Chapter 4. Building Better Business Functionality

In the previous chapter, we looked at the basics of working with entities in Dynamics CRM and the essentials of customizing these entities. Now it's time to look at how the Dynamics CRM platform impacts our business, and how can we tailor it to fit most of, if not all, our business needs.

In this chapter, we will be looking at the following topics:

• What are Processes?

• Types of Processes

• Dialogs

• Workflows

• Real Time Workflows

• Business Rules

• The Business Process Flow

• Excel Enhanced Integration

• Automated Document Generation Templates

• The Mobile and Task Based Experience

• Dynamics CRM for Outlook

• The Dynamics CRM App for Outlook

• An Enhanced Search Functionality

We'll be looking at how to work with each of the elements comprising the Sales, Service, and Marketing modules. We will go through the customization options, and how we can extend the system to fit new business requirements. We'll also have a peek at the mobile experience, as well as the Outlook integration...