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

Customizing CRM for the project tracking application


In order to customize CRM 2015 for our application, let's first set up our custom solution like we did in earlier chapters. We have created a custom publisher with the name of HIMBAP for our solution and we will be using this publisher for our solution. Refer to Chapter 2, Customizing Microsoft Dynamics CRM 2015, to create a new solution with the name of ProjectTrackingSystem as follows:

Adding existing entities to the solution

First we will be adding our existing entities to the solution so that we can customize their look and feel based on our application requirements. Perform the following steps to add existing entities:

  1. Navigate to Components | Entities and click on the Add Existing button from the right-hand side command bar.

  2. Select the following entities from the list to add them to our solution:

    • Account

    • Appointment

    • Email

    • Task

    • User

    • Team

  3. Select No in the Missing Dependency dialog.

Customizing the account entity

Now we have an account...