- Microsoft Dynamics CRM 2015 Application Design
- Table of Contents
- Microsoft Dynamics CRM 2015 Application Design
- Credits
- About the Author
- About the Reviewers
- www.PacktPub.com
- Preface
- 1. Getting Started with Microsoft Dynamics CRM 2015
- Deployment options
- Microsoft Dynamics CRM 2015 clients
- Software and hardware requirements
- Upgrade options
- 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
- New fields for calculation
- 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
- Data types in Microsoft Dynamics CRM 2015
- Field properties
- Setting data structures for a training solution
- Customizing entity forms
- Customizing application navigation
- Setting up a training catalog
- Understanding security
- Testing customization
- Summary
- 3. Client-side Logic with Microsoft Dynamics CRM 2015
- 4. Working with Processes
- Understanding processes
- Building a library management solution
- Understanding business process flow
- Understanding workflows
- Creating asynchronous workflows
- Creating synchronous workflows
- Understanding dialogs
- Understanding actions
- Business process flows versus workflows, dialogs, and actions
- Testing library management
- Summary
- 5. Working with CRM SDK
- Understanding CRM extendibility architecture
- An introduction to the Microsoft Dynamics CRM SDK
- Knowing about CRM assemblies
- Understanding CRM web services
- Using client APIs for CRM connections
- Working with organization web services
- Working with discovery web service
- Fetching data from the CRM database
- Top five new features in 2015 Update 1 for developers
- Integrating CRM with other systems
- Summary
- 6. Extending Microsoft Dynamics CRM 2015
- Introduction to plug-ins
- Synchronous versus a synchronous plug-ins
- Understanding plug-in event execution pipelines
- Writing your first sample plug-in
- Understanding plug-in registration
- Understanding IPluginExecutionContext
- Applying validation using plug-ins
- Passing parameters to plug-ins
- Troubleshooting plug-ins
- Working with custom workflows
- Understanding actions
- Summary
- 7. Creating a Project Tracking Application
- 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
- Other mobile clients
- Introduction to MDM
- Setting up the Microsoft Dynamics Marketing trial
- Integration with CRM
- Summary
- A. Data Model for Client Entities
- B. Data Model for Account Entities
- Index
Mahender Pal is a Microsoft Dynamics CRM technology specialist, trainer, and author. He has worked on various Microsoft technologies. He started working with Dynamics CRM 3.0, and since then he has worked on various Microsoft Dynamics CRM implementations. He has been a Microsoft MVP for Dynamics CRM for five years, loves to contribute to the Dynamics CRM community, and blogs regularly about Dynamics CRM. He wrote his first book, Microsoft Dynamics CRM 2011 Application Design, Packt Publishing, which was based on developing xRM solutions using Dynamics CRM 2011.
He is a nature lover and loves to spend vacations in his native place, Himachal Pradesh, India, with his family. He is the founder of HIMBAP, which is a training and consulting company.
I would like to dedicate this book to my late father, Joginder Singh, and my mother, Kamla Devi, because they made me who I am. To my wife, Sonia, for supporting me during the writing of this book, and my kids, Diksha and Arnav, because of their continued unconditional love and amazing understanding about my work throughout the writing of this book.
To my brothers, Jasbir and Vikram, my nephews (Himanshu, Vini, Ayush, and Abhit), and nieces, Nishu and Kriti, for supporting me.
I would like to thank Packt Publishing for giving me the opportunity to write this book. My special thanks go to my technical reviewers Tanguy, Nishant Rana, James Wood, Ahmad Saad and Akashdeep Kundu, and my content development editor for giving me their valuable feedback for drafts.
And finally I would like to thank my friends, my team members, and Microsoft Dynamics CRM community for their support.
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