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

Preparing data visualization


Now our entities are ready for our solution so let's set up a couple of charts that we can use for the application dashboard. CRM 2015 has rich out-of-the-box data visualization tools; we can utilize out-of-the-box charts or can create our own custom charts to represent different types of information. Similarly, we can use the out-of-the-box dashboard or we can create our own custom dashboards for data visualization. The out-of-the-box entity contains some charts but for our custom entities we need to create a chart. Both charts and dashboards can be of two types: user and system. User charts and dashboards are only available to the user who has created them unless they are shared with other members. But system charts and dashboards are available to every user and are created using solutions.

Note

You can get more information on data visualization from: https://msdn.microsoft.com/en-us/library/gg328110.aspx.

For our application we will be setting up the following...