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

Real-time Workflows


Real-time workflows are by nature very similar to regular workflows in Dynamics CRM. The creation process is identical to regular workflows. This type of workflow was introduced with Dynamics CRM 2013, and involves a change in the backend of how the information is processed. These processes are not queued, but they execute immediately or in response to a message.

Real-time workflows execute in the same stage as synchronous plugins. They can execute before, after, or during the main operation. They can also be ranked within a stage, same as plugins.

These workflows can run either in the context of the current user, or the workflow owner. When running a workflow manually, it only runs in the context of the current user.

A limitation of Real-time workflows is that they cannot contain any delay or wait activities.

Note

A Real-time workflow can be converted to asynchronous and back to real time. The workflow must be in draft mode to be able to modify it.