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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

Scenario walkthrough


The following is an illustration that shows how Dynamics CRM can be extended in an education-based institute, for example, a typical school.

Mapping the entities: A typical school management application will consist of the following actors:

  • Students
  • Teachers
  • Parents
  • Resources, including classrooms, playground, labs, and so on
  • Library books

Apart from the aforementioned actors, there will also be the following processes to enable the daily working of the institute:

  • Attendance management
  • Test evaluation

The first step is to identify whether there is a possibility of mapping any of the existing out-of-box entities for our usage. Based on our analysis, if that is not possible, we will create a new entity.

Dynamics CRM provides CONTACT or CUSTOMER as a standard out-of-box entity. By default, it contains attributes such as the first name, last name, and so on. This entity can easily be mapped to either a Student, a Teacher, or a Parent.

As we are using the same entity for all of the students...

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