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Somani - Mastering Microsoft Dynamics CRM 2016: an advanced guide for effective Dynamics CRM customization and development

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

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Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics - photo 1
Mastering Microsoft Dynamics CRM 2016
An advanced guide for effective Dynamics CRM customization and development
Deepesh Somani
BIRMINGHAM - MUMBAI Mastering Microsoft Dynamics CRM 2016 Copyright 2017 Packt - photo 2

BIRMINGHAM - MUMBAI

Mastering Microsoft Dynamics CRM 2016

Copyright 2017 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: November 2017

Production reference: 1271117

Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham
B3 2PB, UK.

ISBN 978-1-78646-661-7

www.packtpub.com

Credits

Author
Deepesh Somani

Copy Editor
Muktikant Garimella

Reviewer
Nishant Rana

Project Coordinator
Vaidehi Sawant

Commissioning Editor
Amarabha Banerjee

Proofreader
Safis Editing

Acquisition Editor
Chaitanya Nair

Indexer
Francy Puthiry

ContentDevelopmentEditor
Vikas Tiwari

Graphics
Tom Scaria

Technical Editor
Jijo Maliyekal

Production Coordinator
Arvindkumar Gupta

About the Author

Deepesh Somani currently works as a Microsoft Dynamics 365 lead architect, a corporate trainer, and an author. He has been Microsoft's Most Valuable Professional awardee for 3 consecutive years, making his way into the top 90 CRM professionals in the world. He is currently working in an IT start-up called Dynamisity Private Limited, based out of Ahmedabad, India.

With his fervor for the technology and constant adherence, Deepesh has been an active contributor to the global technical community and has been honored as a key contributor on leader boards from time to time.

His blog (https://dynamicsofdynamicscrm.com/) has more than 270,000 hits and 500+ followers from 150 countries worldwide. It was recognized as one of the top 100 CRM blogs worldwide by Feedspot in 2017. He developed 14 free tools with 7000+ downloads, and a Dynamics app with around 1000+ downloads and a 4.4 rating.

Deepesh has extensive experience working in different domains, such as banking, public sector, telecommunication, and retail, to name a few, with teams from different parts of the world and with renowned multinational companies such as Microsoft, Infosys, and SanDisk.

As a passionate explorer, he enjoys travelling, interacting with people of various ethnicities, trying different foods, and dancing.

Acknowledgment

I would like to thank all the people who helped me during the journey of writing this book, which has involved passing through severe health conditions. A special note of thanks to my wife, Yamini, without whose support this book would not have been possible. I dedicate this book to my parents. I would also like to thank the professional and extensive support offered by the team at Packt, including Chaitanya Nair, Anurag Ghogre, Vikas Tiwari, Vaidehi Sawant, Jijo Maliyekal, and Muktikant Garimella. A big thanks to Nishant Rana, who reviewed this book extensively.

Sincere thanks to Simaranjit Singh Bhalla, for the code contributions. He helped me when I was struggling with my health and was bed ridden for 3 months. I cannot thank him enough for this. I've known him for 8 years now; he is a Dynamics 365 consultant working in SMS management and technology in Sydney, Australia. His expertise lies in requirements gathering, creating technical design documents, providing project estimates, and handling technical development tasks of a team. He has extensive experience in Microsoft technology stack. He has executed multiple successful engagements in Dynamics CRM, .Net, SSIS, and SSRS. His forte is in Dynamics CRM, wherein he has been working since CRM 4.0. He also maintains a technical blog on Dynamics 365.
He is a good friend and a great human being.

Last but not least, thanks Microsoft and the Microsoft community for letting me have the experiences to author this book. Happy CRMing as usual!

About the Reviewer

Nishant Rana is a Microsoft MVP Business Solutions (Dynamics 365) with over 10 years of experience in Microsoft Dynamics CRM, Microsoft SharePoint, and other Microsoft .NET technologies. He is a Microsoft Certified Professional in Microsoft Dynamics CRM, SharePoint, and Microsoft .NET. He has been the technical reviewer of books on Microsoft Dynamics CRM, such as Microsoft Dynamics CRM 2015 Application Design, CRM 2013 Quick Start, Microsoft Dynamics 2011 Application Design, and Microsoft Dynamics 2011 Reporting. He is an avid blogger and likes to learn, help, share, and contribute to the Dynamics CRM community. Nishant is also the author of Nishant Ranas Weblog, a technical blog on Microsoft .NET technologies, which has more than 2.5 million hits and 1,000 followers. This blog has also been recognized as one of the top 35 blogs on Microsoft Dynamics CRM and was also one of the top 100 CRM blogs and websites for small and large businesses by Feedspot. You can follow Nishant on Twitter via his handle, @nishantranaCRM.

I would like to thank Packt and the author for giving me the opportunity to technically review this book. This is my fourth book with Packt as a technical reviewer. The experience has been wonderful. Looking forward to further collaboration.
www.PacktPub.com

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