Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

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 (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Workflows


A workflow is another type of process that can be defined within the Dynamics CRM platform. This process is used to model and automate business processes.

There are two types of workflows customizable with Dynamics CRM 2016:

  • Background workflows (async)

  • Real-time workflows

Workflows run in the background. They are triggered either automatically based on certain triggers on the entity forms, based on specific conditions, or they can be started manually by a user. Starting a workflow manually is done by navigating to a record and selecting the Run Workflow option on the ribbon.

Once the Run Workflow option is selected, the user is presented with a dialog to select On Demand Workflow to be run.

If no workflows are customized for this specific entity, or no workflows are enabled, the Look Up Record view will not display any records. For records to be available in this view, a few conditions must be met:

  • The workflow has to be enabled

  • The workflow has to be targeted to the entity we are trying...