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 walkthrough


The following is an illustration that shows how Dynamics CRM can be extended in an education-based institute, for example, a typical school.

Mapping the entities: A typical school management application will consist of the following actors:

  • Students
  • Teachers
  • Parents
  • Resources, including classrooms, playground, labs, and so on
  • Library books

Apart from the aforementioned actors, there will also be the following processes to enable the daily working of the institute:

  • Attendance management
  • Test evaluation

The first step is to identify whether there is a possibility of mapping any of the existing out-of-box entities for our usage. Based on our analysis, if that is not possible, we will create a new entity.

Dynamics CRM provides CONTACT or CUSTOMER as a standard out-of-box entity. By default, it contains attributes such as the first name, last name, and so on. This entity can easily be mapped to either a Student, a Teacher, or a Parent.

As we are using the same entity for all of the students...