Microsoft Dynamics CRM 2016 Customization Second Edition Use a no-code approach to create powerful business solutions using Dynamics CRM 2016 Nicolae Tarla BIRMINGHAM - MUMBAI [ FM-1 ].
Microsoft Dynamics CRM 2016 Customization Second Edition Copyright © 2016 Packt Publishing All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Credits Author Project Coordinator Nicolae Tarla Judie Jose Reviewer Proofreader Ian Grieve Safis Editing Commissioning Editor Indexer Veena Pagare Mariammal Chettiyar Acquisition Editor Graphics Ruchita Bhansali Disha Haria Content Development Editor Production Coordinator Sanjeet Rao Conidon Miranda Technical Editor Cover Work Deepti Tuscano Conidon Miranda Copy Editor Merilyn Pereira [ FM-3 ].
About the Author Nicolae Tarla is a Microsoft Dynamics CRM consultant involved in solution architecture and technical presales. He has worked on various mid-size to enterprise-level Dynamics CRM and SharePoint implementations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the product.
About the Reviewer Ian Grieve is a Microsoft® Most Valuable Professional for Microsoft Dynamics GP and is also a certified Dynamics CRM consultant specializing in the delivery of Microsoft Dynamics GP and CRM projects. He is the ERP Practice Manager at Perfect Image Ltd. and a Microsoft Partner and VAR in the North East of England.
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Table of Contents Preface vii Chapter 1: Getting Started 1 Introducing Dynamics CRM 2 Features of Dynamics CRM 3 Scalability 3 Extensibility 3 Ability to integrate with other systems 6 Ease of use 7 Global Data Center Locations for Dynamics CRM Online 8 Advantages of Choosing Dynamics CRM Online 9 What do you need to customize Dynamics CRM? 11 Steps to Setting up an Environment 11 Opening a free 30-day trial of Dynamics CRM Online 12 Integrating Dynamics CRM Online with Outlook 24 Installing Dynamics CRM for Outlook 25 Configure a domain name for your environment 30 Integrating with Office 365 E3 trial services 41 Summary 45 Chapter 2: The Dynamics CRM Application Structure 47 Dynamics CRM modules 48 CRM Sales module 48 CRM Sales module Entities 49 Sales Processes 61 The Sales Dashboards 65 Sales Reports 69 Marketing features 70 CRM Service module 70 Interactive Service Hub 71 Service Entities 75 Service Processes 79 [ i ].
Table of Contents Service Dashboards 80 Service Reports 84 CRM Marketing Module 84 Marketing Entities 84 Dynamics CRM Marketing Module Dashboards 91 Marketing Reports 93 Dynamics CRM application elements 93 Modules 93 Entities 94 System Entities 94 Business Entities 95 Custom Entities 95 Processes 95 Dialogs 95 Workflows 96 Actions 97 Business Process Flows 97 Dashboards 98 Reports 99 The Extensibility options 99 Application navigation 100 Summary 101 Chapter 3: Dynamics CRM Customization 103 Solution Package 104 Components of Solution 104 Types of Solution 106 Unmanaged Solutions 106 Managed Solutions 107 Solution Publisher 108 Solution Layering 108 The Default Solution 109 Solution Segmentation 109 Solution Cloning and Patching 111 Entity Elements 115 Renaming an Entity 115 Change Entity Settings and Properties 116 Entity Definition 117 Areas that display this entity 117 Options for Entity 117 Primary Field Settings 117 Business versus Custom Entities 118 Business Entities 118 Custom Entities 119 [ ii ].
Table of Contents Extending Entities 119 Record Images 120 Entity Forms, Quick View, and Quick Create Forms 121 The Entity Form 121 Customizing Forms 124 Tabs 125 Sections 127 iFrames 128 Sub-grids 129 Fields 132 Global Option Sets 134 Spacers 134 Entity Views and Charts 135 Charts 138 Dashboards 139 Entity Relationships 140 One-to-Many (1:N) and Many-to-One (N:1) Relationships 141 Many-to-Many (N:N) Relationships 142 Messages 143 Composite fields 144 Calculated Fields 145 Rollup fields 147 SLAs and the Timer Control 149 Standard versus Enhanced SLAs 150 How SLAs are applied 156 Working with Documents 157 Client to Server Integration with SharePoint 158 Server to Server Integration with SharePoint 158 Configuring the target SharePoint Server 159 Enable entity Document Management 161 OneDrive Integration 164 Office Graph Integration 166 Geolocation 167 Summary 169 Chapter 4: Building Better Business Functionality 171 What are Processes? 172 Dialogs 173 Creating a Dialog 175 Dialog Steps 178 Managing Dialogs 183 [ iii ].