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

Workflows


A workflow is another type of process that can be defined within the Dynamics CRM platform. This process is used to model and automate business processes. Workflows are processes that run with no user interaction. They are scheduled and run asynchronously. They are triggered either automatically based on certain events on the entity forms or specific conditions, or they can be started manually by a user. Starting a workflow manually is done by navigating to a record and selecting the Run Workflow option in the ribbon, which you can see in the following screenshot:

Once the Run Workflow option is selected, the user is presented with a dialog to select the On Demand Workflow to be run. The following screenshot will give you a clear idea:

If no workflows are customized for this specific entity, or no workflows are enabled, the Look Up Record view will not display any records. For records to be available in this view, a few conditions must be met: the workflow has to be enabled, the...