Book description
Use a no-code approach to create powerful business solutions using Dynamics CRM 2016
About This Book
Latest guide on customizing your system using various features in Dynamics CRM 2016;
Highly practical, example-rich guide that gives you power to bend Dynamics CRM to maximize profits in your organization;
A no-code guide that is easy to follow for even non-programmers
Who This Book Is For
If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software
What You Will Learn
Configure Outlook to integrate with your Dynamics CRM online instance
Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation
Find out how to use different entity views in order to get a 360-degree view of customer data
Map modern business processes to the platform to enhance the user experience
Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows
Use internal and external social data to enhance the user's ability to make the right decisions
Dive into generic administration options such as managing configuration and customization to become a power user
In Detail
Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization.
This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business.
You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Style and approach
Microsoft Dynamics CRM is a Microsoft solution for various needs of customer relationship management and is already equipped to be flexible to some extent as per the needs of the business. With Microsoft Dynamics CRM 2016, many new features for Social, marketing, sales, integration with other tools are added. These features add many dimensions to customization. This book will not only showcase how CRM can be customized but will also be a guide on how latest advancements in Dynamics CRM 2016 can be used for the benefit of your business.
Table of contents
-
Microsoft Dynamics CRM 2016 Customization Second Edition
- Table of Contents
- Microsoft Dynamics CRM 2016 Customization Second Edition
- Credits
- About the Author
- About the Reviewer
- www.PacktPub.com
- Preface
-
1. Getting Started
- Introducing Dynamics CRM
- Global Data Center Locations for Dynamics CRM Online
- Advantages of Choosing Dynamics CRM Online
- What do you need to customize Dynamics CRM?
- Steps to Setting up an Environment
- Integrating Dynamics CRM Online with Outlook
- Configure a domain name for your environment
- Integrating with Office 365 E3 trial services
- Summary
-
2. The Dynamics CRM Application Structure
- Dynamics CRM modules
- Dynamics CRM application elements
- The Extensibility options
- Application navigation
- Summary
-
3. Dynamics CRM Customization
- Solution Package
- Components of Solution
- Types of Solution
- Entity Elements
- Business versus Custom Entities
- Extending Entities
- Record Images
- Entity Forms, Quick View, and Quick Create Forms
- Customizing Forms
- Entity Views and Charts
- Entity Relationships
- Messages
- Composite fields
- Calculated Fields
- Rollup fields
- SLAs and the Timer Control
- Working with Documents
- Office Graph Integration
- Geolocation
- Summary
-
4. Building Better Business Functionality
- What are Processes?
- Dialogs
- Workflows
- Real-time Workflows
- Actions
- Quick View and Quick Create Forms
- Business Rules
- Business Process Flows
- Excel Enhanced Integration
- Document Templates
- Automated Document Generation Templates
- Mobile and Task-based Experience
- Dynamics CRM for Outlook
- Dynamics CRM App for Outlook
- An Enhanced Search Functionality
- Summary
-
5. Dynamics CRM – Additional Features
- Social Pane
- Office 365 Features and Integration
- OneNote Integration
- Interactive Service Hub
- Enhanced Knowledge Management
- Office Delve recommendations
- Field Service Capabilities
- Adxstudio Portals
- Voice of the Customer
- Insight by InsideView
- Yammer
- Web API
- Microsoft Social Listening Integration
- Microsoft Dynamics Marketing Integration
- Power BI and Dynamics CRM
- Summary
-
6. Dynamics CRM Administration
- Administration Concepts
- The Settings Area
- Business Management
- Service Management
- Templates
- Product Catalog
- Administration
- Security
- Data Management
- Monitoring System Jobs
- Document Management
- Auditing
- E-mail configuration
- Configuring Activity Feeds
- CRM App for Outlook
- Process Center
- Working with Business Units
- Defining Security Roles
- Managing Users and Teams
- Mobile Experience
- Cortana for CRM
- Summary
- Index
Product information
- Title: Microsoft Dynamics CRM 2016 Customization - Second Edition
- Author(s):
- Release date: May 2016
- Publisher(s): Packt Publishing
- ISBN: 9781785881510
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