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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
3.2 (6)
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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization

3.2 (6)
By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (8 chapters)
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7
Index

Entity Elements

Within a solution, we work with various entities. In Dynamics CRM, there are three main entity types:

  • System entities
  • Business entities
  • Custom entities

Each entity is comprised of various attributes, while each attribute is defined as a value with a specific data type. We can think of an entity as a data table. Each row represents an entity record, while each column represents an entity attribute. As with any table, each attribute has specific properties that define its data type.

The System entities in Dynamics CRM are used internally by the application, and are not customizable. They too cannot be deleted.

As a system customizer or developer, we will work mainly with Business entities and Custom entities. The Business entities are the default entities that come with the application. They are customizable, and can be extended as needed. Custom entities are all not new entities that are created as part of our system customizations.

Aspects of customizing an entity include renaming...

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