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

Working with Documents


Document management has been a feature available with the Dynamics CRM platform for a very long time—one of the first iterations dealt with storing documents directly into the Dynamics CRM database. This is still available, as we can add various document types to a Notes field. While this is available out of the box, and relatively easy to use, there are various drawbacks to making this the default document management strategy. As a matter of fact, this approach should probably be discouraged as much as possible.

Notes, once enabled on an entity, is behind the scenes as a reference to an entity called Annotation. This entity stores the file attachment along with note details and a reference back to the entity that the attached document is referenced to. For some of the out of the box entities Notes is enabled by default, but for all new custom entities this must be enabled as needed.

In order to enable Notes on an entity, navigate to the entity configuration, and find...