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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

Summary


As Microsoft Dynamics CRM continues to evolve, the focus of Microsoft is to try and make custom coding as less as possible. However, every now and then, there is bound to be some customer requirement that cannot be implemented without any custom coding. At that stage, plugins come to our rescue.

The main motive and skill that every Dynamics CRM consultant needs to enhance is to analyze the requirements correctly and categorize them categorically in terms of configurations and customizations. Other out-of-box configurations such as workflows and business rules should be explored before we accept the need to write a custom plugin to meet the desired needs of the customer.

In the next chapter, we will be going through Business Process Flows and Business Rules. You will learn how to create and use them for automation in Dynamics CRM.

 

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