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

New enhancements for MOCA


Windows Mobile Client Application (MOCA) is a native tablet client for CRM. Initially it was released for CRM 2013, but with the release of CRM 2015 there are some enhancements for the MOCA client. In the following sections we will discuss a few of these.

Offline drafts

One new feature in the MOCA client allows us to access and edit records in offline mode created while offline. We can create and update entity records in draft mode while offline; these will be synchronized to the server when we connect. All the records created or updated in draft mode are available in the Draft Records area.

We can access all the draft records and can do further changes if required.

Note

Please note that all draft records will be deleted when the user signs out of MOCA.

Multiple dashboards

Another enhancement in MOCA allows us to add any number of dashboards from the system or personal category. Previously, only the sales dashboard was exposed, but now we can add any type of dashboard...