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

Summary


As Microsoft Dynamics CRM continues to evolve, the focus of Microsoft is to try and make custom coding as less as possible. However, every now and then, there is bound to be some customer requirement that cannot be implemented without any custom coding. At that stage, plugins come to our rescue.

The main motive and skill that every Dynamics CRM consultant needs to enhance is to analyze the requirements correctly and categorize them categorically in terms of configurations and customizations. Other out-of-box configurations such as workflows and business rules should be explored before we accept the need to write a custom plugin to meet the desired needs of the customer.

In the next chapter, we will be going through Business Process Flows and Business Rules. You will learn how to create and use them for automation in Dynamics CRM.