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

Mobile and Task-based Experience


The mobile experience has seen great improvements with each new version of Microsoft Dynamics CRM. Starting with a very simplistic and trimmed-down mobile page, the mobility functions have evolved to a full-blown and very usable alternative to using the platform. We now have support for all mobile platforms, both tablets and smart phone. Furthermore, the user experience is similar on all mobile devices, no matter the platform. The application is configured once, and when deployed, presents the same functionality everywhere.

Starting with Microsoft Dynamics CRM 2016, users of the mobile apps now also have full offline capabilities. This feature is available to Microsoft Dynamics CRM Online users on an Enterprise license or Professional license where more than 30 users are part of the Organization. For all other license models, offline cache mode and drafts will be available. This is the functionality that was made available with the previous version, and enables...