Microsoft Dynamics CRM Customization Essentials (Professional Expertise Distilled)
Use a no-code approach to create powerful business solutions using Dynamics CRM 2015About This BookMaster the skills necessary to customize your system using the wizard driven capabilities of Dynamics CRM platformUse Business rules and flows to enforce and visually enhance the user experienceA no-code approach to speed up the full range of Dynamics CRM featuresWho This Book Is ForIf 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.What You Will Learn
Configure Outlook to integrate with your Dynamics CRM Online instance
Manage the existin
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the right route would be CCID – so use the best of CRM,
The bright spot of this book is about “Use a no-code approach to create powerful business solutions using Dynamics CRM 2015”. Therefore the audience of this book are business administration users, functional consultant etc. Developers could also benefit from this book by recognising what are the out-of-box Microsoft Dynamics CRM offerings, and how to leverage them; rather than try to develop everything – noted in most scenarios, we should follow the “CCDI” route:
Configuration -> Customisation -> Development -> Integration.
In some scenarios, the right route would be CCID – so use the best of CRM, not everything (in which other technology/products can provide a better solution, so integration would be preferable and scalable).
Either way, “CC” are always the first choices, which are the focus of this book; it has 6 chapters:
Chapter 1: Getting Started – get a free trial of CRM Online and configure CRM Outlook.
Chapter 2: Dynamics CRM Application Structure – CRM modules and major components.
Chapter 3: Customizing Entities – Entities in detail, customise entities and extend the system.
Chapter 4: Business Processes – Customise business processes and business roles.
Chapter 5: Social Features in Microsoft Dynamics CRM – various social platforms, internally and externally of Dynamics CRM platform.
Chapter 6: Dynamics CRM Administration – Various administration options available in Dynamics CRM.
In summary, it is a recommended book of Microsoft Dynamics CRM business administration / functional readers who learn/design/build their CRM systems using the “Configuration and Customisation” approach.
Although in a complex business environment, you will need more or less in-deep development work to extend CRM further to fit your business, but those are not the focus of this book.
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Good overview!,
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