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

Summary


Throughout this chapter, we looked at the various social platforms either built on the Dynamics CRM platform or providing integration to it. From internal social integration to using the Social Pane to using the MSL platform in an integrated manner to the external integration, achieved by bringing insight into Dynamics CRM, and finally through using Yammer in a more dynamic way, we have a large variety of social interactions available on the platform.

In the next chapter, we will take a look at the administration aspect of the platform. You will be introduced to the basic administrative concepts of the platform, take a quick tour of the administration interface, and analyze the section that an administrator is expected to use on a day-to-day basis.