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

Appendix B. Data Model for Account Entities

The following table provides fields that we are using on account entity form:

Logical Name

Display Name

Type

Custom?

Additional data

emailaddress1

Email

String

False

Format: Email

Max length: 100

websiteurl

Website

String

False

Format: Url

Max length: 200

donotpostalmail

Do not allow Mail

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

creditonhold

Credit Hold

Boolean

False

True: Yes

False: No

Default Value: False

paymenttermscode

Payment Terms

Picklist

False

Options:

1: Net 30

2: 2% 10, Net 30

3: Net 45

4: Net 60

Default: 1

creditlimit

Credit Limit

Money

False

Minimum value: 0

Maximum value: 10,00,00,00,00,00,000

Precision: 2

name

Account Name

String

False

Format: Text

Max length: 160

him_accountmanager

Account Manager

Lookup

True

Targets:

systemuser

primarycontactid

Primary Contact

Lookup

False

Targets:

contact

parentaccountid

Parent Account

Lookup

False

Targets:

account

donotbulkemail

Do not allow Bulk Emails

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

donotfax

Do not allow Faxes

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

address1_composite

Address 1

Memo

False

Format: TextArea

Max length: 1,000

ownershipcode

Ownership

Picklist

False

Options:

1: Public

2: Private

3: Subsidiary

4: Other

Default: 1

description

Description

Memo

False

Format: TextArea

Max length: 2,000

donotemail

Do not allow Emails

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

industrycode

Industry

Picklist

False

Options:

1: Accounting

2: Agriculture and Non-petrol Natural Resource Extraction

3: Broadcasting, Printing, and Publishing

4: Brokers

5: Building Supply Retail

6: Business Services

7: Consulting

8: Consumer Services

9: Design, Direction, and Creative Management

10: Distributors, Dispatchers, and Processors

11: Doctors' Offices and Clinics

12: Durable Manufacturing

13: Eating and Drinking Places

14: Entertainment Retail

15: Equipment Rental and Leasing

16: Financial

17: Food and Tobacco Processing

18: Inbound Capital Intensive Processing

19: Inbound Repair and Services

20: Insurance

21: Legal Services

22: Non-Durable Merchandise Retail

23: Outbound Consumer Service

24: Petrochemical Extraction and Distribution

25: Service Retail

26: SIG Affiliations

27: Social Services

28: Special Outbound Trade Contractors

29: Specialty Realty

30: Transportation

31: Utility Creation and Distribution

32: Vehicle Retail

33: Wholesale

Default: 1

transactioncurrencyid

Currency

Lookup

False

Targets:

transactioncurrency

fax

Fax

String

False

Format: Text

Max length: 50

ownerid

Owner

Owner

False

 

accountnumber

Account Number

String

False

Format: Text

Max length: 20

donotphone

Do not allow Phone Calls

Boolean

False

True: Do Not Allow

False: Allow

Default Value: False

him_totalproject

Total Project

Integer

True

Minimum value: 2,14,74,83,648

Maximum value: 2,14,74,83,647

preferredcontactmethodcode

Preferred Method of Contact

Picklist

False

Options:

1: Any

2: Email

3: Phone

4: Fax

5: Mail

Default: 1

telephone2

Other Phone

String

False

Format: Text

Max length: 50

telephone1

Main Phone

String

False

Format: Text

Max length: 50

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