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

Business Rules


Business rules is a new feature added to Dynamics CRM with version 2013. It allows power users and nondevelopers to create automated processes without the use of custom code. It is a very powerful feature that's been added to the system customizer's toolbox.

With the use of business rules, now we can apply form logic to replace some of the JavaScript code we previously used for customization. For situations where we want to validate fields, show or hide fields based on values of another fields, or simple form manipulations, we can now implement Business Rules. These rules can be applied in a pseudo-code format. No code is required, as the whole creation of business rules wizard based.

While this is a step in the right direction, business rules will not replace JScript completely. For complex validations and implementation of complicated rules, you will find that certain limitations will still require a JScript developer to be involved.

The main difference between workflows and...