1. Microsoft Dynamics Crm 2016 Training
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3. Microsoft Dynamics 365 Crm
4. Microsoft Dynamics Crm 2016 Support

Microsoft Dynamics CRM Server 2016. Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as a CRM. Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM.

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• Microsoft Dynamics CRM Server 2016 ISO-TBE 990 MB. Imagine a suite of easy-to-learn and easy-to-use enterprise business solutions tailored to your market, designed for your business size, and dedicated to growing your business through happy customers. Microsoft Dynamics offers a full range of software focused on delivering business insights.

• Length: 402 pages
• Edition: 1
• Language: English
• Publisher: Packt Publishing
• Publication Date: 2017-11-28
• ISBN-10: 1786466619
• ISBN-13: 9781786466617
• Sales Rank: #1702234 (See Top 100 Books)

Mastering Microsoft Dynamics CRM 2016: An advanced guide for effective Dynamics CRM customization and development

This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications

About This Book

• Harness the full power of Dynamics CRM 2016 through real-world scenarios
• Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web
• Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently
• Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016

Who This Book Is For

This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial.

What You Will Learn

• Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations
• Learn about the XRM framework of Dynamics CRM 2016 and leverage its features
• Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM
• Get an enhanced Dynamics CRM analytics experience with Word and Excel templates
• Develop client-side applications using JavaScript and Web API
• How to develop plugins and workflows using Dynamics CRM 2016
• Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016

In Detail

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert.

The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.

Style and approach

This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM.

Table of Contents

Chapter 1. History of Dynamics CRM
Chapter 2. Working with Sales
Chapter 3. Working with Services
Chapter 4. Working with Marketing
Chapter 5. Working with the XRM Framework
Chapter 6. Analytics with CRM
Chapter 7. Workflow Development with Dynamics CRM
Chapter 8. Client-Side Scripting
Chapter 9. Enhancements for Mobile
Chapter 10. Plugin Development with Dynamics CRM
Chapter 11. Business Process Flows and Business Rules
Chapter 12. New Features in CRM 2016

• Computers & Technology

Introduction

In our earlier blog we looked into the enhancements made to the way solutions can be created in Microsoft Dynamics CRM 2016. Now moving forward we will look at a common scenario of sending out Patches for your solution. Often it happens that you may need to update a few components of your managed solution and ideally would like to have a way to only have those shipped and then have a way to compile all of these patches in the next release of the solution. This helps with better versioning control and management of the solution assets.

Patches

Taking it forward from our previous article, here is what our solution looked like.

Keep your eye on the Version number of the solution as this is one of the critical thing which will come to notice as we move ahead.

Now suppose due to some requirement changes I have to increase the maximum length for “First Name” field of Contact from 155 to 175.

Since this field was a part of the earlier solution that we had and this is the only change we need to make to that solution, we will go ahead and create a patch for the original solution

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Use the “Clone a Patch” button added to the solutions views

Notice the other buttons as well “Clone Solution” and “Apply Solution Upgrade”, this completes the entire solution management architechture.

It is a good practice to increment the version number for a proper version management of the solution. Since this is a patch it only allows you to modify the last 2 digits in the version.

This creates the following new solution.

Add only the Contact “First Name” field to the solution and update the length as shown below.

When you import this patch on the client environment this solution will be applied on top of the base solution and only the “firstname” field will be updated.

You can create multiple patches for a solution. To create another patch you would select the original solution and click “Clone a Patch”.

The original solution can no longer be modified.

In the Target system, you can delete the managed solution of a patch without affecting the base solution installed there.

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The patches don’t have a dependency on each other, so in the target system I deleted the first patch that was imported and then imported the second patch and it works just fine. So that’s huge plus, since one of the problems with earlier solution management architecture was the dependencies that would be created between managed solutions. So here there is no dependency of the patches amongst them. But of course they do need the base solution present since they are patch for the base solution.

Uninstalling the base solution on the target also automatically uninstalls all the patches that were installed for the base solution.

When you want to plan your next version of the solution, you usually want to rollup all of the patches that were released for the base solution into the new solution, before you can add new changes in there. This can be done using the “Clone Solution” button.

Now this time, you are only allowed to change the major and minor parts of the version.

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Once the operation completes, you will find the patches deleted and the base solution version updated.

This solution is now available for editing as well.

When the Upgrade solution is imported on the target system, it auto detects this to be an upgrade to an existing installed package and notifies you of the same. Prototype game free for mac.

On the next step of the import wizard, you get the option to choose if you want this imported as “Holding Solution”. This option will show up and checked by default if the target organization has base solution and patches for base solution installed. You can learn more about the “Holding Solution” concept here

When the solution import completes, you see a new option “Apply Solution Upgrade” since you chose to import this as a holding solution.

If you do not choose to apply the solution upgrade, you will see three solutions in the target system.

Now choose the original Base solution on the target system and click on the “Apply Solution Upgrade” button to keep a single solution for the package instead of the three that appear now

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If there were no patches installed in the target system and the “Stage for Upgrade” option is unchecked, you have the option to check it if you want. If you leave it unchecked it simply updates the solution and you do not need to “Apply Solution Upgrade”.

Note : We have explained all the above scenarios using Managed Solution. When we tried with Unmanaged solution we got error “Action could not be taken for few records before of status reason transition restrictions” while importing Unmanaged Solution patch. But we were able to successfully import the cloned Unmanaged Solution for the same.

Conclusion

Though I have only explored this using basic customizations to entities, the whole solution management framework from creating a solution to patching to moving it to the next release and similarly “upgrading solution” on the target system appears that, it would reduce if not end a lot of “solution import” woes of the ISV community.

You may also like to read : User Adoption Metrics that matter in your Dynamics CRM.