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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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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

Adding resources


Now that we have mapped students, teachers, and parents, the next step is to identify the possible mappings for classrooms, books, and so on. Dynamics CRM provides an out-of-box feature of Service Management, which can be easily customized to add the resources required in any typical school:

  1. Navigate to Settings | Service Management | Service Scheduling | Facilities/Equipment:

Service Management

  1. Now, click on the Facilities/Equipment link. On doing so, you will be redirected to the Facilities/Equipment view:

Facilities/Equipment

  1. Now, add the appropriate Facilities/Equipment requirements for the daily functioning of the institute:

Sample Facilities/Equipment's

This way, we can map all the required equipment, such as classrooms, blackboards, labs, presenters, and so on, to facilities in Dynamics CRM 2016.

For mapping the books available in a library, depending on the attributes required, we can either go for a custom entity, or we can just reuse the same Facility/Equipment entity...

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