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>
Table of Contents (13 chapters)
Microsoft Dynamics CRM Customization Essentials
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Chapter 5. Social Features in Microsoft Dynamics CRM

In the previous chapter, we took a look at business processes and how a business affects the behavior of the Dynamic CRM platform. We looked at how to map and enforce business rules on the platform and how to customize the system by creating guided paths for users, thus making sure that the platform works with the user.

In this chapter, we will cover the following topics:

  • Social Pane

  • Microsoft Social Listening

  • Insight by InsideView

  • Yammer

We'll take a look at both the internal and external workings of the platform. We will first dive into the internal social aspects of the platform and then we will take a look at the external sources integrated into Dynamics CRM. We are also going to look at the analytics options available with the platform.