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

Field Service Capabilities


After the acquisition of FieldOne by Microsoft, the solution became available to be installed on a new instance of Dynamics CRM Online 2015, Update 1 or newer.

FieldOne Sky is an intelligent field service management solution. Its functionality revolves around enhanced management and scheduling for work orders. The scheduling engine is the highlight of this solution, where we are presented with three types of actions:

  • Manual scheduling

  • Schedule assistant

  • Automated routing scheduling

The friendliness of the UI and the ability to provide drag and drop on a scheduling board makes using this product very easy and intuitive. Coupled with a powerful backend engine to validate and recalculate schedules, this is an ideal solution for field service. Add to that extensive support for mobile, and you have a complete end to end package for managing resources in the field.

The amount of business insight that can be gained using this solution is of great value. Starting with a real...