Microsoft Dynamics CRM Customization Essentials

Use a no-code approach to create powerful business solutions using Dynamics CRM 2015

About This Book

• Master the skills necessary to customize your system using the wizard driven capabilities of Dynamics CRM platform
• Use Business rules and flows to enforce and visually enhance the user experience
• A no-code approach to speed up the full range of Dynamics CRM features

Who This Book Is For

If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software.

In Detail

Dynamics CRM is Microsoft’s answer to customer relationship management. The platform’s flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.

Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.

Table of Contents

Chapter 1: Getting Started
Chapter 2: Dynamics CRM Application Structure
Chapter 3: Customizing Entities
Chapter 4: Business Processes
Chapter 5: Social Features in Microsoft Dynamics CRM
Chapter 6: Dynamics CRM Administration