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

Interactive Service Hub


New with Microsoft Dynamics CRM 2016 is the Interactive Service Hub. It was designed with a simplified interface based on the tablet and mobile application. This service hub is specifically built around the functionality used mostly by customer service representatives.

The design revolves around functional requirements and ease of access to information. The functionality around the Service tab is brought forward, with access to Accounts, Contacts, Cases, and a few other entities, along with specifically designed interactive dashboard for Tiers 1 and 2 of customer service:

Tier 1 Dashboard brings an interactive experience, which allows a customer service representative to interact with the various elements directly on the dashboard. Various Streams present grouped information in vertical columns on the dashboard. Data in Streams is aggregated from views or queues.

The Streams comprise multiple Tiles which present various record specific data. Tiles can be expanded to...