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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
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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 2 – working with solutions

Lisa, who is the CRM Administrator at Acme Ltd, has another set of issues that she wishes to address with respect to managing different running projects to enhance the Dynamics CRM system at Acme Ltd.

She wants to segregate the fields and views into different CRM solutions based on the Project implementations for the Account entity. Till now, it is difficult to divide different components that belong to developers, customizers, or authors. With the help of the solution that we're going to discuss in this section, Lisa can easily create a different unit for each of them. Lisa can follow these steps to accomplish this requirement:

  1. Navigate to Settings | Solutions and create a new solution by clicking New:
  1. Navigate to Entity. Add the existing Entity and select Account:
  1. On Clicking OK, there is a selection available...
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