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

An Enhanced Search Functionality


Search has been at the core of this platform from the early days. It has evolved with the platform, and today it provides extensive features that greatly enhance the user experience and usability.

There are various ways to search in Microsoft Dynamics CRM 2016. They are as follows:

  • Searching in a view

  • Searching across the entire Organization

  • Advanced Find

  • Search using voice on mobile

Each one presents a different set of data, and each one has its best scenario to be used. Let's look at each one individually and see what their strengths are.

Note

For all searches, the results are returned based on the fields we have already defined as searchable. For any data in fields not marked as searchable, no match will be identified.

Searching in a View

One of the simplest ways to search in Microsoft Dynamics CRM is to search in a view. This is available from any entity view, and is presented in the top-right side of the view, as shown in the following screenshot:

The search box...