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

Messages


Messages are customizable snippets of text that appear throughout the entity form. By default, there is a set of predefined messages, and they can be edited and replaced as needed.

Do not confuse Messages with the plugin execution messages. That is a development topic, completely different from what we cover in this book.

A standard Messages configuration window looks like this:

All messages that are being changed from the default must be published before they become visible to all users.

The view presents Default Display String, Custom Display String, which is the string we have modified, and Published Display String. The Published Display String can be different from the Custom Display String if we have modified a message several times, and the latest change is not yet published.

When working with multiple languages, only the base language messages can be modified through this interface. For additional languages, you can export the base language messages, translate them, and then reimport...