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>
Table of Contents (17 chapters)
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Understanding actions


Actions were introduced in CRM 2013; they allow us to design our custom messages like out-of-the-box events to execute our custom business logic. We can use actions to define our complex logic. Before actions there was no direct way to call server-side logic using client-side scripting. But actions allow us to define our own messages and call them using a SOAP request. We can't call them using OData end points. Once an action is defined, we can also register a plug-in on the action. We will discuss plug-ins in a later chapter.

Designing actions

Actions can be designed using the process designer; we can navigate to Settings | Processes to create a new action. Actions can be associated with a single entity or can be global, where they can be used with any entity. As soon as an action is created, CRM creates a corresponding synchronous workflow.

Action scopes

Actions always run under an organization scope, so we can't bind an action to run under other scopes such as user and...