Book Image

Microsoft Dynamics CRM Customization Essentials

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM Customization Essentials

By: Nicolae Tarla

Overview of this book

<p>Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.</p> <p>Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.</p>

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Microsoft Dynamics CRM Customization Essentials
Nicolae Tarla
Dec, 2014 | 238 pages
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Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Microsoft Dynamics CRM Customization Essentials
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Getting Started
Getting Started
Dynamics CRM
Prerequisites to customize Dynamics CRM
Setting up Dynamics CRM
Opening a free 30-day trial of Dynamics CRM Online
Integrating Dynamics CRM Online with Outlook
Summary
2
Dynamics CRM Application Structure
Dynamics CRM Application Structure
Dynamics CRM core elements
The Dynamics CRM modules
Extensibility options
Application navigation
Summary
3
Customizing Entities
Customizing Entities
Solutions
Entity elements
Business versus custom entities
Extending entities
Entity forms
Customizing forms
Entity relationships
Entity views and charts
Messages
Business rules
Summary
4
Business Processes
Business Processes
Processes
Dialogs
Workflows
Real-time workflows
Actions
Business rules
Business process flows
Summary
5
Social Features in Microsoft Dynamics CRM
Social Features in Microsoft Dynamics CRM
Social Pane
Microsoft Social Listening
Microsoft Dynamics CRM Insight by InsideView
Yammer
Summary
6
Dynamics CRM Administration
Dynamics CRM Administration
The concepts of Dynamics CRM administration
The SETTINGS area
Business management
Service management
Templates
Product catalog
Administration
Security
Data Management
Monitoring system jobs
Document Management
Auditing
Email configuration
Configuring activity feeds
Process center
The customization area
Summary
Index
Index

The Dynamics CRM modules

While Microsoft used to market Dynamics CRM as a platform under the Extended Relationship Management (xRM) term, and is encouraging partners that extend it to cover various aspects of businesses, the product by default includes three major modules, namely sales, marketing, and service as mentioned before.

At the time of this writing, the platform is of version 2015. It has greatly evolved over the years and is currently one of the top five players in the market. Gartner, one of the top market analysts, places Microsoft Dynamics CRM in the leaders quadrant, with both their online and on-premise offerings in both Sales Force Automation (SFA) and customer engagement center categories.

With this evolution, all the standard modules have been revamped and new functionality has been added. Currently, these modules can function either independently or in conjunction with each other in Dynamics CRM, sharing data and providing full visibility to customers across all modules...

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