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

Insight by InsideView


Microsoft Dynamics Insight is an add-on provided by Microsoft and powered by InsideView. It is included with Microsoft Dynamics CRM Online with a Professional license, and available as an add-on for Dynamics CRM On-Premise.

Insight is the equivalent of the InsideView for Sales Professionals edition. The functionality is made available in Dynamics CRM through integration with the InsideView platform. This package is available for Dynamics CRM version 4.0 or newer, and is available for both On-Premise and Online.

Insight is a data enriching tool that allows users of Dynamics CRM to validate and enhance their data, as well as generate new leads and close more opportunities.

Once configured, the Insight solution presents data within Dynamics CRM on the Account, Lead, Contact, and Opportunity entities in an iFrame on the actual record form. This makes it easy for users to get access to all the additional data provided by the solution.

Installation and Configuration

Depending...