Book Image

Microsoft Dynamics CRM 2015 Application Design

By : Mahender Pal
Book Image

Microsoft Dynamics CRM 2015 Application Design

By: Mahender Pal

Overview of this book

<p>Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.</p> <p>Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.</p> <p>Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.</p> <p>The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.</p>

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Microsoft Dynamics CRM 2015 Application Design
Mahender Pal
Oct, 2015 | 348 pages
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Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Microsoft Dynamics CRM 2015 Application Design
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started with Microsoft Dynamics CRM 2015
Getting Started with Microsoft Dynamics CRM 2015
Deployment options
Microsoft Dynamics CRM 2015 clients
Software and hardware requirements
Upgrade options
Licensing model for Microsoft Dynamics CRM 2015
The new features in Microsoft Dynamics CRM 2015
Summary
2
Customizing Microsoft Dynamics CRM 2015
Customizing Microsoft Dynamics CRM 2015
Training solution scope
Training solution design
Understanding the customization concept
Customizing Microsoft Dynamics CRM 2015
Setting up a training catalog
Understanding security
Testing customization
Summary
3
Client-side Logic with Microsoft Dynamics CRM 2015
Client-side Logic with Microsoft Dynamics CRM 2015
Understanding the client scripting object model
Understanding web resources
Accessing forms and controls using client-side code
Understanding client-side events
Using CRM web services in client-side code
Understanding business rules
Summary
4
Working with Processes
Working with Processes
Understanding processes
Building a library management solution
Understanding business process flow
Understanding workflows
Creating asynchronous workflows
Creating synchronous workflows
Understanding dialogs
Understanding actions
Business process flows versus workflows, dialogs, and actions
Testing library management
Summary
5
Working with CRM SDK
Working with CRM SDK
Understanding CRM extendibility architecture
An introduction to the Microsoft Dynamics CRM SDK
Knowing about CRM assemblies
Understanding CRM web services
Using client APIs for CRM connections
Working with organization web services
Working with discovery web service
Fetching data from the CRM database
Top five new features in 2015 Update 1 for developers
Integrating CRM with other systems
Summary
6
Extending Microsoft Dynamics CRM 2015
Extending Microsoft Dynamics CRM 2015
Introduction to plug-ins
Synchronous versus a synchronous plug-ins
Understanding plug-in event execution pipelines
Writing your first sample plug-in
Understanding plug-in registration
Understanding IPluginExecutionContext
Applying validation using plug-ins
Passing parameters to plug-ins
Troubleshooting plug-ins
Working with custom workflows
Understanding actions
Summary
7
Creating a Project Tracking Application
Creating a Project Tracking Application
Project tracking application design
Customizing CRM for the project tracking application
Using rollup fields for aggregation
Understanding activity feeds
Setting up teams
Preparing data visualization
Summary
8
Introduction to Mobile Client and Microsoft Dynamics Marketing
Introduction to Mobile Client and Microsoft Dynamics Marketing
Introduction to Microsoft Dynamics CRM mobility
Accessing CRM using mobiles
Accessing CRM on tablets
Entities available over mobiles
Customizing mobile clients
New enhancements for MOCA
Other mobile clients
Introduction to MDM
Setting up the Microsoft Dynamics Marketing trial
Integration with CRM
Summary
Data Model for Client Entities
Data Model for Client Entities
Data model for contact entities
Data model for proposal entities
Data model for training request entities
Data Model for Account Entities
Data Model for Account Entities
Data model for project entity
Data model for project tasks
Data model for issue entity
Data model for timesheet entity
Data model for user story entity
Index
Index

Understanding business process flow

Business processes are a very critical part of any business application. Business process flow is one of the business process implementation tools in CRM 2015 that allows us to implement different kinds of processes with different stages. So we can divide our processes into small stages such as qualify, develop, process, and close. We can enable business processes for system entities as well as for custom entities. The following screenshot displays the out-of-the-box Lead to Opportunity Sales Process; this process is enabled by default for the lead entity.

Microsoft Dynamics CRM 2015 comes with three out-of-the-box business process:

  • Lead to Opportunity Sales Process

  • Opportunity Sales Process

  • Phone to Case Process

But we can also design our own custom business process flow. Business process flow is designed by using the out-of-the-box process designer. We can navigate to Settings | Process | New and select Business Process Flow as a category to create...

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