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Mastering Microsoft Dynamics CRM 2016

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
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Mastering Microsoft Dynamics CRM 2016

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 (13 chapters)
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Entity forms


Microsoft Dynamics CRM 2016 provides several types of forms, which can be utilized for different purposes. The following form types are available in Microsoft Dynamics CRM 2016:

  • Main form: This is the main web form that is opened when the user navigates to the record. These forms provide the main user interface for interacting with entity data.
  • Quick-create form: This form can be configured for data entry by the user.
  • Quick-view form: This form can be configured on the main forms of entities with a 1:N relationship with parent entity.
  • Mobile form: This is filled by users browsing the Microsoft Dynamics CRM site via mobile devices. We will explore enhancements for mobile in later chapters.

For the sake of understanding, we will just consider out-of-box contact entities and their respective forms:

  1. Main form: The main form is the entity form that is opened when the user navigates to the record. Navigate to Sales | CONTACT and click on any of the records. On doing so, the main form of...
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Mastering Microsoft Dynamics CRM 2016
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