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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

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

Scenario 2

Roy is very happy with the mobile and tablet previews available for the Account form and wishes to configure the Microsoft Dynamics CRM 2016 app for phones on his Android device and to connect it against his organization's Microsoft Dynamics CRM 2016 online instance. Here are the steps he needs to follow:

Navigate to the Google Play app on your Android phone and search for dynamics crm - you will be presented with multiple apps for Dynamics CRM:

Select Dynamics 365 for Phones and click Install:

Certain permissions need to be given before the Dynamics 365 for Phones will start downloading. Please Accept for giving the necessary permissions:

The Dynamics 365 for Phones app will start downloading now. Once the app is downloaded and installed, select Open:

The Dynamics 365 for Phones app will now ask the user to enter the CRM organization URL to connect to. Please specify your organization URL in the intended format and tap on the arrow:

Note

In order to connect on-premise CRM to mobile...

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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.

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