Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Scenario walkthrough


This section highlights how plugins are used in Dynamics CRM. For ease of understanding, we will continue with the same school management scenario that we explored in Chapter 5Working with the XRM Framework..

Scenario 1

The teacher of a class wishes to capture some key information for any student registering in the management system. The school management has several school buses in its roaster. Each roaster pertains to a region. Based on the post code and city of the student's home, they are classified into various regions. The school maintains that list of master data in Dynamics CRM. They wish that the system automatically updates the region of the student when the post code and city details are entered in the student's record.

The first step would be maintaining a master data for region, post code, and city. Given the concepts of data normalization and ease of data entry, we will consider the following entities in the Dynamics CRM system. The list of attributes against...