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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

Summary

The preceding scenario may have provided an overview of how business process flows and business processes work and how they can be helpful for automations in Dynamics CRM. You learned how to use Business Process Flows to execute logical processes or steps in your business process. In addition, we looked through how business rules can easily define and set the rules for validating data, setting visibility, and disabling fields. You may also have noted that they are very simple to create without coding.

In the next chapter, we will be covering some features that we have not covered so far, in the previous chapters of this book. We will look at different features such as customer field type, solution improvements, feedback and rating functionality, and also the Relevance Search functionality.

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