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Microsoft Dynamics CRM 2015 Application Design电子书

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45人正在读 | 0人评论 9.8

作       者:Mahender Pal

出  版  社:Packt Publishing

出版时间:2015-10-30

字       数:311.6万

所属分类: 进口书 > 外文原版书 > 电脑/网络

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Master professional-level business application designs using Microsoft Dynamics CRM 2015 and its xRM featuresAbout This BookImplement business logic using processes, plugins, and client-side *s with MS CRM 2015Develop custom xRM solutions to improve your business applicationsA 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 LearnCustomize your Microsoft Dynamics CRM 2015 business application with easeGet to know about the new features and enhancements of Microsoft Dynamics CRM 2015Implement process automation using workflows, business rules, and business process flowsCarry out client-side logic and consume CRM web services using client-side codeWork across all your iOS platforms or devices with the integration feature of SDKDevelop and deploy plug-ins and learn how to troubleshoot issuesKnow 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 *ing, 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.
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Microsoft Dynamics CRM 2015 Application Design

Table of Contents

Microsoft Dynamics CRM 2015 Application Design

Credits

About the Author

About the Reviewers

www.PacktPub.com

Support files, eBooks, discount offers, and more

Why subscribe?

Free access for Packt account holders

Instant updates on new Packt books

Preface

What this book covers

What you need for this book

Who this book is for

Conventions

Reader feedback

Customer support

Downloading the example code

Downloading the color images of this book

Errata

Piracy

Questions

1. Getting Started with Microsoft Dynamics CRM 2015

Deployment options

Microsoft Dynamics CRM on-premise versus online

Database access

New updates

Integration

Availability

Security

CRM add-ons

Extension and customization

Microsoft Dynamics CRM 2015 clients

Web client

Outlook client

Mobile client

Software and hardware requirements

Upgrade options

In place

Migration upgrade

Cleaning all 2007 endpoints

Support for the Microsoft Dynamics CRM 4.0 object model

Licensing model for Microsoft Dynamics CRM 2015

The new features in Microsoft Dynamics CRM 2015

Global search

Business rules enhancement

Business process flow

Hierarchy visualization

Hierarchical security

Manager hierarchy

Position

New fields for calculation

Calculated fields

Rollup field

New capability for mobile client

Product catalog enhancement

Field-level security enhancement

Creating custom help

Disabling the welcome screen

Nested quick create forms

New outlook configuration wizard

Service Level Agreement enhancement

Synchronization between CRM and Outlook or Exchange

Summary

2. Customizing Microsoft Dynamics CRM 2015

Training solution scope

Training solution design

Understanding the customization concept

Customizing Microsoft Dynamics CRM 2015

Understanding application navigation

Understanding solutions

Creating the publisher

Creating our solution

Adding components to our solution

Customizing entities

Renaming entities

Data types in Microsoft Dynamics CRM 2015

Single line of text

Option sets

Two options

Images

Whole numbers

Floating point numbers

Decimals

Currency

Multiple lines of text

Date and time

Lookup

Field properties

Setting data structures for a training solution

Creating a new attribute

Setting field mapping

Customizing entity forms

The main form

Understanding the social pane

Understanding the sub grid

Mobile express forms

Quick create forms

Quick view forms

Designing other forms

Client main form design

Client quick create form design

Contact main form design

Proposal main form design

Customizing application navigation

Setting up a training catalog

Understanding security

Role-based security

Record-based security

Field-level security

Testing customization

Summary

3. Client-side Logic with Microsoft Dynamics CRM 2015

Understanding the client scripting object model

Understanding web resources

Creating our first web resource

Accessing forms and controls using client-side code

Context namespaces

Data namespaces

UI namespaces

Understanding client-side events

Form events

OnLoad event

OnSave event

Field events

Control events

TabStateChange

OnReadyStateComplete

PreSearch

Using CRM web services in client-side code

OData

OData query options

$select

$filter

$top

$orderby

$skip

$expand

Working with organization data services

Modern SOAP

OData versus Modern SOAP

Understanding business rules

Actions in business rules

Showing error messages

Setting business requirements

Setting field values

Setting visibility

Setting default values

Locking or unlocking fields

Server-side versus client-side business rules

Summary

4. Working with Processes

Understanding processes

Building a library management solution

Library management solution design

Adding components to solution

Customizing entities

Customizing member entity

Creating a custom entity

Entity definition

Areas that display this entity

Process

Communication and collaboration

Data services

Outlook and mobile

Form design

Creating entity views

Creating book entity

Form design

Creating an auto number configuration entity

Setting a relationship with the member and book entities

Understanding business process flow

Using stages

Using branching logic

Controlling and ordering business process flows

Creating business process flow

Understanding workflows

Activating workflow

Available to run

Workflow job retention

Automatic execution events

Workflow scope

Creating asynchronous workflows

Creating synchronous workflows

Generating Autoid using a real-time workflow

Understanding dialogs

Designing dialogs

Calling Dialog

Understanding actions

Designing actions

Action scopes

Action arguments

Calling actions

Business process flows versus workflows, dialogs, and actions

Testing library management

Summary

5. Working with CRM SDK

Understanding CRM extendibility architecture

CRM databases

Platform layers

Processes

CRM Web services

Plug-ins

Reporting

Client extensions

Integrated extensions

An introduction to the Microsoft Dynamics CRM SDK

Knowing about CRM assemblies

Understanding CRM web services

Deployment service

Discovery service

Organization service

Organization data service

Early bound

Late bound

Using client APIs for CRM connections

Working with organization web services

Create

Update

Retrieve

RetrieveMultiple

Delete

Associate

Disassociate

Execute

Testing the console application

Working with discovery web service

Fetching data from the CRM database

QueryByAttribute

QueryExpression

FetchXML

LINQ

Top five new features in 2015 Update 1 for developers

Update message improvement

Executing multiple operations in a single transaction

Alternate keys and upsert

Optimistic concurrency

Tracing

Integrating CRM with other systems

On demand

Batch processing

Summary

6. Extending Microsoft Dynamics CRM 2015

Introduction to plug-ins

Synchronous versus a synchronous plug-ins

Understanding plug-in event execution pipelines

Stage 10: Pre-validation

Stage 20: Pre-operation

Stage 30: Main-operation

Stage 40: Post-operation

Plug-in events

Writing your first sample plug-in

Understanding plug-in registration

Plug-in mode

Assembly storage

Database

Disk

GAC

Registering plug-in steps

Message

Primary entity

Secondary entity

Filtering attribute

Run in user's context

Execution order

Event

Execution Mode

Deployment

Delete AsyncOperation if StatusCode = Successful

Secured/Unsecured Configuration

Understanding IPluginExecutionContext

Getting organization service

Getting input and output arguments

Understanding shared variables

Understanding plug-in images

Applying validation using plug-ins

Passing parameters to plug-ins

Troubleshooting plug-ins

Debugging plug-ins

Working with custom workflows

Using parameters in custom workflows

Adding custom workflows in library management systems

Using custom workflows

Understanding actions

Designing actions

Summary

7. Creating a Project Tracking Application

Project tracking application design

Customizing CRM for the project tracking application

Adding existing entities to the solution

Customizing the account entity

Setting up the project entity

Setting up a user story entity

Setting up a project tasks entity

Using filtered lookups

Setting up a timesheet entity

Using calculated fields

Setting up issue entity

Using rollup fields for aggregation

Completing the project entity design

Understanding activity feeds

Utilizing activity feeds

Setting the auto post rule

Getting updates

Setting up teams

Sharing records with a team

Preparing data visualization

Creating dashboard

Summary

8. Introduction to Mobile Client and Microsoft Dynamics Marketing

Introduction to Microsoft Dynamics CRM mobility

Accessing CRM using mobiles

Accessing CRM on tablets

Entities available over mobiles

Customizing mobile clients

New enhancements for MOCA

Offline drafts

Multiple dashboards

Other mobile clients

Resco Mobile CRM

CWR Mobile CRM for Microsoft Dynamics CRM

Introduction to MDM

Projects

Marketing execution

Assets and media

Budgeting

Performance

Setting up the Microsoft Dynamics Marketing trial

Integration with CRM

Summary

A. Data Model for Client Entities

Data model for contact entities

Data model for proposal entities

Data model for training request entities

B. Data Model for Account Entities

Data model for project entity

Data model for project tasks

Data model for issue entity

Data model for timesheet entity

Data model for user story entity

Index

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