Mastering Microsoft Dynamics CRM 2016

This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications.
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Mastering Microsoft Dynamics CRM 2016

Deepesh Somani

This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications.
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Book Details

ISBN 139781786466617
Paperback402 pages

Book Description

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

Chapter 1: History of Dynamics CRM
Microsoft Dynamics CRM 2016 overview
Marketing
Working with Campaigns in Dynamics 365
Service
The XRM framework
Analytics with CRM
Workflow development
Client-side enhancements in Microsoft Dynamics CRM 2016
Enhancements for mobile
Plugin development
Business Process Flows and Business Rules
New features in Microsoft Dynamics CRM 2016
Summary
Chapter 2: Working with Sales
The stages of the sales process
Entities in Dynamics CRM
Case studies
Summary
Chapter 3: Working with Services
Entities in the Service module
The Interactive Service Hub
Case studies
Summary
Chapter 4: Working with Marketing
Contents of the Marketing module
Marketing list
Campaigns
Quick campaigns
Scenario 1
Scenario 2
Scenario 3
A note on Microsoft Dynamics Marketing
Summary
Chapter 5: Working with the XRM Framework
Scenario walkthrough
Adding resources
Relationships
Scenario 1
Scenario 2
Entity forms
Entity views
Summary
Chapter 6: Analytics with CRM
Word templates
Scenario
Uploading the template to Dynamics CRM
Excel templates
Summary
Chapter 7: Workflow Development with Dynamics CRM
Types of workflow
Scenario walkthrough
Summary
Chapter 8: Client-Side Scripting
Scenario 1
Microsoft Dynamics 365 Web API
Scenario 2
Scenario 3
Scenario 4
Summary
Chapter 9: Enhancements for Mobile
Microsoft Dynamics CRM 2016 mobile application requirements
Microsoft Dynamics CRM 2016 tablet application requirements
Microsoft Dynamics CRM 2016 tablet web browser support
Scenario 1
Scenario 2
Visual controls in Microsoft Dynamics CRM 2016
A scenario for visual controls
Summary
Chapter 10: Plugin Development with Dynamics CRM
Event execution pipeline
Writing a plugin
Scenario walkthrough
Summary
Chapter 11: Business Process Flows and Business Rules
Key components
Key changes
Creating a business rule
Scenario walkthrough
Business Process Flows
Creating a Business Process Flow
Scenario walkthrough
Summary
Chapter 12: New Features in CRM 2016
Scenario 1 – using customer field types
Scenario 2 – working with solutions
Scenario 3 – feedback
Scenario 4 – configuring relevance search
Summary

What You Will Learn

  • Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations
  • Learn about the XRM framework of Dynamics CRM 2016 and leverage its features
  • Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM
  • Get an enhanced Dynamics CRM analytics experience with Word and Excel templates
  • Develop client-side applications using JavaScript and Web API
  • How to develop plugins and workflows using Dynamics CRM 2016
  • Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016

Authors

Table of Contents

Chapter 1: History of Dynamics CRM
Microsoft Dynamics CRM 2016 overview
Marketing
Working with Campaigns in Dynamics 365
Service
The XRM framework
Analytics with CRM
Workflow development
Client-side enhancements in Microsoft Dynamics CRM 2016
Enhancements for mobile
Plugin development
Business Process Flows and Business Rules
New features in Microsoft Dynamics CRM 2016
Summary
Chapter 2: Working with Sales
The stages of the sales process
Entities in Dynamics CRM
Case studies
Summary
Chapter 3: Working with Services
Entities in the Service module
The Interactive Service Hub
Case studies
Summary
Chapter 4: Working with Marketing
Contents of the Marketing module
Marketing list
Campaigns
Quick campaigns
Scenario 1
Scenario 2
Scenario 3
A note on Microsoft Dynamics Marketing
Summary
Chapter 5: Working with the XRM Framework
Scenario walkthrough
Adding resources
Relationships
Scenario 1
Scenario 2
Entity forms
Entity views
Summary
Chapter 6: Analytics with CRM
Word templates
Scenario
Uploading the template to Dynamics CRM
Excel templates
Summary
Chapter 7: Workflow Development with Dynamics CRM
Types of workflow
Scenario walkthrough
Summary
Chapter 8: Client-Side Scripting
Scenario 1
Microsoft Dynamics 365 Web API
Scenario 2
Scenario 3
Scenario 4
Summary
Chapter 9: Enhancements for Mobile
Microsoft Dynamics CRM 2016 mobile application requirements
Microsoft Dynamics CRM 2016 tablet application requirements
Microsoft Dynamics CRM 2016 tablet web browser support
Scenario 1
Scenario 2
Visual controls in Microsoft Dynamics CRM 2016
A scenario for visual controls
Summary
Chapter 10: Plugin Development with Dynamics CRM
Event execution pipeline
Writing a plugin
Scenario walkthrough
Summary
Chapter 11: Business Process Flows and Business Rules
Key components
Key changes
Creating a business rule
Scenario walkthrough
Business Process Flows
Creating a Business Process Flow
Scenario walkthrough
Summary
Chapter 12: New Features in CRM 2016
Scenario 1 – using customer field types
Scenario 2 – working with solutions
Scenario 3 – feedback
Scenario 4 – configuring relevance search
Summary

Book Details

ISBN 139781786466617
Paperback402 pages
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