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Mastering Microsoft Dynamics CRM 2016

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

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Product type Paperback
Published in Nov 2017
Publisher Packt
ISBN-13 9781786466617
Length 402 pages
Edition 1st Edition
Languages
Concepts
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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 (13) Chapters Close

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

Scenario walkthrough


The following highlights how Business Process Flows are managed in Dynamics CRM. For ease of understanding, we will continue with the same school management scenario that we had explored in Chapter 5, Working with the XRM Framework.

Scenario

The teacher of a class wishes to capture some key information for any person registering in the management system. If the person is registering as a student, the teacher would wish to capture their performance in the final year exams that they attended in their previous school. Otherwise, if they are registering as a parent, the teacher would like to capture their current professional details.

Let's see how we can design the process.

As discussed earlier, we are using Dynamics CRM's out-of-box Contact entity to represent students, parents, and teachers. Therefore, the process being discussed will need to be set up on the Contact entity:

Business Process Flow scenario 1

Let's look at how we can achieve the requirements:

  1. In the first stage...
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