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

Preface

Microsoft Dynamics CRM 2015 released many new features that makes it a true xRM Framework to develop custom applications. This book will help you to learn all the new features of Microsoft Dynamics CRM 2015 and to use them to develop real-world business applications. You will learn all the technical aspects of Microsoft Dynamics CRM 2015 that are related to customization, extension, and integration using sample applications.

What this book covers

Chapter 1, Getting Started with Microsoft Dynamics CRM 2015, provides the basic details of Microsoft Dynamics CRM 2015 such as software and hardware requirements, different deployment models, and available clients. This chapter also provides an overview of the new features introduced in CRM 2015.

Chapter 2, Customizing Microsoft Dynamics CRM 2015, will help you to learn customization concepts and different out-of-the-box tools to customize CRM 2015. You will learn how to create a sample application for an IT training company.

Chapter 3, Client-side Logic with Microsoft Dynamics CRM 2015, gives the details of the CRM 2015 client object model. You will learn about web resources using client-side scripting, and you will access CRM web services using client-side code and business rules.

Chapter 4, Working with Processes, explains the different type of processes with their usages. This chapter will explain how to use these processes to automate different business requirements. You will learn to develop a library management system using processes.

Chapter 5, Working with CRM SDK, explains the Microsoft Dynamics CRM extendibility architecture and the CRM SDK components. You will learn to use CRM web services methods using the early bound and late bound programming models.

Chapter 6, Extending Microsoft Dynamics CRM 2015 will help you to learn plug-in development in CRM 2015 and to understand how they are executed via event execution pipelines. You will learn how to write and deploy plug-ins using different plug-in components.

Chapter 7, Creating a Project Tracking Application, demonstrate the xRM capability of CRM 2015. You will learn to set up another sample application to track and maintain a project life cycle using the out-of-the-box capabilities of CRM 2015.

Chapter 8, Introduction to Mobile Client and Microsoft Dynamics Marketing, explains the different CRM 2015 mobile clients and their features. You will also learn to set up the Microsoft Dynamics Marketing add-on and use it.

Appendix A, Data Model for Client Entities, provides fields that we are using in our client entity form.

Appendix B, Data Model for Account Entities, provides fields that we are using on account entity form.

What you need for this book

You will need the following:

  • Microsoft Dynamics CRM 2015 on premise or Online environment

  • XrmToolBox Solution from www.xrmtoolbox.com

  • Microsoft Windows Identity Model

  • .Net 4.5.5

  • Visual Studio 2012 or later and the .Net 4.5.2 developers pack

  • Microsoft Dynamics CRM SDK for 2015

Who this book is for

This book targets skilled developers who want to build business-solution software and are new to application development in Microsoft Dynamics CRM.

Conventions

In this book, you will find a number of text styles that distinguish between different kinds of information. Here are some examples of these styles and an explanation of their meaning.

Code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles are shown as follows: "Microsoft Dynamics CRM 2015 application navigation is controlled by SiteMap.xml."

A block of code is set as follows:

if (typeof(HIMBAP) == "undefined") {
    HIMBAP = {
        __namespace: true
    };
}

New terms and important words are shown in bold. Words that you see on the screen, for example, in menus or dialog boxes, appear in the text like this: "In case of CRM online, we can check the consumption of the resources by navigating to Settings | Administration | Resources In User."

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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