Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Chapter 5. Working with the XRM Framework

The XRM framework defines a strategic approach of customizing the out-of-the-box features available in Dynamics CRM to make sure that it implements all the business aspects of a system. The central idea of the XRM framework is to extend the standard functionalities provided in Dynamics CRM to suit any business requirement. Businesses could be of varying types, such as public sector, insurance, banking, retail, telecom, and so on.

In this chapter, we will cover the following topics:

  • Student management application via the XRM framework of Dynamics CRM 2016
  • Understanding custom entities, views, attributes, and so on, in Dynamics CRM 2016
  • Understanding calculated fields in Dynamics CRM 2016

Owing to the underlying .NET Framework, Microsoft Dynamics CRM 2016 provides a very powerful tool that can be easily extended to map any business requirement that is not provided out of the box.

In many places in the book, you may have read about the term, out-of-the-box...