1310
commissioner, 1306
fan, 1306
game admin, 1306
player, 1306
Commissioner Portal, 1320–1321
configuring, 1305
Fantasy Teams model, 1308–1310
final configurations, 1312
Fixed Teams model, 1311
FST TV model, 1311–1312, 1319–1320
No Teams model, 1311
handicaps, 1315
player badges, 1316
feature releases, 53
features
of Adxstudio Portals, 1326–1327
of FieldOne Sky, accessing, 1363
feedback, reacting to, 470
FetchXML reports, 523, 551–553
left outer joins, 553
query schema, 533
required components, 553
XML query string, creating, 551–552
field security profiles, 653, 671–674
field-level security, 17
FieldOne Sky, 1356
agreement invoices, 1374
agreement schedules, 1372–1374
features, accessing, 1363
fields, configuring, 1364–1366
customizing with Woodford solution, 1387–1400
scheduling with list view, 1383–1385
scheduling with map view, 1385–1386
routing engine, 1380
service accounts, 1366
Account Name, 104
Account Number, 99
Annual Revenue, 101
Appears in Global Filter in Interactive Experience option, 346–347
Birthday, 105
calculated and rollup fields, 18–19
creating, 874
configuring in FieldOne Sky, 1364–1366
Contact Methods, 100
controls, attaching onChange event, 907–912
Credit Hold and Payment Terms, 100
Credit Limit, 100
data types, 872
default values, setting, 919
Est. Closed Date, 133
Est. Revenue, 133
field security profiles, 671–674
filtering, 326
locking/unlocking, 919
moving, 886
No. of Employees, 101
Owner, 133
Parent Account, 99
Primary Contact, 99
setting as required, 918
Sortable in Interactive Experience Dashboard property, 348
Status, 133
value, setting with business rules, 917–918
visibility, setting, 919
Website, 100
file attachments, adding to posts, 509–510
filters
field filters, 326
visual filters, 322
finding status of quick campaigns, 188
Fixed Teams model (FantasySalesTeam), 1311
float type option set, 873
folder-level tracking, 746
folders, SharePoint, creating, 1172–1173
forests, 1227
Form option (navigation bar), 106
format
of updates, 7
of version numbers, 937
authentication, IFD, configuring, 1210–1219
Card forms, 892
case form, 334
Competitor, 141
Contact Us form, creating, 1330–1335
creating with Dynamics CRM for Phones app, 711–713
customizing with JavaScript, 906–913
displayed elements in Dynamics CRM for Tablets app, 689–691
entity forms (Adxstudio Portals), 1329–1335
Main forms, customizing, 883–890
Main-Interactive Experience forms, 342, 892–894
Quick Create forms, 892
quick create forms, 86
Social Insights controls, adding, 482–489
troubleshooting, 15
three-step survey, creating, 1348–1353
Type attribute options, 1347–1348
FST TV model (FantasySalesTeam), 1311–1312, 1319–1320
functions
Addlist, 1180
GetList, 1180
G
game admin account (FantasySalesTeam), 1306
gamification
Commissioner Portal, 1320–1321
configuring, 1305
Fantasy Teams model, 1308–1310
final configurations, 1312
Fixed Teams model, 1311
FST TV model, 1311–1312, 1319–1320
leaderboard (FantasySalesTeam), 1322–1323
No Teams model, 1311
generating
reports
Word templates, 830–831, 831–835
geographic instance of CRM, 9
GetList function, 1180
GFS (Global Foundation Services), 54
Global Manager control, 408
goals, 158, 640. See also goal metrics
child goals, 140
criteria for, setting, 163
parent goals, 140
granting security roles for custom entities, 948–952
grids, 563
Group node, 897
H
handicaps (FantasySalesTeam), 1315
Handler Properties dialog box, 911
header section for opportunities, 133
health status, checking for CRM Online, 76
hierarchy relationship visualization, 16–17
Management Chain and Position Hierarchy options, 17
hierarchy security, 674
HIPAA (U.S. Health Insurance Portability and Accountability Act), 57–58
holiday schedule calendar, 306–307
holidays, business closures calendar, 268
home page
Dynamics CRM for Tablets app, 693
Yammer, 492
widgets, adding, 194–195, 196–197
hosted controls, 399
Agent Scripting control, 404
CCA Hosted Application control, 404
creating, 401
CRM Page control, 406
Debugger control, 407
Global Manager control, 408
KM control, 409
Listener Hosted control, 409
listener hosted controls, 436–437
Panel Layout control, 409
Ribbon Hosted control, 409–410
Session Lines control, 410
User Notes control, 411
hosted deployment (Adxstudio Portals), 1327
hosting Dynamics CRM using Azure, 1047–1065
HTTP (Hypertext Transfer Protocol), 971–972
PATCH command, 1024
hybrid xRM deployment, 48
I
IaaS (infrastructure-as-a-service), 1027
Azure-hosted Dynamics CRM, 1047–1065
ExpressRoute, 1065
icons, clock icon (ISH navigation bar), 326–327
IExecutionContext class, 1077–1081
IFD (Internet-Facing Deployment), 1187–1190
configuring, 1198
installing, 1198
relying party trust, adding, 1210–1219
relying party trust, adding, 1210–1219
claims-based authentication, 1190–1191
disabling, 1223
DNS server, configuring, 1222–1223
omitting from IFD configuration, 1194–1196
IFRAMES
default properties, changing, 888–889
IG (Implementation Guide), 1283
IIS requirements for CRM deployment, 1230–1232
image type option set, 872
images
viewing in Dynamics CRM for Tablets app, 708
Import Data Wizard, 181
importing
with processes or plug-ins, 939–940
incidents, creating, 1290
incoming emails
incoming profiles
email router access credentials, 800
increasing survey response rates, 1401
industry standards, Online version certifications, 57–58
infrastructure, comparing Online and On-Premises versions, 6
initial setup and configuration
MDM
Double Opt-in for Emails warning, 193
license/subscription agreement, 191
role selection, 192
SMS Marketing Information warning, 193
Standardized KPIs for SMS warning, 194
Turn On Full Text warning, 192
Social Engagement, setting solution defaults, 448–453
input arguments for dialogs, 1134
installing
AD FS 2.0, 1198
Adxstudio Portals, 1328
CRM 2016 Report Authoring Extension, 571–573
Dynamics CRM for Phones app, 713–726
Dynamics CRM for Tablets app on Windows 10, 682–686
on multiple computers, 797–799
MDM 19.2.5056 Language Pack.msi, 237–238
Microsoft Dynamics CRM, 1259–1269
Microsoft Dynamics CRM 2016 for Outlook, 735–738
Rule Deployment Wizard, 793–797
updates, 1295
Voice of the Customer, 1402–1404
int type option set, 872
Integrated Windows Authentication, 1187–1188
IntelliSense, 875
interaction roles, 455
interactive experience dashboards, 19
interactive service hub, 19–21, 319–323
architecture, 319
entity dashboards, 352
tile view, 322
visual filters, 322
direct links to, 321
fields
Appears in Global Filter in Interactive Experience option, 346–347
Sortable in Interactive Experience Dashboard option, 348
Main-Interactive Experience forms, 342
field filters, 326
My Active Accounts view, 330–331
Quick Create, 329
social profiles, viewing, 332–333
streaming, 19
Tier 1 users, 319
Tier 2 users, 319
business flow branching, 18
calculated and rollup fields, 18–19
command bar. See command bar
dashboards, 19
field-level security, 17
hierarchy relationship visualization, 16–17
interactive service hub, 19
for mobile environments, 37–38
Form option, 106
opening, 84
quick create forms, 86
quick search option, 86
Recently Viewed option, 85
knowledge options, 23
product catalog, 18
Quick Search, 15
Social Engagement, 22–23, 445–446
themes, 14
USD, 22
welcome splash screen, 82
Internet Connector license, 60
Internet Explorer Developer Tools, 913
Internet Explorer, setting security level, 1189–1190
invoices, 142–143, 155–158. See also orders
agreement invoices, 1374
marking as paid, 157
IOrganizationServiceFactory class, 1081
IServiceProvider class, 1076
ServiceManagement node, 900–901
ITracingService class, 1082
J
JavaScript. See also JSON
assigning records to users, 1016–1018
form customizations, Custom Code Validation Tool, 907
web interface, disadvantages of using, 912
OData web service, querying, 1003–1014
records
SOAPLogger solution, 1014–1016
Jobs section (MDM Projects area), 199–200
jQuery, adding to solutions, 941–943
JSON (JavaScript Object Notation), 972–973
K
KB (knowledge base) articles, 362–365
associating with cases, 273
editing, 365
in interactive service hub, 337–340
keywords, 364
in KB articles, 364
KM control, 409
Knowledge Base Management section (Service Management), 310–311
knowledge options (Parature), 23
L
Labels page (Social Engagement), 452
landing pages, creating, 220
language pack, installing, 237–238
languages, default, selecting (Social Engagement), 450–451
late binding, 993
layout
of personal charts, changing, 560–561
selecting for dashboards, 349–351
of surveys, designing, 1417–1420
leaderboard (FantasySalesTeam), 1322–1323
closed leads, reactivating, 130–131
converting to customers, 128–131
fields, customizing, 130
new leads, creating, 117
opportunities, 125
versus potential sales, 124
removing from business processes, 125
lead-to-opportunity sales process, 117–123
opportunity, selecting, 120–121
stages, navigating between, 119–120
left outer joins, 553
access mode, 1243
in-app licensing enforcement, 46
dual licensing, 36
EULA, creating in Parature, 366
hybrid xRM deployment, 48
Internet Connector license, 60
new Microsoft licensing paradigm, 61–62
user capabilities, 59
for On-Premises version, 60
pure xRM deployment, 48
upgrades, 1246
as xRM selection criteria, 45
Yammer, 1245
life cycle
of orders, 153
List Component (SharePoint), 30
listener applications, creating, 1041–1045
Listener Hosted control, 409
listener hosted controls, 436–437
listening, social media search rules, 456–465
listing solutions in Microsoft Dynamics Marketplace, 952–953
listsService operations (SharePoint 2013), 1180–1182
locating resources in service calendar, 262
Location Groups page (Social Engagement), 453
locking
fields, 919
marketing lists, 167
logo, default USD logo, changing, 440–441
Look Up address dialog box, 147
Look Up Records dialog box, 169
lookup type option set, 873
M
mail merge campaign activities, 180
mail merge templates, 616
Main forms
fields, adding/removing, 886
IFRAMES
default properties, changing, 888–889
sections, adding/removing, 884–885
tabs, adding/removing, 883–884
Main method variables, updating, 1045–1047
Main-Interactive Experience forms, 342, 892–894
Management Chain and Position Hierarchy options, 17
managing
metadata
checking for entity existence, 998–999
custom entities, creating, 999–1002
Online CRM subscriptions, 74–75
report categories, 530
roles, 656
installing, 1295
marketing, 165–166. See also marketing lists; sales
price information, entering, 174
versus quick campaigns, 172
MDM, 39
email marketing, 39
enhanced campaign and lead management, 39
Marketing Execution area (MDM navigation bar), 204–220
landing pages, creating, 220
base entity, 166
dynamic marketing lists, 167
locking, 167
using Lookup, 169
Marketing Lists option (navigation bar), 102
marketplace solutions, 952
marking invoices as paid, 157
matching accounts, retrieving with RetrieveMultiple method, 984–985
materials, 252
MDM (Microsoft Dynamics Marketing), 39, 189. See also marketing
CRM Online configurations, 240–246
CRM On-Premises configuration, 246–249
Microsoft Dynamics Marketing Connector, 239–240
email marketing, 39
widgets, adding, 194–195, 196–197
initial setup and configuration, 190–194
Double Opt-in for Emails warning, 193
license/subscription agreement, 191
role selection, 192
SMS Marketing Information warning, 193
Standardized KPIs for SMS warning, 194
Turn On Full Text warning, 192
key features, 190
Assets and Media area, 221–223
Marketing Execution area, 204–220
UI, 190
MDM 19.2.5056 Language Pack.msi, installing, 237–238
members
adding to marketing lists, 168–169
using Lookup, 169
removing from marketing lists, 171
merging marketing lists, 171–172
message-entity support for plug-ins.xlsx, 1067
messages, 882
email marketing messages, creating, 214–220
error messages, showing, 916–917
ExecuteMultipleRequest, 1018–1019
Settings parameter, 1018
RetrieveAbsoluteAndSiteCollectionUrlRequest, 1180
Service Bus messages, receiving, 1041–1045
SOAP, assigning records to users, 1016–1018
undelivered email, warning message, 791
metadata
checking for entity existence, 998–999
custom entities, creating, 999–1002
querying metabase to retrieve values, 1002
Metadata Sync alert (Dynamics CRM for Tablets app), 696
methods
new accounts, creating, 978
deleting new accounts, 986–987
checking for entity existence, 998–999
custom entities, creating, 999–1002
querying metabase to retrieve values, 1002
Main method, updating variables, 1045–1047
RetrieveMultiple, 982–986, 996
all accounts, retrieving, 982–983
matching accounts, retrieving, 984–985
metrics
for field services, 1355
MFA (multifactor authentication), 28
Microsoft CRM Outlook client, 1237–1239
Microsoft data centers, 54
Microsoft Delve integration, 864–867
Microsoft Dynamics CRM 2016 for Outlook, 733–734, 788
Add Connection button, 752–753
advanced configuration, 744–746
client setup, 735
folder-level tracking, 746
previous version compatibility, 762–763
synchronizing CRM and Outlook, 745
View in CRM button, 754
Microsoft Dynamics CRM 2016 Online. See CRM Online
Microsoft Dynamics CRM 2016 On-Premises. See CRM On-Premises
Microsoft Dynamics CRM Email Router, software and application requirements, 1234–1235
Microsoft Dynamics CRM for Good, 39
Microsoft Dynamics CRM Reporting Extensions, 1233
Microsoft Dynamics Marketing Connector
MDM/CRM integration, CRM Online configurations, 240–246
requirements, 239
Microsoft Dynamics Marketplace, 952–953
Microsoft Dynamics Social Engagement. See Social Engagement
Microsoft Excel integration, 835–846
Excel templates
personal Excel templates, 846
selecting, 844
system Excel templates, 846
Microsoft OneDrive integration, 858–863
Microsoft OneNote integration, 847–858
Microsoft SQL Server requirements for CRM deployment, 1232–1233
Microsoft support page, 1290–1291
Microsoft Word integration, 821–837
Word templates
selecting, 830
migrating
customizations from previous versions, 952
mobile apps
customizing with Woodford solution, 1387–1400
scheduling with list view, 1383–1385
scheduling with map view, 1385–1386
mobile environment
Cortana, 39
Microsoft Dynamics CRM for Good, 39
mobile clients, 36
mobile development helper, 36
offline access, 38
Mobile Express, 709
mobility
Adxstudio Portals, 1325
configuring, 1329
functions performed by, 1325–1326
installing, 1328
starter portals, 1329
CRM for Mobile privilege, 682–686
Dynamics CRM for Phones app, 709
BlackBerry support, 709
downloading, 709
features, 727
required privileges, 710
supported operating systems, 709
Dynamics CRM for Tablets app, 682
charts, 701
command bar, 695
home page, 693
installing on Windows 10, 682–686
lookup fields, 688
multi-entity quick search, 702–705
records, navigating, 689
server-side extensibility, 708
Stakeholders and Sales Team lists, 698–700
viewing images, 708
money type option set, 873
moving
fields, 886
multi-entity quick search, 702–705
multi-geo instance support, 31
multiple leads, converting at once, 131
multiple server deployments, 1247–1251
multi-stream data interaction, 19
multi-tenancy, 975
My Active Accounts view (interactive service hub), 330–331
My Applications (Yammer), 521
N
N:1 relationships, 880
Account entity options, 106–107
Audit History option, 112
Contacts entity options, 106–107
in earlier CRM versions, 82–83
Form option, 106
opening, 84
Projects area, approvals, 202–204
quick create forms, 86
quick search option, 86
Recently Viewed option, 85
Settings area, sender address, creating, 234–235
navigation bar (Dynamics CRM for Tablets app), 693–695
navigation bar (interactive service hub), 324–340
field filters, 326
My Active Accounts view, 330–331
Quick Create, 329
social profiles, viewing, 332–333
Assets and Media area, 221–223
sections, 221
Marketing Execution area, 204–220
landing pages, creating, 220
divisions, 236
language pack, installing, 237–238
result types, 236
network settings (Yammer), 518–520
new accounts, creating programmatically, 978
new Microsoft licensing paradigm, 61–62
new opportunities, creating, 132–133
new organizations, provisioning, 1274–1278
new services, creating, 253–259
new users, adding to CRM Online, 68–71
N:N relationships, 880
No. of Employees field, 101
No Teams model (FantasySalesTeam), 1311
non-production instances, purchasing, 60
Under and Not Under option (Advanced Find), 17
notification window (Yammer), 494
ntext type option set, 873
n-tier application model, 870
NuGet, 1073
numbering scheme for cases, 272
O
objects, removing, 44
obtaining
Online certificate for Azure, 1030–1031
Parature trial account, 353
OData
SOAPLogger solution, 1014–1016
Web API, 1020
OData (Open Data Services), 973–975
Office 365, 51
CRM Online trial account, provisioning, 62–67
Office Delve, 29
Microsoft Delve integration, 864–867
Microsoft Excel integration, 835–846
Excel templates, creating, 837–842
Excel templates, selecting, 844
Excel templates, uploading, 842–843
personal Excel templates, 846
system Excel templates, 846
Microsoft OneDrive integration, 858–863
Microsoft OneNote integration, 847–858
Microsoft Word integration, 821–837
advanced Word templates, 831–835
personal Word templates, 835–836
system Word templates, 836–837
Word templates, creating, 821–827
Word templates, generating, 830–831
Word templates, selecting, 830
Word templates, uploading, 828–829
offline access
Dynamics CRM for Tablets app, 705–708
for mobile users, 38
offline deployment (plug-ins), 1070
OnChange event, 906
onChange event, attaching to field controls, 907–912
OneDrive for Business, 29
OneNote integration, 28–29, 1183–1185
OnLoad event, 906
OnReadyStateComplete event, 906
OnSave event, 906
opening
cases, 334
navigation bar, 84
operating system requirements for On-Premises CRM, 1227
header section, 133
for leads, 125
new opportunities, creating, 132–133
probability rating, 140
working with in Yammer, 503–507
Opportunities option (navigation bar), 102
optimistic concurrency, 31
option sets, 872
orders, 142–143, 152–155. See also quotes
life cycle, 153
posting in back-end/ERP system, 157
pricing, 155
status options, 153
org chart settings (Yammer), 518
new accounts, creating programmatically, 978
deleting new accounts, 986–987
managing metadata
checking for entity existence, 998–999
custom entities, creating, 999–1002
querying metabase to retrieve values, 1002
records, assigning to users, 1016–1018
RetrieveMultiple method, 982–986
all accounts, retrieving, 982–983
matching accounts, retrieving, 984–985
SOAPLogger solution, 1014–1016
organizational information for users, 650–652
outcomes, response outcomes, 1432–1433
outgoing email, configuring, 792–793
outgoing profiles, email router access credentials, 801
configuration wizard, 28
Exchange
server-side synchronization enhancements, 27
synchronization folders, 28
MFA, 28
Microsoft CRM Outlook client, 1237–1239
Microsoft Dynamics CRM 2016 for Outlook, 733–734
Add Connection button, 752–753
advanced configuration, 744–746
client setup, 735
folder-level tracking, 746
synchronizing CRM and Outlook, 745
View in CRM button, 754
Outlook for Mac compatibility, 730
soft Dynamics CRM 2016 for Outlook, 788
Owner field, 133
P
PaaS (platform-as-a-service), 1027
packages
pages
removing from surveys, 1411
paid invoices, 157
Panel Layout control, 409
parameters for reports, 581–582
Account module
new accounts, creating, 356–357
new customers, creating, 357–358
chat buttons, creating, 370–371
chat queues, 371
Customer module, 356
EULA, creating, 366
editing, 365
keywords, 364
knowledge options, 23
associating products with customers or accounts, 369
product catalog folder, creating, 368
product filtering, 368
Registered Customers filter, 355
trial account, obtaining, 353
Parent Account field, 99
Parent and Child Case Settings section (Service Management), 294–295
parent goals, 140
PATCH command, 1024
patches
Performance area (MDM navigation bar), 224–226
permissions
for configuration roles, 455
entity permissions (Adxstudio Portals), 1336–1338
for external party access, 33
for interaction roles, 455
for records, 99
removing, 44
for scheduling reports, 542
SharePoint, 1167
personal charts
sharing, 560
components, adding, 567
sharing, 568
personal Excel templates, 846
personal Word templates, 835–836
piped data, using in surveys, 1422–1428
planning activities for campaigns, 175–176
platform, 12
improvements to, 30
player account (FantasySalesTeam), 1306
player badges (FantasySalesTeam), 1316
Players Portal (FantasySalesTeam), 1313–1318
handicaps, 1315
player badges, 1316
Plug-in Profiler, debugging plug-ins with, 1106–1111
Plug-In Registration tool, 1031–1040
integrating with Visual Studio 2015, 1087–1090
assemblies, adding, 1073
asynchronous mode, 1069
attaching debugger to host process, 1103–1106
with Plug-in Profiler, 1106–1111
deployment types, 1070
IExecutionContext class, 1077–1081
IOrganizationServiceFactory class, 1081
IServiceProvider class, 1076
ITracingService class, 1082
early binding, 1076
impersonation, 1096
filtering attributes, 1098
rollback, 1070
server deployment, 1070
stages, 1070
synchronous mode, 1069
when to use, 1071
POP3 email servers, manual rule creation, 817–819
POR (partner of record), 1292
positions, 674
post alerts, 479
posting
orders in back-end/ERP system, 157
post-operation stages, 1070
Powershell commands, entering for Yammer/CRM integration, 496–497
praise (Yammer), 513
predefined report parameters, 581–582
predefined system dashboards, 563
preferences setting (Yammer), 521–522
preferred solutions, 1359
Premier support, 1292
pre-operation stages, 1070
preparing client customizations, 894
previewing, surveys, 1420
pricing
breakeven point, 6
comparing Online and On-Premises versions, 6
Online version, 35
selecting for orders, 155
for Social Engagement subscriptions, 446–447
Primary Contact field, 99
principles of customization, 870–871
printing
charts, 568
privacy, 56–57. See also security
preferences, 643
Privacy page (Social Engagement), 453
private message rules, 463–465
CRM for Mobile, 686
Dynamics CRM for Phones app, 710
probability rating, 140
Process Center, 679
process flows, business flow branching, 18
processes, 112
CrmSvcUtil.exe, 1118
real-time workflows, 1117–1118
when to use, 1119
default BPFs, enabling, 1128
enabling for entities, 1127–1128
activating, 1138
input arguments, 1134
variables, 1134
importing/exporting, 1157–1158
lead-to-opportunity sales process, 117–123
new leads, creating, 117
opportunity, selecting, 120–121
promoting to next stage, 121–122
stage gating, 123
stages, navigating between, 119–120
steps, expanding, 119
workflows
custom workflow activities, 1162–1165
events, 1150
families, 618
unit groups, 623
product catalog folder, creating in Parature, 368
Product module (Parature), 367–369
associating products with customers or accounts, 369
product catalog folder, creating, 368
product filtering, 368
production instances, adding, for Online version, 76–79
adding to opportunities, 133–138
competitive products, 141
posting in back-end/ERP system, 157
pricing, 155
status options, 153
associated opportunities, 143–145
creating, 144
deleting, 149
revising, 146
scenarios, 143
status options, 144
workflows, adding steps, 1145–1146
Professional direct support, 1291–1292
Professional license, 58
profile settings (Yammer), 517–518
Projects area (MDM navigation bar), 198–204
promoting processes to next stage, 121–122
properties
for CommandClientTypeRule, 903
field properties
Appears in Global Filter in Interactive Experience, 346–347
Sortable in Interactive Experience Dashboard, 348
IExecutionContext class, 1077–1081
provisioning process
for new organizations, 1274–1278
Publish pane (Social Engagement), 476–477
publishing, customizations, 894
purchasing
non-production instances, 60
storage, 60
pure xRM deployment, 48
Q
querying
FetchXML query schema, 533
left outer joins, 553
metabase to retrieve values, 1002
XML query string, creating, 551–552
questions
chat queues (Parature), 371
versus campaigns, 172
finding status of, 188
Dynamics CRM for Tablets app, 695
Quick Search, 15
quick search option (navigation bar), 86
associated opportunities, 143–145
creating, 144
deleting, 149
draft status, 145
revising, 146
scenarios, 143
status options, 144
R
RAD (rapid application design), 42
ranking, partners, 1297
Rating setting for leads, 125–126
RDL (Report Definition Language), 548
reacting to feedback, 470
reactivating, closed leads, 130–131
real-time workflows, 1117–1118
Recently Viewed option (navigation bar), 85
records. See also fields
case records, 87
fields, calculated and rollup fields, 18–19
hierarchy relationship visualization, 16–17
navigating in Dynamics CRM for Tablets app, 689
ownership, assigning to teams, 99
permissions, 99
sharing with teams, 659
stream records (interactive service hub), 322–323
updating, 1024
redundancy
regional data redundancy, 55
references, adding to plug-ins, 1073–1082
regional data redundancy, 55
Registered Customers filter (Parature), 355
registering
Custom Panel Layout component, 441–442
plug-ins, 1068–1069, 1090–1101
filtering attributes, 1098
service bus endpoints, 1031–1039
regular operations for early binding
Delete method, 996
Retrieve method, 995
RetrieveMultiple method, 996
Update method, 997
relationships, 97–98, 609–611, 879–882
1:N relationships, 880
N:1 relationships, 880
N:N relationships, 880
relying party trust, adding to AD FS, 1210–1219
removing
leads from business processes, 125
pages from surveys, 1411
permissions, 44
removing from marketing lists, 171
solutions, 943
Yammer from CRM, 501
renaming
entities, 96
SharePoint document location, 1178
reopening opportunities, 139–140
reports
Reporting Extensions for SSRS, setting up, 1269–1273
reports, 108, 285–286, 523–524
accessing, 525
administrative options, 531–532
categories of, 523–524, 528–531
CRM 2016 Report Authoring Extension, 532
building with ASP.NET, 582–591
deploying, 580
editing with Visual Studio, 532
available formats, 546
RDL format, 548
left outer joins, 553
query schema, 533
required components, 553
XML query string, creating, 551–552
generating from entities, 526–527
Microsoft Dynamics CRM Reporting Extensions, 1233
predefined parameters, 581–582
permission requirements, 542
running reports on a schedule, 544–546
permission requirements, 548–549
viewing, 525
required fields
creating with business rules, 918
stage gating, 123
requirements
for Microsoft Dynamics CRM 2016 for Outlook, 734–735
for Microsoft Dynamics Marketing Connector, 239
rescheduling
service activities, 265
Resolve Case dialog box, 275
resolving cases, 275
resource groups, 653
resources, 252
adding to sites, 604
allocating for services, 257–259
Facilities/Equipment settings, 597–598
response rate of surveys, increasing, 1401
responses
to surveys
REST (Representational State Transfer), 972
querying with JavaScript, 1003–1014
Web API, 1020
restricting access to Settings area, 593
RetrieveAbsoluteAndSiteCollectionUrlRequest message, 1180
RetrieveMultiple method, 982–986, 996
all accounts, retrieving, 982–983
matching accounts, retrieving, 984–985
revising quotes, 146
Ribbon Hosted control, 409–410
roles
managing, 656
in Social Engagement
configuration roles, 455
interaction roles, 455
rollback, 1070
routing engine (FieldOne Sky), 1380
Routing Rule Sets section (Service Management), 295–298
Rule Deployment Wizard, 814–817
rules
automation rules, configuring for Social Engagement, 468–470
accessing, 915
default value for fields, setting, 919
error messages, showing, 916–917
field visibility, setting, 919
fields, locking/unlocking, 919
for enabling/showing command bar buttons, 901–903
POP3 email servers, manual rule creation, 817–819
search rules
private message rules, 463–465
social media search rules, 456–465
window navigation rules, 421
run settings for asynchronous workflows, 1143–1145
S
SaaS (software-as-a-service), 1027
marking as paid, 157
closed leads, reactivating, 130–131
converting to customers, 128–131
fields, customizing, 130
opportunities
header section, 133
new opportunities, creating, 132–133
probability rating, 140
posting in back-end/ERP system, 157
pricing, 155
status options, 153
products, 142
associated opportunities, 143–145
creating, 144
deleting, 149
revising, 146
scenarios, 143
status options, 144
samples of plug-ins, 1111–1112
saving
auto save
caveats, 89
conditions, 89
Dynamics CRM for Tablets app, 708
scenarios
for quotes, 143
for server-side synchronization, 774
SharePoint support, 30
Schedule Board (FieldOne Sky), 1374–1380
scheduling
agreement schedules, 1372–1374
with FieldOne Sky mobile app
permission requirements, 542
running reports on a schedule, 544–546
schema, FetchXML query schema, 533
scripts
auto save, turning off, 88
JavaScript, debugging, 912–913
CRM Configuration Migration, 955–959
ExportRibbonXml, 903
message-entity support for plug-ins.xlsx, 1067
for Yammer, 495
Search Languages page (Social Engagement), 450–451
search rules (Social Engagement), 456–465
private message rules, 463–465
Search Setup Defaults page (Social Engagement), 451–452
searching
entity searches (USD), 416–420
multi-entity quick search, 702–705
for solutions, 396
access to Settings, restricting, 593
for articles, 286
authentication
claims-based authentication, 1190–1191
Integrated Windows Authentication, 1187–1188
field security profiles, 671–674
field-level security, 17
hierarchy security, 674
MFA, 28
Online version, ISO 27001 certification, 57
permissions
for configuration roles, 455
entity permissions (Adxstudio Portals), 1336–1338
for external party access, 33
for interaction roles, 455
requirements for scheduling reports, 542
requirements for sharing reports, 548–549
SharePoint, 1167
Security settings (System Administration), 645
Access Team Templates, 675
Field Security Profiles, 671–674
Hierarchy Security, 674
Positions, 674
selecting
Excel templates, 844
layout for dashboards, 349–351
MDM user role, 192
permissions, removing, 44
Word templates, 830
core entities, 44
licensing model, 45
user experience, 43
sender address, creating, 234–235
sentiment maps, 477
Sentiment page (Social Engagement), 452
server deployment (plug-ins), 1070
server-based integration (SharePoint), 30
server-side extensibility, Dynamics CRM for Tablets app, 708
server-side synchronization, 773–775
Exchange enhancements, 27
Server-Side Synchronization Performance Dashboard, 785
server-to-server integration (SharePoint), 1170–1173
service accounts (FieldOne Sky), 1366
service activities, 252, 262–265. See also services
rescheduling, 265
service bus configurations
Azure, 1028
endpoints, registering, 1031–1039
resources, locating, 262
view options, 262
Service Configuration Settings option (Service Terms group), 307
Service Dashboard, 1288
Service Desk (Parature), 353–355
Registered Customers filter, 355
Service interface
articles
approving, 284
templates, 279
canceling, 276
case numbering scheme, 272
deleting, 275
KB articles, associating with, 273
resolving, 275
activating, 289
rescheduling, 265
resources, locating, 262
view options, 262
work hours of users, managing, 266–268
Case Settings with Record Creation and Update Rules section, 290–300
Automatic Record Creation and Update Rules, 298–300
Parent and Child Case Settings, 294–295
Subjects, 300
Knowledge Base Management section, 310–311
Service Scheduling section, 313
Service Terms group
Customer Service Schedule, 307–310
holiday schedule calendar, 306–307
Service Configuration Settings option, 307
Service Level Agreement, 301–303
Service Scheduling section (Service Management), 313
Service Terms group
Customer Service Schedule, 307–310
holiday schedule calendar, 306–307
Service Configuration Settings option, 307
Service Terms group (Service Management)
Service Level Agreement, 301–303
ServiceManagement node, 900–901
services, 252
email services, configuring, 789–793
resources, allocating, 257–259
Services option (Service interface), 253–259
account details session display, 423–424
Session Lines control, 410
setting, goal criteria, 163
Business Management settings, 594–624
Business Closures, 597
Customization, 624
Services, 603
components of a successful implementation, 593–594
Data Management, 675
Document Management, 676
restricting access to, 593
System Administration settings, 625–675
System Jobs, 676
Settings area (MDM navigation bar)
divisions, 236
language pack, installing, 237–238
result types, 236
sender address, creating, 234–235
Settings icon (navigation bar), 86–87
Settings parameter (ExecuteMultipleRequest message), 1018
setup process (Dynamics CRM), 1258–1259
copyService operations, 1182–1183
client-to-server integration, 1173–1176
document management integration, 1168–1170
entities, configuring, 1180
RetrieveAbsoluteAndSiteCollectionUrlRequest, 1180
server-to-server integration, 1170–1173
SharePoint folder options, 1172
List Component, 30
listsService operations, 1180–1182
OneNote integration, 1183–1185
permissions, 1167
server-based integration, 30
supported scenarios, 30
xRM, 43
sharing
dashboards, 568
personal charts, 560
records with teams, 659
permission requirements, 548–549
signing up for CRM Online, 62
single-server deployment (On-Premises CRM), 1226, 1247
single-stream data interaction, 19
Area node, 897
Group node, 897
Site Map node, 897
SLAs (service level agreements), 301–303, 359–362
Enhanced SLAs, 24
standard SLAs, 24
SMS Marketing Information warning (MDM), 193
snippets, 1421
SOA (service-oriented architecture), 971
SOAP (Simple Object Access Protocol), 971–972
assigning records to users, 1016–1018
SOAPLogger solution, 1014–1016
SOAPLogger solution, 1014–1016
socia media, reacting to feedback, 470
Social Center (Social Engagement), 475–477
Social Engagement, 22–23, 445, 645
connections, configuring, 466–468
roles, 454
configuration roles, 455
interaction roles, 455
Social Insights controls
social media search rules, 456–465
private message rules, 463–465
Default Preferences page, 449–450
Labels page, 452
Location Groups page, 453
Privacy page, 453
Search Languages page, 450–451
Search Setup Defaults page, 451–452
Sentiment page, 452
users, adding, 453
Social Insights controls
Social Listening. See Social Engagement
social media
private message rules, 463–465
Social Profiles option (navigation bar), 102
social profiles, viewing, 332–333
asset types, 932
adding required components, 926
configuration page, creating, 925
creating, 923
CRM Configuration Migration
customizations, importing/exporting, 920–921
default Social Engagement settings, 448–453
Default Preferences page, 449–450
Labels page, 452
Location Groups page, 453
Privacy page, 453
Search Languages page, 450–451
Search Setup Defaults page, 451–452
Sentiment page, 452
dependencies, displaying, 926–927
enhancements to in CRM 2016, 932–933
FantasySalesTeam
Commissioner Portal, 1320–1321
configuring, 1305
Fantasy Teams model, 1308–1310
final configurations, 1312
Fixed Teams model, 1311
FST TV model, 1311–1312, 1319–1320
leaderboard (FantasySalesTeam), 1322–1323
No Teams model, 1311
with processes or plug-ins, 939–940
listing in Microsoft Dynamics Marketplace, 952–953
managed, 927
multiple solutions, working with, 947
preferred solutions, 1359
removing, 943
reports, 548
searching for, 396
security roles, granting for custom entities, 948–952
third-party, 952
unmanaged, 927
Woodford solution, customizing FieldOne Sky mobile app, 1387–1400
Sortable in Interactive Experience Dashboard property, 348
SQL Server 2014, installing, 1251–1258
SQL Server Data Tools, 574
omitting from IFD configuration, 1194–1196
SSRS (SQL Server Reporting Services), 524, 569–570
custom reports, building, 573–575
reports
deploying, 580
permission requirements, 542
running reports on a schedule, 544–546
stage gating, 123
stages
Stakeholders and Sales Team lists, 698–700
standalone products, 12
standard SLAs, 24
Standardized KPIs for SMS warning (MDM), 194
starter portals (Adxstudio Portals), 1329
static marketing lists, 167
status
of quick campaigns, finding, 188
of service activities, changing, 269–270
Status field, 133
status options
for orders, 153
for quotes, 144
adding to workflows, 1145–1146
storage
OneDrive for Business, 29
purchasing, 60
stream records, interactive service hub, 322–323
configuring in Social Engagement, 475–477
submethods for Execute method, 997–998
Subscription, 35
subscription support, 1287
subscriptions
configuring, 644
MDM, agreeing to terms, 191
for Online version, managing, 74–75
for Social Engagement, 446–447
support, 35
conditions for, 1285
incidents, creating, 1290
in-application help, 1288–1289
Enhanced support, 1291
Microsoft support page, 1290–1291
Premier support, 1292
Professional direct support, 1291–1292
Service Dashboard, 1288
subscription support, 1287
On-Premises support, 1293–1295
Support Center (Parature), 355–356
supported customizations, 871
Survey Dashboard, 1431
surveys
anonymous link, providing to users, 1421
pages
removing, 1411
polls, creating in Yammer, 510–512
previewing, 1420
response rates, increasing, 1401
three-step survey, creating, 1348–1353
Voice of the Customer, 21, 1401
configuring, 1405
troubleshooting, 1433
synchronization folders (Exchange), 28
synchronizing CRM and Outlook, 745
synchronous mode, 1069
synchronous workflows, 1151–1153
System Administration settings, 625–675
Microsoft Social Engagement Configuration, 645
Privacy Preferences, 643
Resources in Use (CRM Online Only), 644
Subscription Management (CRM Online Only), 644
System Notifications (CRM Online Only), 644
Yammer Configuration, 645
Security, 645
Access Team Templates, 675
Field Security Profiles, 671–674
Hierarchy Security, 674
Positions, 674
system charts, 557
system Excel templates, 846
system health status, checking for CRM Online, 76
System Jobs settings, 676
system overview, Parature Service Desk, 354–355
system Word templates, 836–837
T
tabs, adding/removing, 883–884
TabStateChange event, 906
TAM (technical account manager), 1291
access teams, 660
templates, 675
assigning record ownership to, 99
sharing records with, 659
access team templates, 675
article templates, 612
for articles, 279
contract templates, 612
for contracts, 287
document templates, 617
email templates, 231–232, 612–616
personal Excel templates, 846
selecting, 844
system Excel templates, 846
mail merge templates, 616
Word templates
selecting, 830
Templates section (Service Management), 312–313
tenants, user administration, 31
territory managers, 603
testing
RetrieveMultiple method, 983, 985–986
third-party solutions, 952
three-step survey, creating, 1348–1353
Ticket module, creating surveys, 375–377
Ticket module (Parature), 372–377
Tier 1 users (interactive service hub), 319
Tier 2 users (interactive service hub), 319
tile view, interactive service hub, 322
time off, scheduling for users, 266–268
time slips, adding to jobs form, 199–200
TKDialogs, 427
toolbars, USD
action calls, creating, 413–415
Top Knowledge Base Articles report, 285–286
tracking
competitors with Accounts entity, 96–97
transaction batching, 31
trend alerts, 479
trial account of Parature, obtaining, 353
triggering events for asynchronous workflows, 1143
troubleshooting. See also cases; debugging
forms, 15
Microsoft Dynamics CRM 2016 for Outlook, 742–743
support options, 35
USD, 437
Voice of the Customer, 1433
Turbo Forms, 14
Turn On Full Text warning (MDM), 192
turning off
welcome screen, 82
Type attribute options for web forms, 1347–1348
U
undelivered email, warning message, 791
unit groups, 623
unlocking fields, 919
unmanaged solutions, 927
unselecting languages in Social Engagement, 451
Unsubscribe option, 187
unsupported customizations, 871
updates
cadence, 11
comparing Online and On-Premises versions, 6
format, 7
installing, 1295
for Online version, 8–9, 53–54
for On-Premises version, 7
release cadence, 7
website, 3
updating
Main method variables, 1045–1047
records, 1024
upgrading to CRM 2016, 1279–1281
uploading
documents to OneDrive, 862–863
upsert, 31
URs (user rollups), 53
USD (Unified Service Desk), 22, 445
Active Configuration page, 433–434
advanced customizations, 438–440
Audit and Diagnostics Settings page, 434–437
Custom Panel Layout component, 440–443
default logo, changing, 440–441
default logo, changing, 440–441
hosted controls
creating, 401
CRM Page control, 406
CTI Desktop Manager control, 407
Debugger control, 407
Global Manager control, 408
KM control, 409
Listener Hosted control, 409
Panel Layout control, 409
Ribbon Hosted control, 409–410
Session Lines control, 410
User Notes control, 411
releases, 379
account details session display, 423–424
solutions, searching for, 396
toolbars
action calls, creating, 413–415
troubleshooting, 437
window navigation rules, 421
for Online version
tenants, 31
user experience, as xRM selection criteria, 43
User Notes control, 411
disabling, 656
field security profiles, 653
interactive service hub
Tier 1 users, 319
Tier 2 users, 319
organizational information, 650–652
process sessions, 653
records, assigning to, 1016–1018
resource groups, 653
roles, 656
security roles, 652
SharePoint, permissions, 1167
Social Engagement, adding, 453
teams, 652
viewing, 658
work hours, 653
Users page (MDM navigation bar), 228–231
V
value, setting for fields, 917–918
variables
for dialogs, 1134
for Main method, updating, 1045–1047
version numbers, format, 937
videos, embedding in KB articles, 366–367
view customizations, 894
View in CRM button, 754
view options for service calendar, 262
viewing
images in Dynamics CRM for Tablets app, 708
reports, 525
users, 658
views
for charts, 555
Virtual Machine Configuration dialog box, 1049–1050
visibility, setting for fields, 919
visual controls for mobile interfaces, 35–38, 727–728
visual filters, 322
Visual Studio, 913
advanced customizations, 967–968
integrating with Plug-in Registration tool, 1087–1090
listener applications, creating, 1041–1045
new accounts, creating programmatically, 978
reports
editing, 532
predefined parameters, 581–582
SQL Server Data Tools, 574
UII SDK package, extending USD with, 438–440
visuals, adding to search topics, 485–488
Voice of the Customer, 21, 1401
Active Survey Responses page, 1432
configuring, 1405
responses, outcomes, 1432–1433
snippets, 1421
Survey Dashboard, 1431
surveys
anonymous link, providing to users, 1421
increasing response rates, 1401
previewing, 1420
removing pages, 1411
troubleshooting, 1433
W
warnings
MDM
Double Opt-in for Emails warning, 193
SMS Marketing Information warning, 193
Turn On Full Text warning, 192
MDM (Microsoft Dynamics Marketing), Standardized KPIs for SMS warning, 194
WCF (Windows Communication Foundation), 972
Web API, 1020
records
updating, 1024
web browsers
client setup, 1278
Internet Explorer, security level, setting, 1189–1190
web client
advantages of, 731
disadvantages of, 731
Office support, minimum requirements, 731
operating system support, 730–731
three-step survey, creating, 1348–1353
Type attribute options, 1347–1348
web services
Discovery Web service, 975–976
multi-tenancy, 975
web references, adding, 975–976
Delete method, 996
Retrieve method, 995
RetrieveMultiple method, 996
Update method, 997
querying with JavaScript, 1003–1014
SOAPLogger solution, 1014–1016
ExecuteMultipleRequest message, 1018–1019
records, assigning to users, 1016–1018
RetrieveMultiple method, 982–986
REST, 972
SOA, 971
WCF, 972
Web API, 1020
records, retrieving, 1022–1023
records, updating, 1024
Website field, 100
websites
microsoft.com, 3
welcome splash screen, 4–5, 82
MDM, 192
turning off, 82
widgets, adding to MDM home page, 194–195, 196–197
window navigation rules, 421
Windows 10, installing Dynamics CRM for Tablets app, 682–686
Windows Azure portal, updating main method variables, 1045–1047
Windows Security dialog box, 1188
Woodford solution, customizing FieldOne Sky mobile app, 1387–1400
Word. See Microsoft Word integration
work hours of users, 653
triggering events, 1143
custom workflow activities, 1162–1165
deploying, 1164
events, 1150
WSDL (Web Services Description Language), 972
WWF (Windows Workflow Foundation), creating workflows, 1158
X
editing, 895
FetchXML, 523
left outer joins, 553
query schema, 533
required components, 553
XML query string, creating, 551–552
ServiceManagement node, 900–901
nodes, 895
Area node, 897
Group node, 897
Site Map node, 897
base entities, 45
core entities, 44
licensing model, 45
user experience, 43
customers, 95
in-app licensing enforcement, 46
hybrid xRM deployment, 48
pure xRM deployment, 48
XRMDiscoveryService, 975
Y
announcements, 514
chat feature, 516
configuring, 645
connecting Dynamics CRM to Yammer, 498–499
default configuration, 496
entities, configuring, 501–503
extending, 495
file attachments, adding, 509–510
home page, 492
licensing, 1245
My Applications, 521
praise, 513
removing from Dynamics CRM, 501
SDK, 495
account activity, 520
org chart settings, 518
Yammer Data Export API, 495
Z
zooming in/out of campaign canvas, 210