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by Mahender Pal
Microsoft Dynamics CRM 2015 Application Design
Microsoft Dynamics CRM 2015 Application Design
Table of Contents
Microsoft Dynamics CRM 2015 Application Design
Credits
About the Author
About the Reviewers
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Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Started with Microsoft Dynamics CRM 2015
Deployment options
Microsoft Dynamics CRM on-premise versus online
Database access
New updates
Integration
Availability
Security
CRM add-ons
Extension and customization
Microsoft Dynamics CRM 2015 clients
Web client
Outlook client
Mobile client
Software and hardware requirements
Upgrade options
In place
Migration upgrade
Cleaning all 2007 endpoints
Support for the Microsoft Dynamics CRM 4.0 object model
Licensing model for Microsoft Dynamics CRM 2015
The new features in Microsoft Dynamics CRM 2015
Global search
Business rules enhancement
Business process flow
Hierarchy visualization
Hierarchical security
Manager hierarchy
Position
New fields for calculation
Calculated fields
Rollup field
New capability for mobile client
Product catalog enhancement
Field-level security enhancement
Creating custom help
Disabling the welcome screen
Nested quick create forms
New outlook configuration wizard
Service Level Agreement enhancement
Synchronization between CRM and Outlook or Exchange
Summary
2. Customizing Microsoft Dynamics CRM 2015
Training solution scope
Training solution design
Understanding the customization concept
Customizing Microsoft Dynamics CRM 2015
Understanding application navigation
Understanding solutions
Creating the publisher
Creating our solution
Adding components to our solution
Customizing entities
Renaming entities
Data types in Microsoft Dynamics CRM 2015
Single line of text
Option sets
Two options
Images
Whole numbers
Floating point numbers
Decimals
Currency
Multiple lines of text
Date and time
Lookup
Field properties
Setting data structures for a training solution
Creating a new attribute
Setting field mapping
Customizing entity forms
The main form
Understanding the social pane
Understanding the sub grid
Mobile express forms
Quick create forms
Quick view forms
Designing other forms
Client main form design
Client quick create form design
Contact main form design
Proposal main form design
Customizing application navigation
Setting up a training catalog
Understanding security
Role-based security
Record-based security
Field-level security
Testing customization
Summary
3. Client-side Logic with Microsoft Dynamics CRM 2015
Understanding the client scripting object model
Understanding web resources
Creating our first web resource
Accessing forms and controls using client-side code
Context namespaces
Data namespaces
UI namespaces
Understanding client-side events
Form events
OnLoad event
OnSave event
Field events
Control events
TabStateChange
OnReadyStateComplete
PreSearch
Using CRM web services in client-side code
OData
OData query options
$select
$filter
$top
$orderby
$skip
$expand
Working with organization data services
Modern SOAP
OData versus Modern SOAP
Understanding business rules
Actions in business rules
Showing error messages
Setting business requirements
Setting field values
Setting visibility
Setting default values
Locking or unlocking fields
Server-side versus client-side business rules
Summary
4. Working with Processes
Understanding processes
Building a library management solution
Library management solution design
Adding components to solution
Customizing entities
Customizing member entity
Creating a custom entity
Entity definition
Areas that display this entity
Process
Communication and collaboration
Data services
Outlook and mobile
Form design
Creating entity views
Creating book entity
Form design
Creating an auto number configuration entity
Setting a relationship with the member and book entities
Understanding business process flow
Using stages
Using branching logic
Controlling and ordering business process flows
Creating business process flow
Understanding workflows
Activating workflow
Available to run
Workflow job retention
Automatic execution events
Workflow scope
Creating asynchronous workflows
Creating synchronous workflows
Generating Autoid using a real-time workflow
Understanding dialogs
Designing dialogs
Calling Dialog
Understanding actions
Designing actions
Action scopes
Action arguments
Calling actions
Business process flows versus workflows, dialogs, and actions
Testing library management
Summary
5. Working with CRM SDK
Understanding CRM extendibility architecture
CRM databases
Platform layers
Processes
CRM Web services
Plug-ins
Reporting
Client extensions
Integrated extensions
An introduction to the Microsoft Dynamics CRM SDK
Knowing about CRM assemblies
Understanding CRM web services
Deployment service
Discovery service
Organization service
Organization data service
Early bound
Late bound
Using client APIs for CRM connections
Working with organization web services
Create
Update
Retrieve
RetrieveMultiple
Delete
Associate
Disassociate
Execute
Testing the console application
Working with discovery web service
Fetching data from the CRM database
QueryByAttribute
QueryExpression
FetchXML
LINQ
Top five new features in 2015 Update 1 for developers
Update message improvement
Executing multiple operations in a single transaction
Alternate keys and upsert
Optimistic concurrency
Tracing
Integrating CRM with other systems
On demand
Batch processing
Summary
6. Extending Microsoft Dynamics CRM 2015
Introduction to plug-ins
Synchronous versus a synchronous plug-ins
Understanding plug-in event execution pipelines
Stage 10: Pre-validation
Stage 20: Pre-operation
Stage 30: Main-operation
Stage 40: Post-operation
Plug-in events
Writing your first sample plug-in
Understanding plug-in registration
Plug-in mode
Assembly storage
Database
Disk
GAC
Registering plug-in steps
Message
Primary entity
Secondary entity
Filtering attribute
Run in user's context
Execution order
Event
Execution Mode
Deployment
Delete AsyncOperation if StatusCode = Successful
Secured/Unsecured Configuration
Understanding IPluginExecutionContext
Getting organization service
Getting input and output arguments
Understanding shared variables
Understanding plug-in images
Applying validation using plug-ins
Passing parameters to plug-ins
Troubleshooting plug-ins
Debugging plug-ins
Working with custom workflows
Using parameters in custom workflows
Adding custom workflows in library management systems
Using custom workflows
Understanding actions
Designing actions
Summary
7. Creating a Project Tracking Application
Project tracking application design
Customizing CRM for the project tracking application
Adding existing entities to the solution
Customizing the account entity
Setting up the project entity
Setting up a user story entity
Setting up a project tasks entity
Using filtered lookups
Setting up a timesheet entity
Using calculated fields
Setting up issue entity
Using rollup fields for aggregation
Completing the project entity design
Understanding activity feeds
Utilizing activity feeds
Setting the auto post rule
Getting updates
Setting up teams
Sharing records with a team
Preparing data visualization
Creating dashboard
Summary
8. Introduction to Mobile Client and Microsoft Dynamics Marketing
Introduction to Microsoft Dynamics CRM mobility
Accessing CRM using mobiles
Accessing CRM on tablets
Entities available over mobiles
Customizing mobile clients
New enhancements for MOCA
Offline drafts
Multiple dashboards
Other mobile clients
Resco Mobile CRM
CWR Mobile CRM for Microsoft Dynamics CRM
Introduction to MDM
Projects
Marketing execution
Assets and media
Budgeting
Performance
Setting up the Microsoft Dynamics Marketing trial
Integration with CRM
Summary
A. Data Model for Client Entities
Data model for contact entities
Data model for proposal entities
Data model for training request entities
B. Data Model for Account Entities
Data model for project entity
Data model for project tasks
Data model for issue entity
Data model for timesheet entity
Data model for user story entity
Index
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