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Mastering Microsoft Dynamics CRM 2016 by Deepesh Somani

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Scenario

The teacher of a class wishes to capture some key information for any person registering in the management system. If the person is registering as a student, the teacher would wish to capture their performance in the final year exams that they attended in their previous school. Otherwise, if they are registering as a parent, the teacher would like to capture their current professional details.

Let's see how we can design the process.

As discussed earlier, we are using Dynamics CRM's out-of-box Contact entity to represent students, parents, and teachers. Therefore, the process being discussed will need to be set up on the Contact entity:

Business Process Flow scenario 1

Let's look at how we can achieve the requirements:

  1. In the first ...

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