Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Actions


Actions are a special type of process in Dynamics CRM. They were introduced with Dynamics CRM 2013, and are used to define custom messages. Actions are used to add new functionality to the organization web service or to combine multiple organization web service message requests into a single one.

The basic actions in most systems are defined by verbs such as create, update, and delete. CRM systems add assign to this list. Through actions, we can define additional functionalities like escalate, approve, schedule, route, and so on. By combining processes based on the core actions, system customizers can create new actions for specific business needs.

Actions are defined by implementing workflows. The action workflows are registered in the core operation of the execution pipeline.

Actions are supported in both on-premise and online Dynamics CRM organizations, but just like workflows, when defined using declarative XAML, they are only supported in Dynamics CRM on-premise and Internet Facing...