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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Sample/Demo Implementa...
Microsoft Dynamics CRM (Archived)

Sample/Demo Implementations

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Posted on by CU21020959-0 2,601

Does anyone know of any books or websites/blogs which outline the whole process of designing and implementation a custom solution in Dynamics CRM?

Ideally it would incorporate :

* A summary of the proposed solution

* Each stage of the customisation i.e. entity/form design, workflows/processes created.

TIA 

*This post is locked for comments

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sample/Demo Implementations

    Hi Harjit,

    as i know there is no resource like that.

    If you solved the problem or received help from an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • CU21020959-0 Profile Picture
    CU21020959-0 2,601 on at
    RE: Sample/Demo Implementations

    Thanks Guillaume, I've read that before and it's very good.  

    Thanks also Francesco, I've ordered that book as a reference.

    They're still not exactly what I'm looking for - they both explain the procedures for customising CRM.  What I'm after is a real work example utilising these, i.e. building a complete system from OOTB CRM.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sample/Demo Implementations

    Hi,

    if you want something lighter you can take a look at : crmbook.powerobjects.com

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sample/Demo Implementations

    Hi Harjit,

    sorry, i thought to have included it in my previous post:

    https://www.packtpub.com/application-development/microsoft-dynamics-crm-2016-customization-second-edition  

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • CU21020959-0 Profile Picture
    CU21020959-0 2,601 on at
    RE: Sample/Demo Implementations

    Hi Francesco,

    Have you got a link to the book? :)

    Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sample/Demo Implementations

    Hi Harjit,

    these are the chapters:

    Preface vii
    Chapter 1: Getting Started 1
    Introducing Dynamics CRM 2
    Features of Dynamics CRM 3
    Scalability 3
    Extensibility 3
    Ability to integrate with other systems 6
    Ease of use 7
    Global Data Center Locations for Dynamics CRM Online 8
    Advantages of Choosing Dynamics CRM Online 9
    What do you need to customize Dynamics CRM? 11
    Steps to Setting up an Environment 11
    Opening a free 30-day trial of Dynamics CRM Online 12
    Integrating Dynamics CRM Online with Outlook 24
    Installing Dynamics CRM for Outlook 25
    Configure a domain name for your environment 30
    Integrating with Office 365 E3 trial services 41
    Summary 45
    Chapter 2: The Dynamics CRM Application Structure 47
    Dynamics CRM modules 48
    CRM Sales module 48
    CRM Sales module Entities 49
    Sales Processes 61
    The Sales Dashboards 65
    Sales Reports 69
    Marketing features 70
    CRM Service module 70
    Interactive Service Hub 71
    Service Entities 75
    Service Processes 79
    ---
    Service Dashboards 80
    Service Reports 84
    CRM Marketing Module 84
    Marketing Entities 84
    Dynamics CRM Marketing Module Dashboards 91
    Marketing Reports 93
    Dynamics CRM application elements 93
    Modules 93
    Entities 94
    System Entities 94
    Business Entities 95
    Custom Entities 95
    Processes 95
    Dialogs 95
    Workflows 96
    Actions 97
    Business Process Flows 97
    Dashboards 98
    Reports 99
    The Extensibility options 99
    Application navigation 100
    Summary 101
    Chapter 3: Dynamics CRM Customization 103
    Solution Package 104
    Components of Solution 104
    Types of Solution 106
    Unmanaged Solutions 106
    Managed Solutions 107
    Solution Publisher 108
    Solution Layering 108
    The Default Solution 109
    Solution Segmentation 109
    Solution Cloning and Patching 111
    Entity Elements 115
    Renaming an Entity 115
    Change Entity Settings and Properties 116
    Entity Definition 117
    Areas that display this entity 117
    Options for Entity 117
    Primary Field Settings 117
    Business versus Custom Entities 118
    Business Entities 118
    Custom Entities 119
    ---
    Extending Entities 119
    Record Images 120
    Entity Forms, Quick View, and Quick Create Forms 121
    The Entity Form 121
    Customizing Forms 124
    Tabs 125
    Sections 127
    iFrames 128
    Sub-grids 129
    Fields 132
    Global Option Sets 134
    Spacers 134
    Entity Views and Charts 135
    Charts 138
    Dashboards 139
    Entity Relationships 140
    One-to-Many (1:N) and Many-to-One (N:1) Relationships 141
    Many-to-Many (N:N) Relationships 142
    Messages 143
    Composite fields 144
    Calculated Fields 145
    Rollup fields 147
    SLAs and the Timer Control 149
    Standard versus Enhanced SLAs 150
    How SLAs are applied 156
    Working with Documents 157
    Client to Server Integration with SharePoint 158
    Server to Server Integration with SharePoint 158
    Configuring the target SharePoint Server 159
    Enable entity Document Management 161
    OneDrive Integration 164
    Office Graph Integration 166
    Geolocation 167
    Summary 169
    Chapter 4: Building Better Business Functionality 171
    What are Processes? 172
    Dialogs 173
    Creating a Dialog 175
    Dialog Steps 178
    Managing Dialogs 183
    ---
    Workflows 184
    Creating a Workflow 186
    Real-time Workflows 189
    Actions 189
    Quick View and Quick Create Forms 192
    Entity Forms 192
    Quick View Forms 193
    Quick Create Forms 195
    Business Rules 198
    Limitations of Business Rules 202
    Business Process Flows 202
    Creating Business Process Flows 206
    Triggering Workflows on Business Process Flow Stage change 212
    Excel Enhanced Integration 214
    Document Templates 214
    Automated Document Generation Templates 215
    Mobile and Task-based Experience 216
    Dynamics CRM for Outlook 222
    Dynamics CRM App for Outlook 223
    An Enhanced Search Functionality 228
    Searching in a View 229
    Searching Across the entire Organization 230
    Advanced Find 230
    Search using voice on Mobile 232
    Summary 233
    Chapter 5: Dynamics CRM – Additional Features 235
    Social Pane 236
    What it is, where it is, how it works 236
    Social Pane – standard configuration options 238
    Adding Social Pane to custom entities 238
    Customizing the Entity 238
    Configuring Post Configurations 239
    Customizing the form 239
    Creating a custom new Activity Feed Post 239
    Office 365 Features and Integration 240
    OneNote Integration 241
    Interactive Service Hub 243
    Enhanced Knowledge Management 251
    Article Life Cycle 253
    Schedule, Publish, Expire 258
    Article Context Search 260
    ---
    Office Delve recommendations 260
    Field Service Capabilities 264
    Adxstudio Portals 266
    Voice of the Customer 266
    Insight by InsideView 271
    Installation and Configuration 271
    Dynamics CRM Online 271
    Dynamics CRM On-Premise 273
    Insight Feature Set 273
    Yammer 277
    Yammer and Hashtags 277
    Other Yammer Features 277
    Yammer and Dynamics CRM 278
    Configure the Integration 278
    Entity Configuration 281
    Additional Configuration 282
    Web API 282
    Microsoft Social Listening Integration 282
    Integrating Social Listening with Dynamics CRM 283
    Dynamics CRM online 283
    Dynamics CRM On-Premise 284
    Application Layout 284
    Targeting Sources 285
    Configuring Analysis 286
    Analytics Summary 287
    Volume History 289
    Source Summary 290
    Source Share of Voice by Language 290
    Analysis Details 290
    Configuring Alerts 292
    Microsoft Dynamics Marketing Integration 292
    Power BI and Dynamics CRM 293
    Summary 295
    Chapter 6: Dynamics CRM Administration 297
    Administration Concepts 298
    The Settings Area 299
    Business Management 299
    Service Management 304
    Case Settings with Record Creation and Update Rules 304
    Service Terms 307
    Knowledge Base Management 308
    ---
    Templates 309
    Entitlement Templates 310
    Service Scheduling 311
    Product Catalog 311
    Administration 313
    Security 320
    Data Management 324
    Working with Data 324
    Data Loader Service 326
    Configuring the Data Loader Service 326
    Monitoring System Jobs 327
    Document Management 328
    Auditing 330
    E-mail configuration 331
    Configuring Activity Feeds 333
    Activity Feeds Configuration 333
    Activity Feeds Rules 333
    CRM App for Outlook 333
    Process Center 334
    Dynamics Marketplace 335
    Customization Principles 336
    Solutions 337
    Working with Business Units 338
    Defining Security Roles 338
    Managing Users and Teams 340
    Creating a new User 340
    Mobile Experience 343
    Cortana for CRM 344
    Summary 345
    Index 347

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Community Member Profile Picture
    Community Member on at
    RE: Sample/Demo Implementations

    Hi Harjit,

    this is the more updated book regarding crm customization. 

    Previous edition was fine (it covered 2011 version).

    Furthermore today is in offer!

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

    Join my network on LinkedIn      Follow me on Twitter 

    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

    Independent Contractor

    http://www.francescopicchi.com

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