0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

Mastering Microsoft Dynamics CRM 2016

You're reading from Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

Product type Paperback

Published in Nov 2017

Publisher Packt

ISBN-13 9781786466617

Length 402 pages

Edition 1st Edition

Languages

C#

Tools

Dynamics CRM

Concepts

CRM

Author (1):

Deepesh Somani

View More author details

Table of Contents (13) Chapters

Preface

1. History of Dynamics CRM FREE CHAPTER

2. Working with Sales

3. Working with Services

4. Working with Marketing

5. Working with the XRM Framework

6. Analytics with CRM

7. Workflow Development with Dynamics CRM

8. Client-Side Scripting

9. Enhancements for Mobile

10. Plugin Development with Dynamics CRM

11. Business Process Flows and Business Rules

12. New Features in CRM 2016

A scenario for visual controls

Sarah is the CRM manager for Contoso Corporation. Contoso Corp. utilizes Microsoft Dynamics CRM 2016 for their sales team. They are also using a mobile application for Dynamics CRM 2016. Sarah wants to configure the visual controls of Microsoft Dynamics CRM 2016 for the following, so that the staff is better assisted to complete their tasks:

Timeline control for opportunities
Pen control for opportunities

Configuring the timeline control

Here, we will go through the configuration of a timeline control in Dynamics CRM:

Navigate to Settings | Customizations | Customize the System:

The default solution will pop up in a window. Expand Entities | Opportunity and select Controls:

On the ...

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at €18.99/month. Cancel anytime

Authors (1)

Deepesh Somani

Deepesh Somani

Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

See other products by Deepesh Somani

Other recommended products

Related to this chapter

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes 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 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes 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 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes 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 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

System Programming Essentials with Go

System Programming Essentials with Go

From file operations to process management and network programming, this hands-on guide equips software engineers with the skills to build efficient, reliable applications and optimize their performance.

Jun 2024 13h 36m

Modern Python Cookbook

Modern Python Cookbook

The new edition of Modern Python Cookbook provides over 130 recipes for solving real-world problems with Python. Updated for Python 3.12 with new recipes and chapters. This practical guide will enhance your skills and teach you advanced techniques.

Jul 2024 27h 16m

The Ultimate Zoom Cookbook

The Ultimate Zoom Cookbook

This cookbook is an in-depth guide to using Zoom effectively. You'll be able to follow each recipe easily to harness the power of the communication and collaboration tools in Zoom.

May 2024 11h 20m

Enterprise Architecture with .NET

Enterprise Architecture with .NET

This book will help you create applications that integrate correctly into complex and ever-changing information systems. You'll execute this by using industry standards that reduce the app's technical debt and elevate software development practices.

May 2024 25h 44m

Salesforce B2C Solution Architect's Handbook

Salesforce B2C Solution Architect's Handbook

Discover how Salesforce Customer 360 unifies Marketing Cloud, B2C Commerce, Data Cloud, and Service Cloud into one solution, and learn the capabilities, integration options, limitations, and workflows to create value for your organization.

May 2024 15h 28m

Systems Programming with C# and .NET

Systems Programming with C# and .NET

Unlock the full potential of C# and .NET Core in systems programming to secure, deploy, and maintain robust applications. With this book, you'll focus on low-level APIs, memory management, and performance optimization.

Jul 2024 15h 48m

Technical Program Manager's Handbook

Technical Program Manager's Handbook

Unlock the full potential of your career as a TPM with this comprehensive guide, featuring new chapters on AI and more. Learn advanced techniques and gain insights from industry leaders. Elevate your skills and thrive in the Big Five tech companies.

Sep 2024 12h 16m

Microsoft Power Pages in Action

Microsoft Power Pages in Action

Packed with real-world examples, low-code coding techniques, and insights into crafting responsive pages, automating apps, and enhancing virtual agents, Microsoft Power Pages in Action is a valuable resource for building feature-rich web apps.

Jun 2024 11h 40m