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 App for Outlook


In its stride to reach out to salespeople across various platforms and devices, Microsoft has recognized that the desktop Outlook application is not the only medium in which they retrieve their e-mails anymore. Key capabilities have been added starting with Microsoft Dynamics CRM 2016 Online to allow users to interact in a similar manner from both Outlook on the desktop as well as mobile browsers. Contextual information has now surfaced using the CRM App for Outlook directly into the user's inbox.

The CRM App for Outlook makes it easy to manage contacts and track e-mails directly from within the message interface.

Note

Currently, this feature supports the Internet Explorer and Chrome browsers, with support for Firefox, Safari for Mac, and Outlook for Mac coming soon.

The most important features of the CRM App for Outlook include:

  • Access CRM data from within your inbox

  • Track e-mails from within a browser

  • Link e-mails to an existing CRM record

  • Convert e-mails into a new...