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Mastering Microsoft Dynamics CRM 2016

You're reading from   Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st 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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Table of Contents (13) Chapters Close

Preface 1. History of Dynamics CRM FREE CHAPTER 2. Working with Sales 3. Working with Services 4. Working with Marketing 5. Working with the XRM Framework 6. Analytics with CRM 7. Workflow Development with Dynamics CRM 8. Client-Side Scripting 9. Enhancements for Mobile 10. Plugin Development with Dynamics CRM 11. Business Process Flows and Business Rules 12. New Features in CRM 2016

Scenario walkthrough


This section highlights how plugins are used in Dynamics CRM. For ease of understanding, we will continue with the same school management scenario that we explored in Chapter 5Working with the XRM Framework..

Scenario 1

The teacher of a class wishes to capture some key information for any student registering in the management system. The school management has several school buses in its roaster. Each roaster pertains to a region. Based on the post code and city of the student's home, they are classified into various regions. The school maintains that list of master data in Dynamics CRM. They wish that the system automatically updates the region of the student when the post code and city details are entered in the student's record.

The first step would be maintaining a master data for region, post code, and city. Given the concepts of data normalization and ease of data entry, we will consider the following entities in the Dynamics CRM system. The list of attributes against...

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