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

Scenario 1


Mark is the manager for Contoso Corporation. Contoso Corporation is a package delivery organization, delivering parcels in parts of San Francisco, CA. He notices a lot of small issues with respect to the data quality being put up by different employees who enter data into the system. One of the issues he notices is with respect to ZIP codes. He wishes to aid the employees as they type in the various ZIP codes into the contact's address field so that there are lesser chances of error while the entry is being done by the staff. The following is a list of ZIP codes handled by Contoso Corporation:

  • 94102,94104.94103
  • 94105,94108,94107

Let's look at the solution that Mark can utilize to provide assistance to his employees so that there are fewer chances of errors creeping in.

Resolving the scenario

Mark can implement the requirements by using the following script enhancements, introduced in Microsoft Dynamics CRM 2016:

  • Keypress handler: Microsoft Dynamics CRM 2016 has introduced methods to...