Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Composite fields


Composite fields are another feature introduced with version 2013. They group a set of fields together, resulting in optimized screen real estate usage. Some examples of composite fields include the Name field, comprised of first, middle, and last name, or the address field. Once the user selects one of these composite fields, a fly-out ID is presented with each field editable separately as permissions allow.

Composite fields are only provided with the platform. We do not have the ability to create our own composite fields. Also, we do not have the ability to customize existing composite fields by adding, removing, or relabeling fields. One thing to note is that, since the fields in a composite field are not actually on the form, standard events such as OnChange will not trigger on a particular field. They will however trigger on the composite field as a whole.

A workaround to that is to add the individual fields on the form in a hidden section. That way, when a field is updated...