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

Social Pane


Social Pane in Microsoft Dynamics CRM is the place where you can see all business interactions related to a particular record. It also shows the activity feed with record related activities, posts, Yammer if integrated, and notes with document attachments. New tabs have been added along the various versions. Yammer was a later addition supported with the Yammer integration, while the Notes tab has been enhanced around the 2013 version. Now with the newer version, the OneNote integration finds its place as part of Social Pane.

What it is, where it is, and how it works

The Social Pane was introduced on the Microsoft Dynamics CRM platform in version 2011. It made its debut with the December 2012 update (Polaris) to Dynamics CRM Online, and was introduced at the time on Leads, Opportunities, and Case. The purpose is to enhance business interactions and allow a user to review and create social posts directly at the record level. Posts can be either user-created, or automatically generated...