In the previous chapter, we described how to get a Dynamics CRM Online environment up and running, and how to configure your Outlook to integrate with this environment. With this environment available to us, we can start looking at some of the components of this system. We will be investigating the modules that come as standard parts of Microsoft Dynamics CRM and the features of each of these modules.
This chapter is structured into four main categories. They are as follows:
The Dynamics CRM modules
The Dynamics CRM application elements
The extensibility options
Application navigation
Microsoft Dynamics CRM is Microsoft's platform for customer relationship management. This system allows a company to manage interactions with past, current, and future customers. Usually, a CRM system is a part of a bigger picture, involving customer service, customer experience, customer retention, and other aspects. The CRM platform fits in this puzzle as a software...