Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 4. Business Processes

In the previous chapter, we looked at the basics of working with entities in Dynamics CRM and the essentials of customizing these entities. Now it's time to look at how the Dynamics CRM platform impacts our business and how we can tailor it to fit most, if not all, of our business needs.

This chapter will look at the following topics:

  • Processes

  • Types of processes

  • Dialogs

  • Workflows

  • Business rules

  • Business process flow

We'll be looking at how to work with each of the elements that comprise the sales, service, and marketing modules. We will also go through the customization options, and how we can extend the system to fit new business requirements.