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

Office Delve recommendations


Office Delve is part of Office 365, and it allows us to surface personalized content from Office 365 based on the items you are working on, the people you are collaborating with, and filter all based on the permissions you have in the organization.

This tool is one of the more productive applications when used by the entire organization. Based on Office Graph, it allows a user to find the most relevant content in the smallest amount of time.

In order to take advantage of these features, the new Interactive Service Hub allows us to create dashboards in Microsoft Dynamics CRM to surface this same content. This way, a user working on this platform does not have to leave the screen to go to another application; he/she can find the information needed directly from within CRM.

The following items are required to enable Delve integration with Dynamics CRM:

  • Microsoft Dynamics CRM Online

  • Office 365 Subscription

  • SharePoint Online with at least one SharePoint site

  • Server-Based...