Microsoft Dynamics CRM 2016 customization /
Annotation
Saved in:
| Online Access: |
Full text (MCPHS users only) |
|---|---|
| Main Author: | |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
Birmingham :
Packt Publishing,
2016
|
| Edition: | Second edition. |
| Subjects: | |
| Local Note: | ProQuest Ebook Central |
Table of Contents:
- Cover ; Copyright; Credits; About the Author; About the Reviewer; www.PacktPub.com; Table of Contents; Preface; Chapter 1: Getting Started; Introducing Dynamics CRM; Features of Dynamics CRM; Scalability; Extensibility; Ability to integrate with other systems; Ease of use; Global Data Center Locations for Dynamics CRM Online; Advantages of Choosing Dynamics CRM Online; What do you need to customize Dynamics CRM?; Steps to Setting up an Environment; Opening a free 30-day trial of Dynamics CRM Online; Integrating Dynamics CRM Online with Outlook; Installing Dynamics CRM for Outlook.
- Configure a domain name for your environmentIntegrating with Office 365 E3 trial services; Summary; Chapter 2: The Dynamics CRM Application Structure ; Dynamics CRM modules; CRM Sales module; CRM Sales module Entities; Sales Processes; The Sales Dashboards; Sales Reports; Marketing features; CRM Service module; Interactive Service Hub; Service Entities; Service Processes; Service Dashboards; Service Reports; CRM Marketing Module; Marketing Entities; Dynamics CRM Marketing Module Dashboards; Marketing Reports; Dynamics CRM application elements; Modules; Entities; System Entities.
- Business EntitiesCustom Entities; Processes; Dialogs; Workflows; Actions; Business Process Flows; Dashboards; Reports; The Extensibility options; Application navigation; Summary; Chapter 3: Customizing Entities ; Solution Package; Components of Solution; Types of Solution; Unmanaged Solutions; Managed Solutions; Solution Publisher; Solution Layering; The Default Solution; Solution Segmentation; Solution Cloning and Patching; Entity Elements; Renaming an Entity; Change Entity Settings and Properties; Entity Definition; Areas that display this entity; Options for Entity; Primary Field Settings.
- Business versus Custom EntitiesBusiness Entities; Custom Entities; Extending Entities; Record Images; Entity Forms, Quick View, and Quick Create Forms; The Entity Form; Customizing Forms; Tabs; Sections; iFrames; Sub-grids; Fields; Global Option Sets; Spacers; Entity Views and Charts; Charts; Dashboards; Entity Relationships; One-to-Many (1:N) and Many-to-One (N:1) Relationships; Many-to-Many (N:N) Relationships; Messages; Composite fields; Calculated Fields; Rollup fields; SLAs and the Timer Control; Standard versus Enhanced SLAs; How SLAs are applied; Working with Documents.
- Client to Server Integration with SharePointServer to Server Integration with SharePoint; Configuring the target SharePoint Server; Enable entity Document Management; OneDrive Integration; Office Graph Integration; Geolocation; Summary; Chapter 4: Building Better Business Functionality ; What are Processes?; Dialogs; Creating a Dialog; Dialog Steps; Managing Dialogs; Workflows; Creating a Workflow; Real-time Workflows; Actions; Quick View and Quick Create Forms; Entity Forms; Quick View Forms; Quick Create Forms; Business Rules; Limitations of Business Rules; Business Process Flows.
