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

Summary


This chapter was focused on introducing and using client-side enhancements available with Microsoft Dynamics CRM 2016. We also covered some of the client-side script functions with examples. You learned how to use JavaScript functions to validate data for automations and to create web resources. Also, we discussed the Web API in the later part, which is a new way of querying CRM data directly from JavaScript.

In the next chapter, you will learn about new mobile enhancements in Dynamics CRM. You will get a better understanding of mobile and tablet enhancements, the supported platforms, the browsers for mobile and tablet apps, installing the Microsoft Dynamics CRM 2016 phone App, previewing form customization changes on a phone, and the tablet look-and-feel available with Microsoft Dynamics CRM 2016.