Show:
ACTIVITIES
CUSTOMIZATION
PROCESSES
SECURITY
GRAB-BAG
100
In CRM 2011 for the first time, you can create your own custom types of these.
What are Activities?
100
This allows you to share a list of choices across multiple entities in CRM 2011
What is a global option set?
100
Along with workflows, this new type of process allow an interactive prompt & response paradigm.
What are Dialogs?
100
Get yourself this role if you want to do system customization.
What is "System Customizer"?
100
This is Microsoft's "App Store" for Dynamics software.
What is Marketplace?
200
This activity type allows you to create recurrences, but only in CRM 2011.
What are appointments?
200
This should wake you up: This kind of script can be added to CRM forms to change the forms behaviour when it loads.
What is JavaScript?
200
This CRM Service is responsible for processing all workflows and other asynchronous processes?
What is the "Async Service"?
200
In order for a user to see contacts in his own Business Unit and subordinate business units, he needs this many slices of pie on the contact entity.
What is 3/4 green (parent-child)?
200
These can be used to store a list of contacts or leads or accounts.
Whare are Marketing Lists/Call Lists?
300
These special kind of filters allow users to limit the amount of data synchronized to Outlook.
What are "Outlook Filters"?
300
These bundles of customized components can now be packaged and imported.
What are Solutions?
300
In order to make a 'copy' of an existing workflow, this is the first thing you should do.
What is save the workflow as a Template?
300
When this event occurs, the affected user will need to have roles re-assigned.
What is a change of Business Unit?
300
Schwab.
Who paid for drinks last night?
400
Tasks in this state will not be deleted from the CRM if they are deleted from a synchronized Outlook client.
What are Completed tasks?
400
These virtual files can be script libraries, HTML pages or graphic images and provide client-side customizations capabilities.
What are web resources?
400
If you want workflows to send email out from an unattended system account, you will need to set up this piece of server software.
What is the Email Router?
400
In CRM 2011, when you create a new Business Unit one of these is automatically created - and it can own records too!
What is a Team?
400
This document management solution is now natively integrated with CRM 2011
What is SharePoint?
500
Along with Article, Contract, and Email, this is the other type of CRM template.
What is a Mail Merge template?
500
New in 2011, this feature (which is disabled by default) will let you track historic changes to key data fields over time.
What is Auditing?
500
This type of workflow step allows multiple actions to occur simultaneously while waiting for one of the conditions to be true.
What is a "parallel wait" step?
500
Grant this privilege on the Contact entity in order to allow a user to save an activity against a contact.
What is "Append To"?
500
Doing this to an activity that you own retains the ownership but allows a pool of users to see it an potentially take ownership to complete it.
What is add it to a queue?