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

Excel templates


Just like Word templates, we can also generate Excel templates in Dynamics CRM. The only difference between Word and Excel templates is that, while the Word template is for information relevant to one entity record, Excel templates are for information relevant to a set of entity records. Let's look at how an Excel template is generated:

  1. Navigate to the entity view for which you want to generate the Excel template:
  1. Click on the Excel Templates button:
  1. Select the template type as Excel Template, select the entity, and view names from the respective drop-down menus. Now, click on the Download File button:

As illustrated in the preceding screenshot, you can also click on the Edit Columns link for editing the columns that you want to be present in the Excel template.

Customizing data present in the document

Perform the following steps to customize the document that is created:

  1. Open the created Excel template:
  1. Now, you can enable editing in the document and add some new user-defined columns...