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 2


Roy is very happy with the mobile and tablet previews available for the Account form and wishes to configure the Microsoft Dynamics CRM 2016 app for phones on his Android device and to connect it against his organization's Microsoft Dynamics CRM 2016 online instance. Here are the steps he needs to follow:

  1. Navigate to the Google Play app on your Android phone and search for dynamics crm - you will be presented with multiple apps for Dynamics CRM:
  1. Select Dynamics 365 for Phones and click Install:
  1. Certain permissions need to be given before the Dynamics 365 for Phones will start downloading. Please Accept for giving the necessary permissions:

  1. The Dynamics 365 for Phones app will start downloading now. Once the app is downloaded and installed, select Open:
  1. The Dynamics 365 for Phones app will now ask the user to enter the CRM organization URL to connect to. Please specify your organization URL in the intended format and tap on the arrow:

Note

In order to connect on-premise CRM to mobile...