Microsoft Dynamics CRM customization essentials : use a no-code approach to create powerful business solutions using Dynamics CRM 2015 /

If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software.

Detalles Bibliográficos
Clasificación:Libro Electrónico
Autor principal: Tarla, Nicolae (Autor)
Formato: Electrónico eBook
Idioma:Inglés
Publicado: Birmingham, UK : Packt Publishing, 2014.
Colección:Professional expertise distilled.
Temas:
Microsoft CRM.
Customer relations > Management > Computer programs.
BUSINESS & ECONOMICS > Industrial Management.
BUSINESS & ECONOMICS > Management.
BUSINESS & ECONOMICS > Management Science.
BUSINESS & ECONOMICS > Organizational Behavior.
Acceso en línea:Texto completo
Tabla de Contenidos:
  • Cover; Copyright; Credits; About the Author; About the Reviewers; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started; Dynamics CRM; Deployment options; Scalability; Extensibility; Ability to integrate with other systems; Ease of use; Prerequisites to customize Dynamics CRM; Setting up Dynamics CRM; Opening a free 30-day trial of Dynamics CRM Online; Integrating Dynamics CRM Online with Outlook; Installing CRM for Outlook; Summary; Chapter 2: Dynamics CRM Application Structure; Dynamics CRM core elements; Modules; Entities; System entities; Business entities
  • Custom entitiesThe Dynamics CRM modules; Shared entities; Account; Contact; Activity; Address; User; Connection role; Sales module; Sales entities; Sales processes; The sales dashboards; Sales reports; Marketing features; Service; Service entities; Service processes; Service dashboards; Service reports; Marketing; Marketing entities; Dynamics CRM marketing module dashboards; Marketing reports; Other core functionalities ; Processes; Dialogs; Workflows; Actions; Business process workflows; Dashboards; Reports; Extensibility options; Application navigation; Summary
  • Chapter 3: Customizing EntitiesSolutions; Types of solutions; Unmanaged solutions; Managed solutions; Solution properties; Solution layering; The default solution; Entity elements; Renaming an entity; Changing entity settings and properties; Entity definition; Areas that display this entity; Options for entity; Primary field settings; Business versus custom entities; Business entities; Custom entities; Extending entities; Entity forms; Form types; The main form; A mobile form; The quick create forms; The quick view forms; Customizing forms; Tabs; Sections; iframes; Sub-grids; Fields; Spacers
  • Entity relationshipsOne-to-many (1:N) and many-to-one (N:1) relationships; Many-to-many (N:N) relationships; Entity views and charts; Charts; Dashboards; Messages; Business rules; Conditions; Actions; Summary; Chapter 4: Business Processes; Processes; Dialogs; Workflows; Real-time workflows; Actions; Business rules; Limitations of business rules; Business process flows; Creating business process flows; Triggering workflows on business process flow stage changes; Summary; Chapter 5: Social Features in Microsoft Dynamics CRM; Social Pane; Social Pane
  • standard configuration options
  • Social Pane
  • extended customization optionsHiding a tab; Adding the Social Pane to custom entities; Customizing the entity; Configuring the post configuration; Customizing the form; Creating a custom new activity feed post; Microsoft Social Listening; Integrating social listening with Dynamics CRM; Dynamics CRM Online; Dynamics CRM on-premise; The application layout; Targeting sources; Configuring the analysis; The analytics summary; Volume history; Sources summary; Sources share of voice by language; Details of the analysis; Configuring alerts; Microsoft Dynamics CRM Insight by InsideView

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