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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
2. Working with Sales FREE CHAPTER 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Scenario 4

Rob wants to view the vendor records as a timeline rather than as a list. The vendor records would be displayed based on their created date and grouped based on the vendor's name.

Let's look at how we can resolve this scenario.

Resolving the scenario

The scenario can be resolved by using Timeline control on the specified view so that records would appear on a timeline view. Here, we will use the control Active Vendors view of the Vendor entity. Let's look at the steps involved:

  1. Navigate to Settings | Solutions and choose the Vendor Management application. Navigate to Vendor Entity views and click on Active Vendors to edit the view:
  1. Add the columns Email and Phone to the Active Vendors view. Click...
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