How to Customize MS Dynamics CRM

MS Dynamics CRM Customization 

Business Process workflow is a set of steps for the people to follow to get the desired outcome. This makes use of the CRM entities to get the process done. Business Process workflow or BPW as the abbreviation goes is the process guide that streamlines common sales process flow and methodologies. This in turn helps sales team expedite all the sales and marketing thereby achieving better results in minimum time span.

What can BPW do?

This is like defining a set of steps and follow on stages displayed in a control at the top of the form. Each step represents a field and it is required to enter data for the corresponding field to proceed to the next step. BPW can be compared to something similar to controlling data entry into stages. The main goal of entire customization points towards streamlining experience for user adoption thus saving time and reducing costs.

There are three modes for Dynamics CRM customization namely

·         Applying no code for customization

In this you can effectively customize, forms, entities and fields without getting deep in the complex code part.

·         Making use of JavaScript plugins

You can create custom Javascript files to change the look and operation of the form and the user interface.

·         Doing by code

This way of customization test, the developers coding skills to extend the functionality features in customization as and when JavaScript does not fulfill the goals

Integration of Business process flows with other Dynamics CRM customization services

On entering data using BPW the data changes are also reflected on other form fields when it is saved as automated business process or form scripts can be applied. When the form data is refreshed after the record is saved the changes are reflected instantly if the changes are made in real-time. In the business process flow control in the form does not offer any client side programming facility.

What is the business process flow in Microsoft Dynamics CRM?

Flexible and scalable solution offered by MS Dynamics CRM includes

·         Interactive and intuitive User interface,

·         Centralized database,

·         Streamlined Business Process Workflow

·         Effective Reporting tools

Get to know more about Dynamics CRM customization services, you can visit at Cynoteck. We are a service company offering broad spectrum of services to our clients in CRM configuration, installation, integration and customization services. We have an ace team of highly skilled CRM consultants to increase your overall business revenue