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Microsoft Dynamics CRM 2015 Application Design

Book Description

Master professional-level business application designs using Microsoft Dynamics CRM 2015 and its xRM features

About This Book

  • Implement business logic using processes, plugins, and client-side scripts with MS CRM 2015
  • Develop custom xRM solutions to improve your business applications
  • A comprehensive guide with a solution-based approach that covers the new features of Microsoft Dynamics CRM 2015 and increasingly advanced topics

Who This Book Is For

This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics CRM.

What You Will Learn

  • Customize your Microsoft Dynamics CRM 2015 business application with ease
  • Get to know about the new features and enhancements of Microsoft Dynamics CRM 2015
  • Implement process automation using workflows, business rules, and business process flows
  • Carry out client-side logic and consume CRM web services using client-side code
  • Work across all your iOS platforms or devices with the integration feature of SDK
  • Develop and deploy plug-ins and learn how to troubleshoot issues
  • Know the how-to’s of mobile enhancements with Microsoft Dynamics

In Detail

Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.

Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.

Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.

The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.

Style and approach

A solution-based guide to learn Microsoft Dynamics CRM’s newest features, and customize and extend CRM’s capabilities. Each topic is presented with comprehensive examples for creating custom solutions.

Downloading the example code for this book. You can download the example code files for all Packt books you have purchased from your account at http://www.PacktPub.com. If you purchased this book elsewhere, you can visit http://www.PacktPub.com/support and register to have the code file.

Table of Contents

  1. Microsoft Dynamics CRM 2015 Application Design
    1. Table of Contents
    2. Microsoft Dynamics CRM 2015 Application Design
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers, and more
        1. Why subscribe?
        2. Free access for Packt account holders
        3. Instant updates on new Packt books
    7. Preface
      1. What this book covers
      2. What you need for this book
      3. Who this book is for
      4. Conventions
      5. Reader feedback
      6. Customer support
        1. Downloading the example code
        2. Downloading the color images of this book
        3. Errata
        4. Piracy
        5. Questions
    8. 1. Getting Started with Microsoft Dynamics CRM 2015
      1. Deployment options
        1. Microsoft Dynamics CRM on-premise versus online
          1. Database access
          2. New updates
          3. Integration
          4. Availability
          5. Security
          6. CRM add-ons
          7. Extension and customization
      2. Microsoft Dynamics CRM 2015 clients
        1. Web client
        2. Outlook client
        3. Mobile client
      3. Software and hardware requirements
      4. Upgrade options
        1. In place
        2. Migration upgrade
        3. Cleaning all 2007 endpoints
        4. Support for the Microsoft Dynamics CRM 4.0 object model
      5. Licensing model for Microsoft Dynamics CRM 2015
      6. The new features in Microsoft Dynamics CRM 2015
        1. Global search
        2. Business rules enhancement
        3. Business process flow
        4. Hierarchy visualization
        5. Hierarchical security
          1. Manager hierarchy
          2. Position
        6. New fields for calculation
          1. Calculated fields
          2. Rollup field
        7. New capability for mobile client
        8. Product catalog enhancement
        9. Field-level security enhancement
        10. Creating custom help
        11. Disabling the welcome screen
        12. Nested quick create forms
        13. New outlook configuration wizard
        14. Service Level Agreement enhancement
        15. Synchronization between CRM and Outlook or Exchange
      7. Summary
    9. 2. Customizing Microsoft Dynamics CRM 2015
      1. Training solution scope
      2. Training solution design
      3. Understanding the customization concept
      4. Customizing Microsoft Dynamics CRM 2015
        1. Understanding application navigation
        2. Understanding solutions
        3. Creating the publisher
        4. Creating our solution
        5. Adding components to our solution
        6. Customizing entities
          1. Renaming entities
        7. Data types in Microsoft Dynamics CRM 2015
          1. Single line of text
          2. Option sets
          3. Two options
          4. Images
          5. Whole numbers
          6. Floating point numbers
          7. Decimals
          8. Currency
          9. Multiple lines of text
          10. Date and time
          11. Lookup
        8. Field properties
        9. Setting data structures for a training solution
          1. Creating a new attribute
          2. Setting field mapping
        10. Customizing entity forms
          1. The main form
          2. Understanding the social pane
          3. Understanding the sub grid
          4. Mobile express forms
            1. Quick create forms
            2. Quick view forms
          5. Designing other forms
            1. Client main form design
            2. Client quick create form design
            3. Contact main form design
            4. Proposal main form design
        11. Customizing application navigation
      5. Setting up a training catalog
      6. Understanding security
        1. Role-based security
        2. Record-based security
        3. Field-level security
      7. Testing customization
      8. Summary
    10. 3. Client-side Logic with Microsoft Dynamics CRM 2015
      1. Understanding the client scripting object model
      2. Understanding web resources
        1. Creating our first web resource
      3. Accessing forms and controls using client-side code
        1. Context namespaces
        2. Data namespaces
        3. UI namespaces
      4. Understanding client-side events
        1. Form events
          1. OnLoad event
          2. OnSave event
        2. Field events
        3. Control events
          1. TabStateChange
          2. OnReadyStateComplete
          3. PreSearch
      5. Using CRM web services in client-side code
        1. OData
          1. OData query options
            1. $select
            2. $filter
            3. $top
            4. $orderby
            5. $skip
            6. $expand
        2. Working with organization data services
        3. Modern SOAP
        4. OData versus Modern SOAP
      6. Understanding business rules
        1. Actions in business rules
          1. Showing error messages
          2. Setting business requirements
          3. Setting field values
          4. Setting visibility
          5. Setting default values
          6. Locking or unlocking fields
        2. Server-side versus client-side business rules
      7. Summary
    11. 4. Working with Processes
      1. Understanding processes
      2. Building a library management solution
        1. Library management solution design
        2. Adding components to solution
        3. Customizing entities
        4. Customizing member entity
        5. Creating a custom entity
          1. Entity definition
          2. Areas that display this entity
          3. Process
          4. Communication and collaboration
          5. Data services
          6. Outlook and mobile
          7. Form design
          8. Creating entity views
            1. Creating book entity
            2. Form design
            3. Creating an auto number configuration entity
            4. Setting a relationship with the member and book entities
      3. Understanding business process flow
        1. Using stages
        2. Using branching logic
        3. Controlling and ordering business process flows
        4. Creating business process flow
      4. Understanding workflows
        1. Activating workflow
        2. Available to run
        3. Workflow job retention
        4. Automatic execution events
          1. Workflow scope
      5. Creating asynchronous workflows
      6. Creating synchronous workflows
        1. Generating Autoid using a real-time workflow
      7. Understanding dialogs
        1. Designing dialogs
        2. Calling Dialog
      8. Understanding actions
        1. Designing actions
        2. Action scopes
        3. Action arguments
        4. Calling actions
      9. Business process flows versus workflows, dialogs, and actions
      10. Testing library management
      11. Summary
    12. 5. Working with CRM SDK
      1. Understanding CRM extendibility architecture
        1. CRM databases
        2. Platform layers
        3. Processes
        4. CRM Web services
        5. Plug-ins
        6. Reporting
        7. Client extensions
        8. Integrated extensions
      2. An introduction to the Microsoft Dynamics CRM SDK
      3. Knowing about CRM assemblies
      4. Understanding CRM web services
        1. Deployment service
        2. Discovery service
        3. Organization service
        4. Organization data service
        5. Early bound
        6. Late bound
      5. Using client APIs for CRM connections
      6. Working with organization web services
        1. Create
        2. Update
        3. Retrieve
        4. RetrieveMultiple
        5. Delete
        6. Associate
        7. Disassociate
        8. Execute
        9. Testing the console application
      7. Working with discovery web service
      8. Fetching data from the CRM database
        1. QueryByAttribute
        2. QueryExpression
          1. FetchXML
          2. LINQ
      9. Top five new features in 2015 Update 1 for developers
        1. Update message improvement
        2. Executing multiple operations in a single transaction
        3. Alternate keys and upsert
          1. Optimistic concurrency
          2. Tracing
      10. Integrating CRM with other systems
        1. On demand
        2. Batch processing
      11. Summary
    13. 6. Extending Microsoft Dynamics CRM 2015
      1. Introduction to plug-ins
      2. Synchronous versus a synchronous plug-ins
      3. Understanding plug-in event execution pipelines
        1. Stage 10: Pre-validation
        2. Stage 20: Pre-operation
        3. Stage 30: Main-operation
        4. Stage 40: Post-operation
        5. Plug-in events
      4. Writing your first sample plug-in
      5. Understanding plug-in registration
        1. Plug-in mode
        2. Assembly storage
          1. Database
          2. Disk
          3. GAC
        3. Registering plug-in steps
          1. Message
          2. Primary entity
          3. Secondary entity
          4. Filtering attribute
          5. Run in user's context
          6. Execution order
          7. Event
          8. Execution Mode
          9. Deployment
          10. Delete AsyncOperation if StatusCode = Successful
          11. Secured/Unsecured Configuration
      6. Understanding IPluginExecutionContext
        1. Getting organization service
          1. Getting input and output arguments
        2. Understanding shared variables
        3. Understanding plug-in images
      7. Applying validation using plug-ins
      8. Passing parameters to plug-ins
      9. Troubleshooting plug-ins
        1. Debugging plug-ins
      10. Working with custom workflows
        1. Using parameters in custom workflows
        2. Adding custom workflows in library management systems
        3. Using custom workflows
      11. Understanding actions
        1. Designing actions
      12. Summary
    14. 7. Creating a Project Tracking Application
      1. Project tracking application design
      2. Customizing CRM for the project tracking application
        1. Adding existing entities to the solution
        2. Customizing the account entity
        3. Setting up the project entity
        4. Setting up a user story entity
        5. Setting up a project tasks entity
          1. Using filtered lookups
        6. Setting up a timesheet entity
          1. Using calculated fields
        7. Setting up issue entity
      3. Using rollup fields for aggregation
        1. Completing the project entity design
      4. Understanding activity feeds
        1. Utilizing activity feeds
          1. Setting the auto post rule
        2. Getting updates
      5. Setting up teams
        1. Sharing records with a team
      6. Preparing data visualization
        1. Creating dashboard
      7. Summary
    15. 8. Introduction to Mobile Client and Microsoft Dynamics Marketing
      1. Introduction to Microsoft Dynamics CRM mobility
      2. Accessing CRM using mobiles
      3. Accessing CRM on tablets
      4. Entities available over mobiles
      5. Customizing mobile clients
      6. New enhancements for MOCA
        1. Offline drafts
        2. Multiple dashboards
      7. Other mobile clients
        1. Resco Mobile CRM
        2. CWR Mobile CRM for Microsoft Dynamics CRM
      8. Introduction to MDM
        1. Projects
        2. Marketing execution
        3. Assets and media
        4. Budgeting
        5. Performance
      9. Setting up the Microsoft Dynamics Marketing trial
      10. Integration with CRM
      11. Summary
    16. A. Data Model for Client Entities
      1. Data model for contact entities
      2. Data model for proposal entities
      3. Data model for training request entities
    17. B. Data Model for Account Entities
      1. Data model for project entity
      2. Data model for project tasks
      3. Data model for issue entity
      4. Data model for timesheet entity
      5. Data model for user story entity
    18. Index