Key Features
- Customize, configure, and extend the vanilla features of CRM to deliver bespoke CRM solutions fit for any organization
- Flex and bend Microsoft CRM to meet the varied requirements of different business rules
- Implement business logic using processes, plugins, and client-side scripts with MS CRM 2016
Book Description
Microsoft Dynamics CRM provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution.
This book starts with the basics of the platform’s provisioning, and you will learn all the new ways to get things done with CRM. Then we quickly jump into the no-code configuration and explain schema, fields, and forms. Once this is done, you will explore the server-side and client-side custom code extensions. We then move on to explain design patterns and techniques that can enhance your code quality.
Next you will see how to enhance Dynamics CRM by including it in a DevOps cycle to perform quality checks and package and deploy your extensions to the various SDLC environments. You will learn to write enterprise-scale quality code. Next we will use modern libraries and patterns within Dynamics CRM (Angular, 3 tiers, and so on) You will then be introduced to a mature DevOps cycle for your enterprise Dynamics CRM application. The book ends by explaining the upcoming Dynamics 365 extensions.
What you will learn
- Customize, configure, and extend Microsoft CRM
- Build an Adxstudio portal that provides a compelling web channel for customers
- Create processes to deliver automated business rules
- Develop client-side extensions to add features to the CRM user interface
- Set up a security model to securely manage data with CRM
- Manage CRM data internally
- Develop and deploy plugins to implement a wide range of custom behaviors
- Use third-party applications to reduce development time
- Integrate with PowerBI and Azure
About the Author
Rami Mounla is a Solution Architect with over 15 years of experience in IT. Rami was introduced to Dynamics CRM 3.0 when it first came out and has built a career around the product since then. Based in Wellington, New Zealand, his focus is on enterprise-scale Dynamics CRM solutions targeted for governmental departments and large multinational corporations. Throughout his career, Rami worked on some of the largest CRM implementations in New Zealand both on-premise and in the cloud.
Rami is active in the Dynamics CRM community, leader of the Wellington Dynamics User Group, frequent speaker at Microsoft Ignite New Zealand, and supporter of open source Dynamics CRM extensions. His contributions over the last years awarded him the Microsoft Business Solutions MVP status in 2015, a title that reflects his ambitions.
After being frustrated with frequently reviewing poor-quality CRM implementations, Rami started XrmEnterprise.com to write about best practices and promote quality CRM practices. The topics and content were the idea behind publishing a book about extending Dynamics CRM following best practices.
