Scenario

The teacher of a class wishes to capture some key information for any person registering in the management system. If the person is registering as a student, the teacher would wish to capture their performance in the final year exams that they attended in their previous school. Otherwise, if they are registering as a parent, the teacher would like to capture their current professional details.

Let's see how we can design the process.

As discussed earlier, we are using Dynamics CRM's out-of-box Contact entity to represent students, parents, and teachers. Therefore, the process being discussed will need to be set up on the Contact entity:

Business Process Flow scenario 1

Let's look at how we can achieve the requirements:

  1. In the first ...

Get Mastering Microsoft Dynamics CRM 2016 now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.