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Magnifez IT Training | www.magnifez.com | +91 9739 222 782
1
Microsoft Dynamics CRM Developers Group - Hyderabad
Contents
 Introduction To Customizing Dynamics CRM 2016
 Customizing...
Microsoft Dynamics CRM Developers Group - Hyderabad
Introduction to Customization
Dynamics CRM provides a flexible platfor...
Microsoft Dynamics CRM Developers Group - Hyderabad
Privileges required for customization
System Administrator and System ...
Microsoft Dynamics CRM Developers Group - Hyderabad
What is Metadata?
● Metadata means “data about data” and it defines th...
Microsoft Dynamics CRM Developers Group - Hyderabad
Supported Vs Unsupported Customizations
Supported Customizations:
 AP...
Microsoft Dynamics CRM Developers Group - Hyderabad
Un-supported Customizations
 Un-supported customizations might when y...
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8
Microsoft Dynamics CRM Developers Group - Hyderabad
Customize CRM User Interface
 You can enhance CRM User Interface usin...
Microsoft Dynamics CRM Developers Group - Hyderabad
Customize CRM User Interface
What can you change in CRM themes?
Logo *...
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11
Microsoft Dynamics CRM Developers Group - Hyderabad
Create And Edit Entities
● Entities define the types of records that b...
Microsoft Dynamics CRM Developers Group - Hyderabad
Required Fields of an Entity
Display Name
This is the singular name fo...
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Edit An Existing Entity
Microsoft Dynamics CRM Developers Group - Hyderabad
Create A Custom Entity
 In additional the existing system entities us...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create A Custom Entity..
16
Microsoft Dynamics CRM Developers Group - Hyderabad
New Entity Form
17
Microsoft Dynamics CRM Developers Group - Hyderabad
Demo : Create And Edit An Entity
Book entity. Define a book entity in ...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create An Activity Entity
● To create an activity entity, select Defin...
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20
Microsoft Dynamics CRM Developers Group - Hyderabad
Entity Views
 A view is a saved query which shows the subset of recor...
Microsoft Dynamics CRM Developers Group - Hyderabad
Example: My Active Account View
22
Microsoft Dynamics CRM Developers Group - Hyderabad
Types of Views
 There are 3 main types of views: public, system, and ...
Microsoft Dynamics CRM Developers Group - Hyderabad
Customize Views
 We can customize the View Name, columns names, add o...
Microsoft Dynamics CRM Developers Group - Hyderabad
Customize Views
25
Microsoft Dynamics CRM Developers Group - Hyderabad
Create a Custom View
Enter Details:
 View Name
 Description
26
Microsoft Dynamics CRM Developers Group - Hyderabad
Create a Custom View
Setup the view:
 Edit filtering Criteria
 Add C...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create a Personal View
Very similar to how we create
Public Views
Step...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create a Personal View
Provide Name and description
Edit Filter Criter...
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Microsoft Dynamics CRM Developers Group - Hyderabad
Entity Charts
 A chart is a graphic representation of data from multi...
Microsoft Dynamics CRM Developers Group - Hyderabad
Example: Leads by Rating
‘Leads by Rating’ chart
displays the graphica...
Microsoft Dynamics CRM Developers Group - Hyderabad
Types of Charts
 There are 2 types of charts: system and personal.
 ...
Microsoft Dynamics CRM Developers Group - Hyderabad
Customize Charts
 You can edit exists charts or create new ones.
 To...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create A New Chart
35
Microsoft Dynamics CRM Developers Group - Hyderabad
Edit A Chart
You can customize the existing charts:
- Display Name
- L...
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37
Microsoft Dynamics CRM Developers Group - Hyderabad
Understanding Business Rules
 Business rules are a good alternative t...
Microsoft Dynamics CRM Developers Group - Hyderabad
Understanding Business Rules
There are four ways you can view, create,...
Microsoft Dynamics CRM Developers Group - Hyderabad
Uses of Business Rules
 Make a field ‘Business Required’ when the val...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create New Business Rules
Can create from Forms as well as Form Fields...
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Practise : Set Discount as per Purchase Timeframe
42
IF
Purchas...
Microsoft Dynamics CRM Developers Group - Hyderabad
Practise: Set Exchange Rate field as Required
If Status = active
Then ...
Magnifez IT Training | www.magnifez.com | +91 9739 222 782
Microsoft Dynamics CRM Developers Group - Hyderabad
Understanding Dashboards
 Dashboards in Microsoft Dynamics CRM provid...
Microsoft Dynamics CRM Developers Group - Hyderabad
Types of Dashboards
 User dashboards. A user dashboard can be created...
Microsoft Dynamics CRM Developers Group - Hyderabad
Sales Dashboard
Includes
Chart: Leads by Rating
Chart: Lead Conversion...
Microsoft Dynamics CRM Developers Group - Hyderabad
Out-of-the-box and Custom Dashboards
 Dynamics CRM is shipped with ou...
Microsoft Dynamics CRM Developers Group - Hyderabad
Work with Dashboards
You can do following operations on dashboards:
 ...
Microsoft Dynamics CRM Developers Group - Hyderabad
Create a Dashboard
 Select dashboard layout.
 Provide descriptive na...
Microsoft Dynamics CRM Developers Group - Hyderabad
Add a Chart to the Dashboard
 Select the record type
for the chart.
...
Microsoft Dynamics CRM Developers Group - Hyderabad
Share Your dashboard with Others
Microsoft Dynamics CRM Developers Group - Hyderabad
Questions?
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Introduction to Customization in dynamics crm 2016

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Introduction to Customization in dynamics crm 2016

  1. 1. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 1
  2. 2. Microsoft Dynamics CRM Developers Group - Hyderabad Contents  Introduction To Customizing Dynamics CRM 2016  Customizing CRM User Interface  Customizing Entities and Fields  Managing Relationships  Customizing Forms  Business Rules  Customizing Views  Customizing Charts and Dashboards 2
  3. 3. Microsoft Dynamics CRM Developers Group - Hyderabad Introduction to Customization Dynamics CRM provides a flexible platform using which we can extend the functionality of CRM as per business requirements. Out-of-the-Box(OOB) Customizations:  Entity Customization – GUI based Customization  Processes ( Workflows and Dialogs) Code based Customizations  Plugins  Custom workflow activities.  Web Services 3
  4. 4. Microsoft Dynamics CRM Developers Group - Hyderabad Privileges required for customization System Administrator and System Customizer security roles give you the permissions you need to customize your CRM deployment. System Administrator System Customizer Has full permission to customize the system. Has full permission to customize the system. Can view all data in the system. Can only view records for system entities 4
  5. 5. Microsoft Dynamics CRM Developers Group - Hyderabad What is Metadata? ● Metadata means “data about data” and it defines the structure of the data stored in the system. ● When you customize Microsoft Dynamics CRM using the customization tools in the application, you’re adding or updating the metadata or data used by features that depend on the metadata. ● So you can add new features to CRM without breaking your system. ● Should be able to apply an update rollup or upgrade to the latest version and enjoy the best new features. 5
  6. 6. Microsoft Dynamics CRM Developers Group - Hyderabad Supported Vs Unsupported Customizations Supported Customizations:  APIs and Best code practises mentioned in CRM SDK.  Codes which won’t break during upgrading CRM system.  Ex: Customizations using CRM GUI Customizations tools : Cutomizing forms, Views, Charts etc. 6
  7. 7. Microsoft Dynamics CRM Developers Group - Hyderabad Un-supported Customizations  Un-supported customizations might when you do code base customization on Dynamics CRM.  Unsupported by Microsoft support Team  It may break while upgrading CRM system  Ex: Interacting with the web application DOM elements using JavaScript, Retrieving/updating data directly from database tables, Changing the database tables, stored procedures, or views. 7
  8. 8. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 8
  9. 9. Microsoft Dynamics CRM Developers Group - Hyderabad Customize CRM User Interface  You can enhance CRM User Interface using themes.  The theme colours are applied globally throughout the application.  You can enhance the following visual elements in the UI:  Change product logos and navigation colours to create product branding  Adjust accent colours, such as hover or selection colours  Provide entity-specific colouring  Settings - > Customizations -> Themes 9
  10. 10. Microsoft Dynamics CRM Developers Group - Hyderabad Customize CRM User Interface What can you change in CRM themes? Logo * Default custom entity color Logo tooltip * Control shade Navigation bar color * Control border Navigation bar shelf color Header color Global link color Selected link effect Hover link effect Process control color Default entity color 10
  11. 11. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 11
  12. 12. Microsoft Dynamics CRM Developers Group - Hyderabad Create And Edit Entities ● Entities define the types of records that business users can use in a Microsoft Dynamics CRM organization. ● In the CRM web application, you can edit existing System entities and also create, and delete custom entities. Settings -> Customizations-> Customize the system -> Entity_Name 12
  13. 13. Microsoft Dynamics CRM Developers Group - Hyderabad Required Fields of an Entity Display Name This is the singular name for the entity that will be shown in CRM. Plural Name This is the plural name for the entity that will be shown in CRM. Name This field is pre-populated based on the display name you enter. It includes the solution publisher customization prefix. Ownership You can choose either user or team-owned or organization owned. 13
  14. 14. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Edit An Existing Entity
  15. 15. Microsoft Dynamics CRM Developers Group - Hyderabad Create A Custom Entity  In additional the existing system entities users with required privileges can create new entities in CRM System.  User with System Admin and system customizer roles can create custom entities.  Before going to create a new entity developer should make sure that any of the existing entities can support the particular business logic. 15
  16. 16. Microsoft Dynamics CRM Developers Group - Hyderabad Create A Custom Entity.. 16
  17. 17. Microsoft Dynamics CRM Developers Group - Hyderabad New Entity Form 17
  18. 18. Microsoft Dynamics CRM Developers Group - Hyderabad Demo : Create And Edit An Entity Book entity. Define a book entity in the system. The entity should have the following attributes: Book title ISBN Publish year Check in / check out status Check-out date Check-out contact Planned check-in date Cover price Book category: Drop down of the following (literature, art, science, text book, engineering) 18
  19. 19. Microsoft Dynamics CRM Developers Group - Hyderabad Create An Activity Entity ● To create an activity entity, select Define as an activity entity before you save the entity. ● Under Areas that display this entity, select areas available in the navigation bar you want this entity to be available from ● Primary Field: Each custom entity has a primary field. This is defined in the Primary Field tab. You must locate this field in the entity fields. 19
  20. 20. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 20
  21. 21. Microsoft Dynamics CRM Developers Group - Hyderabad Entity Views  A view is a saved query which shows the subset of records of an entity as per pre-specified conditions.  Each entity in CRM comes with a set of System Views by default.  CRM users can create more custom views in the system.  Only users with System admin or cutomizer role can create/edit organization views. 21
  22. 22. Microsoft Dynamics CRM Developers Group - Hyderabad Example: My Active Account View 22
  23. 23. Microsoft Dynamics CRM Developers Group - Hyderabad Types of Views  There are 3 main types of views: public, system, and personal.  Public Views. Comes with the application. Custom views created at the organization level are also public views. One of these public views can be defined as a default view.  System Views. Similar to Public views and are created by CRM on installation. System Views include Associated View, Advanced Find View, Lookup View and Quick Find View.  Personal Views. Users can create their own views using the Advanced Find tool and save them as personal views. 23
  24. 24. Microsoft Dynamics CRM Developers Group - Hyderabad Customize Views  We can customize the View Name, columns names, add or remove columns, update filtering criteria etc.  To create or updated Public and System Views:  Go to Settings -> Customizations -> Entity_Name -> Views  Personal views can be created from the Command Bar itself.  New personal views can be created for your business requirement and the ownership will be at organization level. Existing views can be edited too. 24
  25. 25. Microsoft Dynamics CRM Developers Group - Hyderabad Customize Views 25
  26. 26. Microsoft Dynamics CRM Developers Group - Hyderabad Create a Custom View Enter Details:  View Name  Description 26
  27. 27. Microsoft Dynamics CRM Developers Group - Hyderabad Create a Custom View Setup the view:  Edit filtering Criteria  Add Columns  Configure Sorting  Change Properties  Remove 27
  28. 28. Microsoft Dynamics CRM Developers Group - Hyderabad Create a Personal View Very similar to how we create Public Views Steps: 1. Give a name and description 2. Edit Filtering Criteria 3. Add/Edit Columns 28
  29. 29. Microsoft Dynamics CRM Developers Group - Hyderabad Create a Personal View Provide Name and description Edit Filter Criteria  Add Criteria Clauses  Use Group AND, Group OR to combine Clauses Add Columns  Add New Columns  Edit Existing Columns  Edit Columns properties 29
  30. 30. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 30
  31. 31. Microsoft Dynamics CRM Developers Group - Hyderabad Entity Charts  A chart is a graphic representation of data from multiple records of an entity.  Charts are integrated with grids in the web application. They are built from the query on the data.  When a view is updated for the data, the associated charts also get updated automatically.  Settings -> Customizations -> Entity_Name-> Charts 31
  32. 32. Microsoft Dynamics CRM Developers Group - Hyderabad Example: Leads by Rating ‘Leads by Rating’ chart displays the graphical representation of leads View based on Rating. 32
  33. 33. Microsoft Dynamics CRM Developers Group - Hyderabad Types of Charts  There are 2 types of charts: system and personal.  System Charts. System charts can only be created by users with System Administrator or System Customizer roles. These charts are by default visible to all users.  These charts can be customized by going on to the settings area and customizing the system.  User Charts. Personal charts can only be seen by the users that create them or the ones to whom these charts are shared with. These charts can only be shared if the owner has sharing privileges. 33
  34. 34. Microsoft Dynamics CRM Developers Group - Hyderabad Customize Charts  You can edit exists charts or create new ones.  To customize: Settings - > Customizations ->Default Solution -> Entity_name -> Charts.  Charts can be imported and exported as well as be transferred from one deployment to another.  Charts can be created via CRM views or through coding. 34
  35. 35. Microsoft Dynamics CRM Developers Group - Hyderabad Create A New Chart 35
  36. 36. Microsoft Dynamics CRM Developers Group - Hyderabad Edit A Chart You can customize the existing charts: - Display Name - Legend (Y -axis ) values - Category ( X-axis) Values - Chart type - Update Aggregate functions 36
  37. 37. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 37
  38. 38. Microsoft Dynamics CRM Developers Group - Hyderabad Understanding Business Rules  Business rules are a good alternative to build validations on forms with UI.  Using business rules system administrators or a power users can create validations without coding skills.  Jscript cant be replaced by business rules. 38
  39. 39. Microsoft Dynamics CRM Developers Group - Hyderabad Understanding Business Rules There are four ways you can view, create, or edit business rules: 1. Solution - > Entity 2. Solution -> Entity-> Field 3. Form Editor -> Business Rules 4. Form Editor -> Field Scope of Business rules Scope Where it runs run Entity All forms and server All forms All forms Specific form Just that form 39
  40. 40. Microsoft Dynamics CRM Developers Group - Hyderabad Uses of Business Rules  Make a field ‘Business Required’ when the value in another field is changed  Set the value of a field based on various criteria  Calculate the value in a field based on the value(s) of other field(s)  Show an error message when an invalid value is entered  Show/hide or enable/disable a field depending on the value entered in another field 40
  41. 41. Microsoft Dynamics CRM Developers Group - Hyderabad Create New Business Rules Can create from Forms as well as Form Fields. Mention the following:  Scope of Business Rule  Validations  IF..ELSE. ELSE IF loops for Conditions.  Actions – What actions need to be done 41
  42. 42. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 Practise : Set Discount as per Purchase Timeframe 42 IF PurchaseTimeFrame = Immediate Then Opportunity Discount = 5%
  43. 43. Microsoft Dynamics CRM Developers Group - Hyderabad Practise: Set Exchange Rate field as Required If Status = active Then ExchangeRate as business Required. Eles IF Currency doent contain Value Then show Error Message. 43
  44. 44. Magnifez IT Training | www.magnifez.com | +91 9739 222 782
  45. 45. Microsoft Dynamics CRM Developers Group - Hyderabad Understanding Dashboards  Dashboards in Microsoft Dynamics CRM provide an overview of business data ‒ actionable information that's viewable across the organization.  Use a dashboard to see performance at a glance.  Components of a Dashboard:  Views  Charts  iFrames  Web Resources – HTML, Silverlight content.
  46. 46. Microsoft Dynamics CRM Developers Group - Hyderabad Types of Dashboards  User dashboards. A user dashboard can be created by any user in the user's work area.  A user dashboard doesn't have to be published to be visible, but it's only visible to the person who created it, unless shared with others  System dashboards : is created by a system administrator or customizer in the Settings area.  A system dashboard must be published to be visible.  After it's published, it's visible to everyone in the organization, unless hidden by the admin or customizer.
  47. 47. Microsoft Dynamics CRM Developers Group - Hyderabad Sales Dashboard Includes Chart: Leads by Rating Chart: Lead Conversion Rate Chart: Sales Pipeline Chart: Activities By Owner
  48. 48. Microsoft Dynamics CRM Developers Group - Hyderabad Out-of-the-box and Custom Dashboards  Dynamics CRM is shipped with out of the box Dashboards which span across sales, marketing and service modules.  In addition to this you can also create custom dashboards. Some of the Out-of-the-box views  Sales performance Dashboards  Sales Activity Dashboard  Marketing Dashboard  Customer Service Manager Dashboard
  49. 49. Microsoft Dynamics CRM Developers Group - Hyderabad Work with Dashboards You can do following operations on dashboards:  You can set frequently used dashboards as default Dashboard.  You create new Dashboards, modify existing components.  You deactivate existing Dashboards.  Create and share your personal dashboards with other users.
  50. 50. Microsoft Dynamics CRM Developers Group - Hyderabad Create a Dashboard  Select dashboard layout.  Provide descriptive name.  Add a chart, view or Iframe.
  51. 51. Microsoft Dynamics CRM Developers Group - Hyderabad Add a Chart to the Dashboard  Select the record type for the chart.  Select a view that the data in the chart will be based on.  Choose the actual chart.  Select Add.
  52. 52. Microsoft Dynamics CRM Developers Group - Hyderabad Share Your dashboard with Others
  53. 53. Microsoft Dynamics CRM Developers Group - Hyderabad Questions?
  54. 54. Magnifez IT Training | www.magnifez.com | +91 9739 222 782 54

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