کتاب Microsoft Dynamics CRM 2015 Application Design.pdf

Master professional-level business application designs using Microsoft Dynamics CRM 2015 and its xRM features

لینک دانلود کتاب Microsoft Dynamics CRM 2015 Application Design.epub

Table of Contents

Preface ixChapter 1: Getting Started with Microsoft Dynamics CRM 2015 1

Deployment options 3Microsoft Dynamics CRM on-premise versus online 4Database access 4New updates 5Integration 5Availability 5Security 5CRM add-ons 6Extension and customization 6Microsoft Dynamics CRM 2015 clients 6Web client 6Outlook client 7Mobile client 7Software and hardware requirements 7Upgrade options 8In place 9Migration upgrade 9Cleaning all 2007 endpoints 10Support for the Microsoft Dynamics CRM 4.0 object model 10Licensing model for Microsoft Dynamics CRM 2015 10The new features in Microsoft Dynamics CRM 2015 11Global search 11Business rules enhancement 13Business process flow 15Hierarchy visualization 16Hierarchical security 18Manager hierarchy 18

New fields for calculation 21Calculated fields 21Rollup field 22New capability for mobile client 24Product catalog enhancement 24Field-level security enhancement 26Creating custom help 27Disabling the welcome screen 28Nested quick create forms 28New outlook configuration wizard 29Service Level Agreement enhancement 30Synchronization between CRM and Outlook or Exchange 30Summary 31

Training solution scope 33Training solution design 34Understanding the customization concept 37Customizing Microsoft Dynamics CRM 2015 38Understanding application navigation 38Understanding solutions 40Creating the publisher 42Creating our solution 43Adding components to our solution 44Customizing entities 45Renaming entities 45Data types in Microsoft Dynamics CRM 2015 48Single line of text 48Option sets 48Two options 49Images 50Whole numbers 51Floating point numbers 51Decimals 51Currency 51Multiple lines of text 52Date and time 52Lookup 53Field properties 53Setting data structures for a training solution 54Creating a new attribute 54Setting field mapping 56

Customizing entity forms 58The main form 59Understanding the social pane 61Understanding the sub grid 62Mobile express forms 64Designing other forms 66Customizing application navigation 68Setting up a training catalog 70Understanding security 76Role-based security 76Record-based security 77Field-level security 77Testing customization 78Summary 80

Understanding the client scripting object model 82Understanding web resources 82Creating our first web resource 84Accessing forms and controls using client-side code 85Context namespaces 86Data namespaces 86UI namespaces 88Understanding client-side events 89Form events 89OnLoad event 89OnSave event 93Field events 93Control events 96TabStateChange 96OnReadyStateComplete 96PreSearch 96Using CRM web services in client-side code 100OData 100OData query options 101Working with organization data services 103Modern SOAP 106OData versus Modern SOAP 112Understanding business rules 112Actions in business rules 115Showing error messages 115Setting business requirements 116

Setting field values 116Setting visibility 117Setting default values 117Locking or unlocking fields 118Server-side versus client-side business rules 118Summary 119

Understanding processes 122Building a library management solution 123Library management solution design 123Adding components to solution 124Customizing entities 124Customizing member entity 125Creating a custom entity 126Entity definition 127Areas that display this entity 129Process 129Communication and collaboration 129Data services 130Outlook and mobile 130Form design 131Creating entity views 132Understanding business process flow 137Using stages 139Using branching logic 139Controlling and ordering business process flows 140Creating business process flow 140Understanding workflows 142Activating workflow 143Available to run 143Workflow job retention 143Automatic execution events 143Workflow scope 144Creating asynchronous workflows 144Creating synchronous workflows 146Generating Autoid using a real-time workflow 149Understanding dialogs 151Designing dialogs 151Calling Dialog 152Understanding actions 153Designing actions 153Action scopes 153

Action arguments 154Calling actions 154Business process flows versus workflows, dialogs, and actions 154Testing library management 155Summary 157

Understanding CRM extendibility architecture 160CRM databases 161Platform layers 161Processes 161CRM Web services 162Plug-ins 162Reporting 162Client extensions 163Integrated extensions 163An introduction to the Microsoft Dynamics CRM SDK 163Knowing about CRM assemblies 164Understanding CRM web services 165Deployment service 165Discovery service 166Organization service 166Organization data service 166Early bound 166Late bound 168Using client APIs for CRM connections 169Working with organization web services 171Create 171Update 174Retrieve 176RetrieveMultiple 177Delete 179Associate 179Disassociate 180Execute 180Testing the console application 182Working with discovery web service 182Fetching data from the CRM database 184QueryByAttribute 184QueryExpression 186FetchXML 189LINQ 190

Top five new features in 2015 Update 1 for developers 190Update message improvement 191Executing multiple operations in a single transaction 191Alternate keys and upsert 192Optimistic concurrency 194Tracing 194Integrating CRM with other systems 196On demand 196Batch processing 197Summary 198

Introduction to plug-ins 200Synchronous versus a synchronous plug-ins 200Understanding plug-in event execution pipelines 201Stage 10: Pre-validation 201Stage 20: Pre-operation 202Stage 30: Main-operation 202Stage 40: Post-operation 202Plug-in events 202Writing your first sample plug-in 203Understanding plug-in registration 204Plug-in mode 205Assembly storage 206Database 206Disk 206GAC 206Registering plug-in steps 207Message 207Primary entity 207Secondary entity 208Filtering attribute 208Run in user's context 208Execution order 209Event 209Execution Mode 209Deployment 209Delete AsyncOperation if StatusCode = Successful 209Secured/Unsecured Configuration 209Understanding IPluginExecutionContext 211Getting organization service 212Getting input and output arguments 213Understanding shared variables 214Understanding plug-in images 215

Applying validation using plug-ins 216Passing parameters to plug-ins 218Troubleshooting plug-ins 219Debugging plug-ins 221Working with custom workflows 222Using parameters in custom workflows 222Adding custom workflows in library management systems 223Using custom workflows 228Understanding actions 229Designing actions 230Summary 234

Project tracking application design 236Customizing CRM for the project tracking application 237Adding existing entities to the solution 238Customizing the account entity 238Setting up the project entity 240Setting up a user story entity 240Setting up a project tasks entity 242Using filtered lookups 243Setting up a timesheet entity 244Using calculated fields 245Setting up issue entity 247Using rollup fields for aggregation 248Completing the project entity design 254Understanding activity feeds 256Utilizing activity feeds 258Setting the auto post rule 259Getting updates 261Setting up teams 262Sharing records with a team 264Preparing data visualization 266Creating dashboard 268Summary 270

Introduction to Microsoft Dynamics CRM mobility 272Accessing CRM using mobiles 273Accessing CRM on tablets 277Entities available over mobiles 278

Customizing mobile clients 278New enhancements for MOCA 280Offline drafts 280Multiple dashboards 281Other mobile clients 282Resco Mobile CRM 282CWR Mobile CRM for Microsoft Dynamics CRM 283Introduction to MDM 284Projects 285Marketing execution 285Assets and media 286Budgeting 287Performance 287Setting up the Microsoft Dynamics Marketing trial 288Integration with CRM 289Summary 290Appendix A: Data Model for Client Entities 291Data model for contact entities 294Data model for proposal entities 296Data model for training request entities 299Appendix B: Data Model for Account Entities 303Data model for project entity 306Data model for project tasks 308Data model for issue entity 309Data model for timesheet entity 310Data model for user story entity 311Index 313

PrefaceMicrosoft Dynamics CRM 2015 released many new features that makes it a true xRM Framework to develop custom applications. This book will help you to learn all the new features of Microsoft Dynamics CRM 2015 and to use them to develop real-world business applications. You will learn all the technical aspects of Microsoft Dynamics CRM 2015 that are related to customization, extension, and integration using sample applications.What this book covers :

Chapter 1, Getting Started with Microsoft Dynamics CRM 2015, provides the basic details of Microsoft Dynamics CRM 2015 such as software and hardware requirements, different deployment models, and available clients. This chapter also provides an overview of the new features introduced in CRM 2015.Chapter 2, Customizing Microsoft Dynamics CRM 2015, will help you to learn customization concepts and different out-of-the-box tools to customize CRM 2015. You will learn how to create a sample application for an IT training company.Chapter 3, Client-side Logic with Microsoft Dynamics CRM 2015, gives the details of the CRM 2015 client object model. You will learn about web resources using client-side scripting, and you will access CRM web services using client-side code and business rules.Chapter 4, Working with Processes, explains the different type of processes with their usages. This chapter will explain how to use these processes to automate different business requirements. You will learn to develop a library management system using processes.

Chapter 5, Working with CRM SDK, explains the Microsoft Dynamics CRM extendibility architecture and the CRM SDK components. You will learn to use CRM web services methods using the early bound and late bound programming models.Chapter 6, Extending Microsoft Dynamics CRM 2015 will help you to learn plug-in development in CRM 2015 and to understand how they are executed via event execution pipelines. You will learn how to write and deploy plug-ins using different plug-in components.Chapter 7, Creating a Project Tracking Application, demonstrate the xRM capability of CRM 2015. You will learn to set up another sample application to track and maintain a project life cycle using the out-of-the-box capabilities of CRM 2015.Chapter 8, Introduction to Mobile Client and Microsoft Dynamics Marketing, explains the different CRM 2015 mobile clients and their features. You will also learn to set up the Microsoft Dynamics Marketing add-on and use it.Appendix A, Data Model for Client Entities, provides fields that we are using in our client entity form.Appendix B, Data Model for Account Entities, provides fields that we are using on account entity form.

What you need for this bookYou will need the following:• Microsoft Dynamics CRM 2015 on premise or Online environment• XrmToolBox Solution from www.xrmtoolbox.com• Microsoft Windows Identity Model• .Net 4.5.5• Visual Studio 2012 or later and the .Net 4.5.2 developers pack• Microsoft Dynamics CRM SDK for 2015

Who this book is forThis book targets skilled developers who want to build business-solution software and are new to application development in Microsoft Dynamics CRM.