Book Image

Mastering Microsoft Dynamics CRM 2016

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics CRM 2016

By: Deepesh Somani

Overview of this book

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Table of Contents (20 chapters)
Title Page
Credits
About the Author
Acknowledgment
About the Reviewer
www.PacktPub.com
Customer Feedback
Preface

Entities in Dynamics CRM


Dynamics CRM provides various revenue management and goal management processes, which can be easily customized to suit the business process of an organization. The following are the entities provided by Dynamics CRM:

  • Lead, Contact, and Account: These entities are already listed as part of the Marketing module. They represent the same business actors in the Sales module as in the Marketing module.
  • Opportunity: This represents an interaction with a lead that may be converted into a revenue-generating avenue for the organization.
  • Competitors: These represent third-party organizations that are competing with the organization for the services required by the customer.
  • Product: This may represent a resource, service, or item offered by the organization for the services of the client.
  • Product unit: This represents the possible unit of groups in which the product is available.
  • Price list: This identifies the price that the organization charges the client for its products. Dynamics...