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


Roy is the CRM administrator at Acme Ltd. He wants to explore the mobile capabilities that are available, preview the account entity form, and check the look and feel of the form in Microsoft Dynamics CRM 2016 mobile and tablet applications.

The following steps are required for the CRM administrator:

  1. Navigate to Settings | Customizations | Customize the System:
  1. A popup window will open with all the customization components of the system (Solution: Default Solution). Expand the entities. Select Account and pick Forms:

Note

Note:Default Solution is a container containing all the customization elements and code elements that are configured in the CRM system.

  1. Double-click the Information form to open it with a form editor:
  1. Note that there is a Preview button available. Click on it to expand it, select Mobile Client, and you will be presented with two options—one for Tablet and another for Phone:
  1. Pick Tablet experience. The following screen will be presented across to you while the preview...