Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Application navigation


User experience has evolved a lot with each new version of Dynamics CRM. This continues with the release of Dynamics CRM 2015, where the navigation was again redesigned based on user feedback. In line with the Windows 8 tiled interface, the navigation has been enhanced to present the user with options to get to data with less clicks, and to flatten the interface. As part of this process, now navigation is less obtrusive, takes less screen real estate, and is more dynamic. The sub-layers of navigation have been restructured to minimize the amount of scrolling. As such, new groups have been created and present options vertically as smaller tiles.

The default navigation is presented as such:

The navigation remains highly customizable, and the logical modules are clearly presented. This navigation can easily be changed to add new modules, remove existing ones, and rearrange items.

The application ribbons have also been redesigned, with a similar horizontal display at the...