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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Entity forms

Microsoft Dynamics 365 provides several types of form that can be utilized for different purposes. The following form types are available in Microsoft Dynamics 365:

  • Main form: This is the main web form that is opened when the user navigates to the record. These forms provide the main user interface for interacting with entity data.
  • Quick-create form: This form can be configured for data entry by the user.
  • Quick-view form: This form can be configured on the main forms of entities with a 1:N relationship with the parent entity.
  • Mobile form: This is completed by users browsing the Microsoft Dynamics 365 site via mobile devices. We will explore enhancements for mobile in later chapters.

For the sake of understanding, we will just consider out-of-the-box contact entities and their respective forms:

  • Main form: The main form is the entity form that is opened when the...
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