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Pal Mohender. - Microsoft Dynamics CRM 2015 Application Design

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Pal Mohender. Microsoft Dynamics CRM 2015 Application Design
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Packt Publishing, 2015. 346 p. ISBN: 978-1-78439-415-8.
.Master professional-level business application designs using Microsoft Dynamics CRM 2015 and its xRM features.Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.
Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.What You Will Learn:
Customize your Microsoft Dynamics CRM 2015 business application with ease;
Get to know about the new features and enhancements of Microsoft Dynamics CRM 2015;
Implement process automation using workflows, business rules, and business process flows;
Carry out client-side logic and consume CRM web services using client-side code;
Work across all your iOS platforms or devices with the integration feature of SDK;
Develop and deploy plug-ins and learn how to troubleshoot issues;
Know the how-tos of mobile enhancements with Microsoft Dynamics.Implement business logic using processes, plugins, and client-side scripts with MS CRM 2015.
Develop custom xRM solutions to improve your business applications.
A comprehensive guide with a solution-based approach that covers the new features of Microsoft Dynamics CRM 2015 and increasingly advanced topics.Who This Book Is For:
This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics CRM.

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Microsoft Dynamics CRM 2015 Application Design

Microsoft Dynamics CRM 2015 Application Design

Copyright 2015 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: October 2015

Production reference: 1261015

Published by Packt Publishing Ltd.

Livery Place

35 Livery Street

Birmingham B3 2PB, UK.

ISBN 978-1-78439-415-8

www.packtpub.com

Credits

Author

Mahender Pal

Reviewers

Ahmad Saad Masroor

Nishant Rana

Tanguy Touzard

James Wood

Commissioning Editor

Sarah Crofton

Acquisition Editors

James Jones

Larissa Pinto

Content Development Editor

Parita Khedekar

Technical Editor

Deepti Tuscano

Copy Editor

Stephen Copestake

Project Coordinator

Milton Dsouza

Proofreader

Safis Editing

Indexer

Tejal Soni

Graphics

Abhinash Sahu

Production Coordinator

Aparna Bhagat

Cover Work

Aparna Bhagat

About the Author

Mahender Pal is a Microsoft Dynamics CRM technology specialist, trainer, and author. He has worked on various Microsoft technologies. He started working with Dynamics CRM 3.0, and since then he has worked on various Microsoft Dynamics CRM implementations. He has been a Microsoft MVP for Dynamics CRM for five years, loves to contribute to the Dynamics CRM community, and blogs regularly about Dynamics CRM. He wrote his first book, Microsoft Dynamics CRM 2011 Application Design , Packt Publishing, which was based on developing xRM solutions using Dynamics CRM 2011.

He is a nature lover and loves to spend vacations in his native place, Himachal Pradesh, India, with his family. He is the founder of HIMBAP, which is a training and consulting company.

I would like to dedicate this book to my late father, Joginder Singh, and my mother, Kamla Devi, because they made me who I am. To my wife, Sonia, for supporting me during the writing of this book, and my kids, Diksha and Arnav, because of their continued unconditional love and amazing understanding about my work throughout the writing of this book.

To my brothers, Jasbir and Vikram, my nephews (Himanshu, Vini, Ayush, and Abhit), and nieces, Nishu and Kriti, for supporting me.

I would like to thank Packt Publishing for giving me the opportunity to write this book. My special thanks go to my technical reviewers Tanguy, Nishant Rana, James Wood, Ahmad Saad and Akashdeep Kundu, and my content development editor for giving me their valuable feedback for drafts.

And finally I would like to thank my friends, my team members, and Microsoft Dynamics CRM community for their support.

About the Reviewers

Ahmad Saad Masroor is a senior solution architect for a Denmark-based Microsoft Dynamics partner, AlfaPeople, where he is responsible for the technology and architecture of AlfaPeople across Dubai and Saudi Arabia. He is currently in the AlfaPeople Middle East presales team and supports sales and customer/prospect engagements.

Ahmad completed his bachelor of information technology degree from Amity University and has a total of 10 years experience in CRM consulting, implementing, and supporting solutions that have diverse technologies and capabilities. He has worked in a number of consulting roles with Microsoft, PWC, and HCL.

He is diligent and committed to the profession and is a supporter of poverty alleviation.

By applying strong business acumen, systems acuity, and leadership talents, Ahmad is very much at home creating operational centers of excellence. He has built a solid foundation of corporate clients through his IT consulting and business advisory services.

Aside from being a CRM solution architect, he is the managing partner at SattvaSoul. It is a professionally-run charitable organization working towards revolutionizing society with a holistic approach. Ahmad also works as a philanthropist.

You can follow him on Twitter at a_saad and write to him at saad.029@gmail.com.

I would like to express my gratitude to the many people who helped me through this book: to all those who provided support, talked things over, read, wrote, offered comments and allowed me to quote their remarks, and assisted me in editing, proofreading, and designing. I would like to dedicate this book to my parents.

I especially want to express my gratitude and deep appreciation for my friends whose knowledge and wisdom has supported, enlightened, and entertained me over many years.

Nishant Rana is a Microsoft Certified Professional who loves working in Microsoft Dynamics CRM, SharePoint, and other Microsoft .NET technologies such as Azure and ASP.NET.. He is currently working as a consultant in Microsoft, India, and actively promotes budding professionals through his weblog, http://nishantrana.me/He has also been a technical reviewer for Microsoft Dynamics CRM 2011 Application Design, Microsoft Dynamics 2011 Reporting, and CRM 2013 Quick Start.

You can follow him on twitter at https://twitter.com/nishantranaCRM or write to him at nishant_bliss@hotmail.com

Tanguy Touzard is a technical consultant and solution architect at Javista in Paris, France. He has been working with Microsoft Dynamics CRM for more than ten years on various project aspects: development, consulting, and training. He has been a Microsoft MVP for five years.

Tanguy is the creator of XrmToolBox, a set of tools that allows a nondeveloper to customize Microsoft Dynamics CRM with less pain than these tasks normally require. This project also allows other developers to create their own tools for XrmToolBox. The project is available on Github at http://www.xrmtoolbox.com.

I would like to thank my wife, Emeline, who supported me, despite our two-year-old baby boy whose care is also like a full time job, while I did my community work for Microsoft Dynamics CRM.

James Wood is a solution architect at Gap Consulting with skills in the end-to-end implementation of enterprise Microsoft Dynamics CRM solutions. He acts in a hybrid rolethat is a combination of technical and functional roles. He is also a developer of bespoke software. He graduated from the University of Huddersfield with a first class honours degree.

He has worked with Microsoft Dynamics CRM for over five years. He has worked on a number of small to large implementations in sectors including local and regional government, insurance, charitable, welfare, and health care.

Outside the workplace, James participates in the Microsoft CRM community with a personal blog that attracts a strong following. He posts on StackOverflow where he is a top poster on CRM-related questions, and he has technically edited a number Microsoft CRM books published by Packt Publishing.

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