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

Actions


Actions are a special type of workflow in Dynamics CRM. They have been introduced with version 2013, and are used to define custom messages. Actions are used to add new functionality to the organization's web service or to combine multiple organization's 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 functionality such as 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.

The 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...