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

Dynamics CRM for Outlook


Microsoft Dynamics CRM has been available to be used through the familiar Outlook interface for several versions now. This provides users the ability to work from a familiar application, and have direct access to the platform while taking advantage of functionality such as direct tracking of e-mails, synchronization of tasks and events, and so on.

This functionality is made available across all recent versions. Various clients are provided with each release, containing various enhancements and performance optimization.

When upgrading the Organization to a new version, make sure you plan to upgrade Dynamics CRM for Outlook clients. You will thus take advantage of all enhancements brought forward by the new versions.

In order to connect Outlook to Microsoft Dynamics CRM, you must install an add-on for Outlook. This installer is available for download from the Microsoft's site:

https://www.microsoft.com/en-US/download/details.aspx?id=50370

Select the appropriate client...