Dynamics CRM (Dynamics 365)

Welcome to my Dynamics CRM (Dynamics 365) eBook.

Contents

  1. Installation
    1. Installing a Dynamics On Premise Update
    2. Dynamics 365 Updates
    3. Relationship Insights Install
    4. Install Live Assist by CafeX
    5. Installing CRM 2016 On Premise
  2. Configuration
    1. Email
      1. Configuring Email Tracking Token
      2. Apps for Office 365 and Desktop Outlook
      3. Server Side Sync Setup
      4. Exchange Folder Level Tracking
      5. Dynamics 365 and Outlook 
      6. Add App to Outlook Users
      7. Automatic Email Tracking with Correlation
      8. Tracking an Outlook Email in Dynamics 365
      9. Email Engagement
    2. Power BI and Business Intelligence
      1. Power BI Tiles in Dynamics CRM
      2. Connecting Power BI Desktop to Dynamics 365
      3. Option Sets and Power BI
      4. Organization Insights app
      5. Install Dynamics 365 Content Packs
      6. Relationship Insights
      7. Sales Management Solution Template
      8. Add a Power BI Dashboard to D365
      9. Process Analyzer Content Pack
    3. System Settings
      1. Autosave
  3. Administration
    1. Set Dynamics 365 Instance Name
    2. Bulk Delete Data Job
    3. Change Theme and Logo
    4. Fiscal Year Settings
    5. Sales Territories
    6. Business Units
    7. Queues
    8. Automatically Add Cases to Queues
    9. Picking and Releasing Cases from Queues
    10. Project Service Automation
    11. Quick Find Entities
    12. Manage Licensing and Pricing
    13. User License Types
    14. Auto-Numbering
    15. Teams
    16. Office 365 Groups
    17. SharePoint Integration
    18. OneNote Integration
    19. OneDrive Integration
    20. Release Cycle
    21. Backup and Restore
    22. Create Users
    23. Auditing
    24. Yammer Integration
    25. Restrict Access to Instances
    26. Auto Capture
    27. Delete a CRM Organization
  4. Functional
    1. Connections
    2. Goals
    3. Duplicate Detection
    4. Cases
    5. Activities
    6. Business Rules
    7. Interactive Service Hub
    8. Knowledge Base Management
    9. Unit Groups
    10. Products
    11. Opportunity, Quote, Order, Invoice
    12. Sales Literature
    13. Leads
    14. Closing an Opportunity
    15. Sales Pipeline
    16. Product Families
    17. Up-Sell and Cross-Sell Products
    18. Currency
    19. Relationship Insights
    20. Opportunities and Calculating Revenue
    21. Account Relationship Types
  5. Field Service
    1. Installing Field Service for Dynamics 365 Online
  6. Development
    1. Overview of Extending Dynamics 365
    2. API
      1. OData and Web API URLs
      2. Global Option Sets and Web API
      3. Connecting to Dynamics 365 from Windows Form
      4. Connecting to Dynamics 365 using CrmServiceClient
      5. Connecting to Dynamics 365 using the Organization Service Proxy
      6. Connecting to Dynamics CRM On Premise Console App
      7. Early Bound vs Late Bound
      8. Register Azure App
      9. Web API Sample
      10. Open CRM Record by URL
      11. Get GUID of Dynamics CRM Record
      12. RetrieveMultiple and QueryExpression
      13. LINQ (Late-Bound)
      14. Register an App for Azure
      15. Connecting to Dynamics CRM through Postman
      16. WhoAmI
      17. Generic SQL Error
      18. SOAP Logger
      19. Use EntityReference to Get Name from Id
      20. Calling FetchXML from C#
    3. Powershell
      1. PowerShell cmdlets for Dynamics 365
      2. PowerShell for Dynamics CRM On-Premise
      3. Microsoft.Xrm.Data.Powershell
    4. Dashboards
      1. Getting a Dynamics CRM Dashboard URL
      2. Creating a New Dashboard
      3. Sharing a Dashboard
    5. FetchXML
      1. Introduction to FetchXML
    6. JavaScript
      1. Creating and Debugging JavaScript Code
      2. Redirect to CRM Page
      3. OnSave and OnLoad
      4. Read only form with JavaScript
      5. Get User
      6. Querying CRM through JavaScript
      7. Querying CRM through JavaScript WebAPI
      8. Query Dynamics 365 using jQuery
      9. Create Record in Dynamics 365 using jQuery
      10. Update Record in Dynamics 365 using jQuery
      11. Get and Set fields using JavaScript
      12. $ is not defined error
      13. Get Id of Current Record
      14. REST Builder
      15. Access Xrm Resource from HTML
      16. addOnSave method
      17. Non-Event Dependencies
      18. Opening a Quick Create form using JavaScript
    7. Processes, Workflows and Plugins
      1. Workflows vs Plugins
      2. Create a plugin
      3. Debug a plugin
      4. Debug a plugin – Persist to Entity
      5. Plugin Exception Handling
      6. Plugin Trace Log
      7. Tracing
      8. Business Process Flows
      9. Business Rules
      10. Real-time vs background workflows
      11. Wait conditions in workflows
      12. Actions
      13. Dialogs
      14. Workflow Scope
      15. Troubleshooting No Sandbox Hosts Available
      16. RetrieveMultiple Plugin
      17. Pre Images and Post Images
      18. Run Workflow at Set Time Period
    8. Views
      1. Change Default Advanced Find View
      2. View Designer in XrmToolbox
      3. Filtered Views
      4. Views
      5. Quick Find View for Search
    9. Ribbon
      1. Installing and Using Workbench Ribbon
      2. Installing Ribbon Workbench for CRM 2015
      3. Using Ribbon Workbench Inside XrmToolbox
      4. Open Web Page from Button with Ribbon Workbench
      5. Dynamics CRM Ribbon Customizations
    10. Entities, Forms, Solutions
      1. Create a New Entity
      2. Quick Create Forms
      3. Relationships
      4. Editable Grids
      5. Create Option Set fields
      6. Subgrids
      7. Insert Navigation Link
      8. Quick View Forms
      9. Calculated Fields
      10. Rollup Fields
      11. Entity Data Types
      12. Status Reason Transitions
      13. Enabling and Disabling Features
      14. Hierarchies
      15. Entity Relationships
      16. Controls
      17. Adding Forms
      18. Form Managed Properties
      19. Web Resources
      20. IFrame OnReadyStateComplete
    11. Xrm Tooling
      1. Login Control
    12. Integration
      1. KingswaySoft Install
      2. KingswaySoft Insert Integration
      3. Keys
    13. Apps
      1. Apps and App Designer
      2. Assign Roles to Apps
    14. SDK
      1. SDK, Templates, Developer Toolkit
      2. JavaScript in the Developer Toolkit
      3. Developer Extensions for Visual Studio (3rd Party)
    15. Azure
      1. Azure Service Bus Messaging with Plugin
  7. Reporting
    1. Creating Reports using the Report Wizard
    2. Building Charts in Dynamics CRM
    3. Install Visual Studio CRM Report Authoring Extensions
    4. Create FetchXML Reports for CRM with Visual Studio
    5. Create SQL Reports for CRM with Visual Studio
    6. Sharing Personal Charts
    7. Convert Personal Chart to System Chart
    8. Excel Templates
    9. Word Templates
  8. Data Migration and Upload
    1. Uploading Data to Dynamics 365
  9. Deployment
    1. Package Deployer
    2. Configuration Migration
    3. Deploy Security Roles
  10. Security
    1. User and Role Security
    2. Copy Security Role
    3. Troubleshooting User Permissions
    4. Hierarchical Security
    5. Access Teams
    6. Field Security
  11. Performance
    1. Performance Center
  12.  Mobile
    1. Mobile Task Flows
    2. Mobile Apps
    3. Displaying Forms, Sections, Fields on Mobile Devices
    4. Mobile Performance and Client Customizations
  13. Upgrading
    1. Custom Code Validation Tool 2013
    2. Custom Code Validation Tool 2015
    3. Upgrading Dynamics CRM 2013 Customizations Part 1
    4. Upgrading Dynamics CRM 2013 Customizations Part 2
  14. 3rd Party
    1. North52
      1. Installing Business Process Activities
      2. Configuring Security
      3. Creating an AutoNumber Function
      4. Creating a Workflow Schedule
      5. Command Console (Create Record)
      6. Creating a Process Genie
  15.  Appendix
    1. Useful CRM Links
    2. User Interface of different versions