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

Business process flows


Starting with Dynamics CRM 2013, Microsoft introduced business process flows. Additional functionality and features have been added with each update afterwards. They are a feature similar in design to other processes, but provide very different capabilities. Business process flows provide users with a visual way to guide a system user through a predefined process to get work done. User experience is greatly enhanced and streamlined. They provide visual guidance through a predefined business process, highlighting user interaction with the system and defining the steps and the requirements at each step in order for a user to complete a process. These processes can easily be customized through a wizard-based, no-code approach. They also allow a user to select the process type to be used when performing an activity.

Business process flows are used to define a process and the required steps for users to take to achieve a desired outcome. Each step is visually indicated through...