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

Processes


In the context of Dynamics CRM, processes is a generic category that covers a few functional features, all grouped together. A process is any type of automation introduced as part of customizing the system, and it involves multiple actions grouped together. As such, some examples of processes supported by the platform include dialogs, workflows, actions, and business process flows.

In the context of customizing Dynamics CRM, processes are created and grouped as part of one or more solutions. Within the solution, processes are listed as a separate category and are accessible on their own configuration tab, as presented in the following screenshot:

When working within a solution, we can add new or existing processes, remove processes, or completely delete them. Other options include the activation and deactivation of a process. Any process, in order to be available to users, must be activated. As long as a process is activated, it cannot be removed or deleted.

When working with a large...