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Book Reviews – Microsoft Dynamics CRM 2015 Application Design

Book Reviews - Microsoft Dynamics CRM 2015 Application Design

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.

Chapter 1: Getting Started with Microsoft Dynamics CRM 2015 1
Deployment options 3
Microsoft Dynamics CRM on-premise versus online 4
Database access 4
New updates 5
Integration 5
Availability 5
Security 5
CRM add-ons 6
Extension and customization 6
Microsoft Dynamics CRM 2015 clients 6
Web client 6
Outlook client 7
Mobile client 7
Software and hardware requirements 7
Upgrade options 8
In place 9
Migration upgrade 9
Cleaning all 2007 endpoints 10
Support for the Microsoft Dynamics CRM 4.0 object model 10
Licensing model for Microsoft Dynamics CRM 2015 10
The new features in Microsoft Dynamics CRM 2015 11
Global search 11
Business rules enhancement 13
Business process flow 15
Hierarchy visualization 16
Hierarchical security 18
Manager hierarchy 18
Position 20
New fields for calculation 21
Calculated fields 21
Rollup field 22
New capability for mobile client 24
Product catalog enhancement 24
Field-level security enhancement 26
Creating custom help 27
Disabling the welcome screen 28
Nested quick create forms 28
New outlook configuration wizard 29
Service Level Agreement enhancement 30
Synchronization between CRM and Outlook or Exchange 30
Summary 31
Chapter 2: Customizing Microsoft Dynamics CRM 2015 33
Training solution scope 33
Training solution design 34
Understanding the customization concept 37
Customizing Microsoft Dynamics CRM 2015 38
Understanding application navigation 38
Understanding solutions 40
Creating the publisher 42
Creating our solution 43
Adding components to our solution 44
Customizing entities 45
Renaming entities 45
Data types in Microsoft Dynamics CRM 2015 48
Single line of text 48
Option sets 48
Two options 49
Images 50
Whole numbers 51
Floating point numbers 51
Decimals 51
Currency 51
Multiple lines of text 52
Date and time 52
Lookup 53
Field properties 53
Setting data structures for a training solution 54
Creating a new attribute 54
Setting field mapping 56
Customizing entity forms 58
The main form 59
Understanding the social pane 61
Understanding the sub grid 62
Mobile express forms 64
Designing other forms 66
Customizing application navigation 68
Setting up a training catalog 70
Understanding security 76
Role-based security 76
Record-based security 77
Field-level security 77
Testing customization 78
Summary 80
Chapter 3: Client-side Logic with Microsoft Dynamics
CRM 2015 81
Understanding the client scripting object model 82
Understanding web resources 82
Creating our first web resource 84
Accessing forms and controls using client-side code 85
Context namespaces 86
Data namespaces 86
UI namespaces 88
Understanding client-side events 89
Form events 89
OnLoad event 89
OnSave event 93
Field events 93
Control events 96
TabStateChange 96
OnReadyStateComplete 96
PreSearch 96
Using CRM web services in client-side code 100
OData 100
OData query options 101
Working with organization data services 103
Modern SOAP 106
OData versus Modern SOAP 112
Understanding business rules 112
Actions in business rules 115
Showing error messages 115
Setting business requirements 116
Setting field values 116
Setting visibility 117
Setting default values 117
Locking or unlocking fields 118
Server-side versus client-side business rules 118
Summary 119
Chapter 4: Working with Processes 121
Understanding processes 122
Building a library management solution 123
Library management solution design 123
Adding components to solution 124
Customizing entities 124
Customizing member entity 125
Creating a custom entity 126
Entity definition 127
Areas that display this entity 129
Process 129
Communication and collaboration 129
Data services 130
Outlook and mobile 130
Form design 131
Creating entity views 132
Understanding business process flow 137
Using stages 139
Using branching logic 139
Controlling and ordering business process flows 140
Creating business process flow 140
Understanding workflows 142
Activating workflow 143
Available to run 143
Workflow job retention 143
Automatic execution events 143
Workflow scope 144
Creating asynchronous workflows 144
Creating synchronous workflows 146
Generating Autoid using a real-time workflow 149
Understanding dialogs 151
Designing dialogs 151
Calling Dialog 152
Understanding actions 153
Designing actions 153
Action scopes 153
Action arguments 154
Calling actions 154
Business process flows versus workflows, dialogs, and actions 154
Testing library management 155
Summary 157
Chapter 5: Working with CRM SDK 159
Understanding CRM extendibility architecture 160
CRM databases 161
Platform layers 161
Processes 161
CRM Web services 162
Plug-ins 162
Reporting 162
Client extensions 163
Integrated extensions 163
An introduction to the Microsoft Dynamics CRM SDK 163
Knowing about CRM assemblies 164
Understanding CRM web services 165
Deployment service 165
Discovery service 166
Organization service 166
Organization data service 166
Early bound 166
Late bound 168
Using client APIs for CRM connections 169
Working with organization web services 171
Create 171
Update 174
Retrieve 176
RetrieveMultiple 177
Delete 179
Associate 179
Disassociate 180
Execute 180
Testing the console application 182
Working with discovery web service 182
Fetching data from the CRM database 184
QueryByAttribute 184
QueryExpression 186
FetchXML 189
LINQ 190
Top five new features in 2015 Update 1 for developers 190
Update message improvement 191
Executing multiple operations in a single transaction 191
Alternate keys and upsert 192
Optimistic concurrency 194
Tracing 194
Integrating CRM with other systems 196
On demand 196
Batch processing 197
Summary 198
Chapter 6: Extending Microsoft Dynamics CRM 2015 199
Introduction to plug-ins 200
Synchronous versus a synchronous plug-ins 200
Understanding plug-in event execution pipelines 201
Stage 10: Pre-validation 201
Stage 20: Pre-operation 202
Stage 30: Main-operation 202
Stage 40: Post-operation 202
Plug-in events 202
Writing your first sample plug-in 203
Understanding plug-in registration 204
Plug-in mode 205
Assembly storage 206
Database 206
Disk 206
GAC 206
Registering plug-in steps 207
Message 207
Primary entity 207
Secondary entity 208
Filtering attribute 208
Run in user’s context 208
Execution order 209
Event 209
Execution Mode 209
Deployment 209
Delete AsyncOperation if StatusCode = Successful 209
Secured/Unsecured Configuration 209
Understanding IPluginExecutionContext 211
Getting organization service 212
Getting input and output arguments 213
Understanding shared variables 214
Understanding plug-in images 215
Applying validation using plug-ins 216
Passing parameters to plug-ins 218
Troubleshooting plug-ins 219
Debugging plug-ins 221
Working with custom workflows 222
Using parameters in custom workflows 222
Adding custom workflows in library management systems 223
Using custom workflows 228
Understanding actions 229
Designing actions 230
Summary 234
Chapter 7: Creating a Project Tracking Application 235
Project tracking application design 236
Customizing CRM for the project tracking application 237
Adding existing entities to the solution 238
Customizing the account entity 238
Setting up the project entity 240
Setting up a user story entity 240
Setting up a project tasks entity 242
Using filtered lookups 243
Setting up a timesheet entity 244
Using calculated fields 245
Setting up issue entity 247
Using rollup fields for aggregation 248
Completing the project entity design 254
Understanding activity feeds 256
Utilizing activity feeds 258
Setting the auto post rule 259
Getting updates 261
Setting up teams 262
Sharing records with a team 264
Preparing data visualization 266
Creating dashboard 268
Summary 270
Chapter 8: Introduction to Mobile Client and Microsoft
Dynamics Marketing 271
Introduction to Microsoft Dynamics CRM mobility 272
Accessing CRM using mobiles 273
Accessing CRM on tablets 277
Entities available over mobiles 278
Customizing mobile clients 278
New enhancements for MOCA 280
Offline drafts 280
Multiple dashboards 281
Other mobile clients 282
Resco Mobile CRM 282
CWR Mobile CRM for Microsoft Dynamics CRM 283
Introduction to MDM 284
Projects 285
Marketing execution 285
Assets and media 286
Budgeting 287
Performance 287
Setting up the Microsoft Dynamics Marketing trial 288
Integration with CRM 289
Summary 290
Appendix A: Data Model for Client Entities 291
Data model for contact entities 294
Data model for proposal entities 296
Data model for training request entities 299
Appendix B: Data Model for Account Entities 303
Data model for project entity 306
Data model for project tasks 308
Data model for issue entity 309
Data model for timesheet entity 310
Data model for user story entity 311

Book Reviews – Microsoft Dynamics CRM 2015 Application Design


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