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

Process center


The Process Center area allows you to get configured business processes in your organization. You can filter and sort the view as needed to find the process you need to verify. The status is also presented in this view. A process must be activated to participate in the processing, and it must be put in the Draft folder while modifying it. Options to activate and deactivate the process are presented on the ribbon.

You can create new processes, such as Business Process Flows, Workflows, Dialogs or Actions from here. These were all described in detail in Chapter 4, Business Processes. The following screenshot shows the All Processes view:

If a set of predefined business processes is added from Data Management to Add Ready-to-Use Business Processes, they can also be activated or deactivated from Process Center. These processes are not editable, though. If you want to make modifications, you must disable the original process, save it as a new process, and then start modifying it...