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

OneNote Integration


OneNote integration has been added with Dynamics CRM 2015 Update 1 to support a more in-depth way to collect and organize notes on records enabled for this functionality. This integration is based on and requires SharePoint integration to be already configured in your Organization. The OneNote file will be created and stored in a SharePoint document location assigned to the respective record:

  1. To enable OneNote, once you have SharePoint configured as described in Chapter 3, Dynamics CRM Customization, in the section Working with Documents, navigate to Settings | Document Management. Since we already have SharePoint configured, your screen will look like the following screenshot:

  2. Here, select OneNote Integration. You are prompted to select the entities where the OneNote functionality is enabled, as shown in the following screenshot:

    Tip

    Be aware that only entities that are configured for SharePoint document management can support OneNote integration. If one of the entities...