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

Adding resources


Now that we have mapped students, teachers, and parents, the next step is to identify the possible mappings for classrooms, books, and so on. Dynamics CRM provides an out-of-box feature of Service Management, which can be easily customized to add the resources required in any typical school:

  1. Navigate to Settings | Service Management | Service Scheduling | Facilities/Equipment:

Service Management

  1. Now, click on the Facilities/Equipment link. On doing so, you will be redirected to the Facilities/Equipment view:

Facilities/Equipment

  1. Now, add the appropriate Facilities/Equipment requirements for the daily functioning of the institute:

Sample Facilities/Equipment's

This way, we can map all the required equipment, such as classrooms, blackboards, labs, presenters, and so on, to facilities in Dynamics CRM 2016.

For mapping the books available in a library, depending on the attributes required, we can either go for a custom entity, or we can just reuse the same Facility/Equipment entity...