crm Chapter 11 –Introduction to Advanced Customization.pdf

Configuration Customization in Microsoft Dynamics CRM 4.0 Chapter 11 – Introduction to Advanced Customizations Overview • Introduction to Workflow • Introduction to Application Event Programming • Core Concepts • Common Uses for Client-side code • Using Form Events • Using Field Events • Configuring Event Detail Properties • Introduction to Client Extensions • Dynamic IFrame • URL Addressable Forms • Creating Custom Menus, Side Tabs and Buttons • ISV.Config Integration Points • SiteMap • SDK Capabilities • ISV Solutions Lesson: Introduction to Workflow • Workflow allows companies to automate their business processes • Workflow enables actions to occur without direct interaction by the users, based on rules set up by the business. • Workflow rules are triggered by events within Microsoft Dynamics CRM when specific actions are performed and specified conditions are met. Introduction to Workflow • Key features of Microsoft Dynamics CRM 4.0 Workflow • Integration with the Windows Workflow Foundation and Visual Studio • Ability of end-users to access and create workflow rules • Child workflows and workflow templates • Enriched event model • Support for dynamic values and conditionals • Stages, which compartmentalize logic segments • A robust, asynchronous service-oriented architecture Introduction to Workflow • Each Workflow is created for a specific entity • The following workflow types are supported: • Automatic • On-Demand • Child • Workflow Templates Introduction to Workflow • Automatic workflows can be configured to run when one or more of the following events occur: • A record is created • A records status is changed • A record is assigned • A records attri