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

Summary


Throughout this chapter, we looked at the main component of the three system modules, the entity. We have defined what an entity is, and we have looked at what an entity is comprised of. Then, we looked at each of the components in detail, and we discussed ways in which we can customize the entities, and we can extend the system. We have investigated ways to visually represent the data related to entities, and how to relate entities for data integrity. We have also looked at various new field types, such as rollup and calculated fields, which now reduce the amount and effort of customization to simple Excel-like configurations. We've seen the SLA functionality, and we've looked at various available document management options, and trending analysis. We closed this chapter with a quick look at enabling the out of the box geolocation features.

The next chapter will take you into the business aspect of the Dynamics CRM platform, with an in-depth look at all the available business processes...