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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

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:

  1. Navigate to Settings | Customizations | Customize the System:
  1. The default solution will pop up in a window. Expand Entities | Opportunity and select Controls:
  1. On the ...
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