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Microsoft Dynamics CRM 2011 reporting [[electronic resource] ] : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay
| Microsoft Dynamics CRM 2011 reporting [[electronic resource] ] : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay |
| Autore | Sinay Damian |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (308 p.) |
| Soggetto topico |
Customer relations - Management - Computer programs
Customer relations - Data processing - Computer programs Management information systems |
| Soggetto genere / forma | Electronic books. |
| ISBN | 1-84968-231-3 |
| Formato | Materiale a stampa  |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910463053303321 |
Sinay Damian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 reporting [[electronic resource] ] : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay
| Microsoft Dynamics CRM 2011 reporting [[electronic resource] ] : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay |
| Autore | Sinay Damian |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (308 p.) |
| Soggetto topico |
Customer relations - Management - Computer programs
Customer relations - Data processing - Computer programs Management information systems |
| ISBN | 1-84968-231-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Record Nr. | UNINA-9910786938703321 |
|
Sinay Damian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 reporting : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay
| Microsoft Dynamics CRM 2011 reporting : everything you need to know to work with reports in Dynamics CRM 2011 / / Damian Sinay |
| Autore | Sinay Damian |
| Edizione | [1st ed.] |
| Pubbl/distr/stampa | Birmingham, : Packt Pub., 2013 |
| Descrizione fisica | 1 online resource (308 p.) |
| Disciplina | 658.8120285536 |
| Soggetto topico |
Customer relations - Management - Computer programs
Customer relations - Data processing - Computer programs Management information systems |
| ISBN | 1-84968-231-3 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Intro -- Microsoft Dynamics CRM 2011 Reporting -- Table of Contents -- Microsoft Dynamics CRM 2011 Reporting -- Credits -- About the Author -- About the Reviewers -- www.PacktPub.com -- Support files, eBooks, discount offers and more -- Why Subscribe? -- Free Access for Packt account holders -- Instant Updates on New Packt Books -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Downloading the example code -- Errata -- Piracy -- Questions -- 1. Introduction to Reporting in Microsoft Dynamics CRM -- CRM report types -- CRM report settings -- Categories -- Related Record Types -- Display in -- Languages -- SQL reporting services versions -- SQL Server databases -- Windows Service -- Report Manager website -- Report Server Web service -- Installation and configuration of Reporting Services Extensions -- Installation and configuration of Report Authoring Extension (Visual Studio development) -- Summary -- 2. Database Basics -- ERD basics -- Relationship types -- One-to-many relationships (1:N) -- Many-to-one relationships (N:1) -- Many-to-many relationships (N:N) -- SQL overview -- Select -- Update -- Delete -- Insert -- WHERE -- ORDER BY -- group by -- join -- SQL advanced -- CREATE TABLE -- DROP TABLE -- Stored procedures -- Cursors -- Transactions -- FetchXML overview -- Select fields -- Filters and conditions -- Order by -- Group by -- Linking to other entities -- Inner join -- Outer join -- Summary -- 3. Creating Your First Report in CRM -- Using Microsoft Dynamics CRM 2011 Report Wizard -- Using Visual Studio -- Publishing the report -- Summary -- 4. SQL Server Report Builder -- Report Builder overview -- Datasets -- Query Designer -- Creating a new report -- Table or Matrix Wizard -- Adding a logo to our report.
Advanced reports with Report Builder -- Map Wizard -- Map visualization types -- Testing the Map report -- The Report Builder's limitations -- Summary -- 5. Creating Contextual Reports -- Using Visual Studio -- Toolbox -- Expressions -- Prefilters -- Report parameters in detail -- CRM_FilterText -- CRM_FormatDate -- CRM_FormatTime -- CRM_FullName -- CRM_FilteredAccount -- CRM_URL -- CRM_CalendarType -- Data sources -- Embedded data sources -- Shared data sources -- Data sets -- Groups on data sets -- Adding columns to the report -- Hiding and showing columns -- Charts -- Drill-down and collapsible controls -- Summary -- 6. Creating Inline Reports -- Embedding reports on an entity form -- Creating a custom solution -- Creating the HTML web resource -- Implementing the report control -- Developer Toolkit -- Summary -- 7. Using Reports and Charts in Dashboard -- Showing report on a dashboard -- Exporting dashboards -- Basic charts -- Drill-down chart -- Charts editor -- Exporting charts -- Charts internals -- 3D charts -- Summary -- 8. Advance Custom Reporting and Automation -- The ASP.NET report -- Late binding -- Early binding -- CRM integration -- Silverlight reports -- MVVM -- Basic report automation -- Report scheduling -- Advanced report automation (programmatically) -- Summary -- 9. Failure Recovery and Best Practices -- Common failures in SSR authentication -- Tracing -- Enabling CRM Trace -- Using SQL Trace -- Report development best practices -- Report deployment best practices -- Improving the performance of reports -- Creating report caching -- Creating report snapshots -- Summary -- 10. Mobile Client -- New features for mobile clients -- The sales process -- The autosave feature -- SQL Server 2012 with SP1 -- Microsoft Surface -- The mobile client's considerations -- Authentication considerations -- Custom reports development considerations. Summary -- A. Expression Snippets -- Basic expressions -- Constants -- Variables -- Advanced expressions with VBScript code -- References -- Working with control events -- Actions -- Visibility -- Interactive Sorting -- Summary -- Index. |
| Record Nr. | UNINA-9910828244403321 |
|
Sinay Damian
|
||
| Birmingham, : Packt Pub., 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla
| Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
| Autore | Tarla Nicolae |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina | 658.8/12028553 |
| Soggetto topico | Customer relations - Data processing - Computer programs |
| Soggetto genere / forma | Electronic books. |
| ISBN |
1-299-44098-3
1-84968-883-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
| Record Nr. | UNINA-9910453121203321 |
|
Tarla Nicolae
|
||
| Birmingham, UK, : Packt, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla
| Microsoft Dynamics CRM 2011 scripting cookbook [[electronic resource] ] : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
| Autore | Tarla Nicolae |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina | 658.8/12028553 |
| Soggetto topico | Customer relations - Data processing - Computer programs |
| ISBN |
1-299-44098-3
1-84968-883-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
| Record Nr. | UNINA-9910779403503321 |
|
Tarla Nicolae
|
||
| Birmingham, UK, : Packt, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM 2011 scripting cookbook : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla
| Microsoft Dynamics CRM 2011 scripting cookbook : over 50 recipes to extend system customization in Dynamics CRM 2011 through client-side scripting / / Nicolae Tarla |
| Autore | Tarla Nicolae |
| Edizione | [1st edition] |
| Pubbl/distr/stampa | Birmingham, UK, : Packt, c2013 |
| Descrizione fisica | 1 online resource (268 p.) |
| Disciplina | 658.8/12028553 |
| Soggetto topico | Customer relations - Data processing - Computer programs |
| ISBN |
1-299-44098-3
1-84968-883-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Overview of Dynamics CRM 2011 Customization; Introduction; Opening a free 30-day trial of Dynamics CRM 2011 Online; Using solutions to package our work; Creating and managing entities; Creating and managing fields; Creating and managing forms; Creating and managing scripts; Creating and managing other resources; Creating and managing workflows; Creating and managing dialogs; Starting a workflow from a dialog; Working with security roles and permissions
Chapter 2: Scripting Form FieldsIntroduction; Working with text fields; Working with number fields; Working with currency; Working with date and time; Working with option sets; Working with lookups; Chapter 3: Field Validation; Introduction; Custom e-mail field validation; Custom web address field validation; Validating the ticker symbol field; Formatting phone numbers; Formatting postal codes; Replacing the Country and Province fields with lookups; Chapter 4: Rules and Events; Introduction; Form load event usage; Form save event usage; Field change event usage; Working with tabs and sections Combining eventsEnforcing business rules; Chapter 5: Error Handling; Introduction; Handling unexpected user input; Handling unexpected processing; Blocking events; Handling UI events; Advanced error handling; Adding a new account and contact with validation; Chapter 6: Debugging; Introduction; Debug messages; Using IE for tracing and debugging; Debugging using Visual Studio; Error logging; Using Fiddler with CRM; Chapter 7: Extended UI Manipulation; Introduction; Showing or hiding form elements; Formatting fields; Creating a rating gauge field; Flagging a section for the user Adding a contact pictureAdding an account logo; Marking accounts for review; Dynamic form elements; Chapter 8: Working with Ribbon Elements; Introduction; Adding a new ribbon button; Removing ribbon artefacts; Starting a dialog/workflow from a ribbon button; Pre-populating form elements with a button click; Creating other ribbon artefacts; Security trimmed ribbon elements; Using the ribbon for displaying information; Chapter 9: Extending CRM Using Community JavaScript Libraries; Introduction; Using jQuery with Dynamics CRM for page element selection; Using jQuery and CSS Animating form elements with jQueryUsing jQuery UI for user interaction; Using jQuery UI for customizations; Integrating jQuery UI widgets; Using LiveValidation for input validation as you type; Using Datejs for date manipulation; Chapter 10: Light Social Media Integration; Introduction; Integrating with Facebook; Integrating accounts with LinkedIn; Integrating contacts with LinkedIn; Adding Twitter feeds; Working with Del.icio.us data; Index |
| Record Nr. | UNINA-9910818181803321 |
|
Tarla Nicolae
|
||
| Birmingham, UK, : Packt, c2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
Microsoft Dynamics CRM API development for online and on-premise environments / / Mark Beckner, Triston Arisawa ; foreword by Ismail Nalwala, Principal, IOTAP
| Microsoft Dynamics CRM API development for online and on-premise environments / / Mark Beckner, Triston Arisawa ; foreword by Ismail Nalwala, Principal, IOTAP |
| Autore | Beckner Mark |
| Edizione | [1st ed. 2013.] |
| Pubbl/distr/stampa | New York : , : Apress, , 2013 |
| Descrizione fisica | 1 online resource (xi, 76 pages) : illustrations (chiefly color) |
| Disciplina |
004
005.368 |
| Collana | Gale eBooks |
| Soggetto topico |
Customer relations - Management - Computer programs
Customer relations - Data processing - Computer programs Management information systems Application program interfaces (Computer software) |
| ISBN |
1-4302-6348-2
1-4302-6347-4 |
| Formato | Materiale a stampa |
| Livello bibliografico | Monografia |
| Lingua di pubblicazione | eng |
| Nota di contenuto |
""Contents at a Glance""; ""Contents""; ""Foreword""; ""About the Authors""; ""Chapter 1: Plugins and Workflow Activities""; ""Developing Plugins""; ""Basic Code Framework for Plugins""; ""Core Functionality for Plugins""; ""Querying Data""; ""Setting State""; ""Sending E-mail""; ""Tying It Together""; ""Developing Workflow Activities""; ""Plugin and Workflow Activity Registration""; ""Setting Up the Plugin Registration Tool""; ""Registering an Assembly""; ""Registering a Step""; ""Debugging Plugins""; ""Debugging CRM On-premise Solutions""; ""Debugging CRM Online Plugins""
""Installing the Profiler""""Profiling a Step""; ""Triggering the Profiler and Saving the Log File""; ""Debugging, Attaching, and Breakpoints""; ""Conclusion""; ""Chapter 2: .NET Apps and the CRM SDK""; ""Building an Application and Assembly""; ""References""; ""Calling the Assembly""; ""Retrieving CRM Data and Writing to SQL Server""; ""Retrieving Data""; ""Writing to SQL Server""; ""Creating and Deleting Records in CRM""; ""Creating a Record""; ""Deleting a Record""; ""Using Early Bound Classes""; ""Conclusion""; ""Chapter 3: Integration and Migration""; ""Custom-Coded Solutions"" ""Scribe Online""""Migrating Data from CRM 2011 on-premise to CRM Online""; ""Configuring an Agent""; ""Configuring Connections""; ""Configuring an Integration Services Solution""; ""Creating Maps""; ""Mapping Email Activities and Using Lookup Tables""; ""Mapping Annotations and File Attachments""; ""Conclusion""; ""Chapter 4: JScript and the REST Endpoint API""; ""Writing and Triggering JScript""; ""Create a Web Resource""; ""Reference the Web Resource""; ""Incorporating OData/REST Queries""; ""OData Queries with Single Results""; ""OData Queries with Multiple Results"" ""Anatomy of an OData Query""""Creating and Updating Records with OData/REST""; ""Update Record""; ""Create Record""; ""Conclusion""; ""Chapter 5: Reporting""; ""SSRS Development Environment""; ""Creating a Report Project and Report""; ""Connecting to CRM Online from SSRS""; ""Querying and Displaying Data""; ""Filtering Records with Parameters""; ""System Defined Parameters""; ""User Defined Parameters""; ""Linking Child Records""; ""Additional Filtering in SSRS""; ""Conclusion""; ""Index"" |
| Record Nr. | UNINA-9910437968603321 |
|
Beckner Mark
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| New York : , : Apress, , 2013 | ||
| Materiale a stampa | ||
| Lo trovi qui: Univ. Federico II | ||
| ||
