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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

What are Processes?


In the context of Dynamics CRM, Processes are a generic category that cover a few functional features all grouped together. A process is any type of automation introduced as part of customizing the system, and it involves multiple actions grouped together. As such, some examples of processes supported by the platform include Dialogs, Workflows, Actions, and Business Process Flows.

In the context of customizing Dynamics CRM, processes are created and grouped as part of one or more solutions. Within the solution, processes are listed as a separate category, and are accessible on their own configuration tab.

Working within a solution, we can add new or existing processes, remove processes, or completely delete them. Other options include the Activation and Deactivation of a process. Any process, in order to be available to users, must be activated. While a process is active, it cannot be removed and/or deleted.

When working with a large number of processes customized in a solution...

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