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

SLAs and the Timer Control


SLA stands for Service Level Agreement. This functionality in Dynamics CRM allows us to define the level of support and commit to respect this agreement. SLAs also allow us to track performance for client services in accordance with set expectations. We have the ability to define measurable metrics to push to the service team's timely warnings with regards to various support scenarios.

In Dynamics CRM, SLAs work in conjunction with entitlements if need be. Alternatively, SLAs can be defined across an organization. When used with entitlements, we define various levels of entitlements for groups of customers. These entitlements define the related SLAs, and all service and interactions with these customers are regulated through these new SLAs.

One simple example is to define company XYZ Inc. as a Gold level customer. Our Gold level customers receive special treatment. Their inquiries and requests must be fully addressed within a time frame of 24 hours. Thus, XYZ Inc...