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

Microsoft Dynamics Marketing Integration


Another product in the Dynamics family, Microsoft Dynamics Marketing is a dedicated marketing solution for planning and execution of marketing operations, as well as analytics of marketing performance.

This is a separate product on its own, but can be easily integrated to live side-by-side with Microsoft Dynamics CRM. This integration brings the ability to share resources, capture and surface marketing campaign results, as well as enhance the analytics data surfaced through the Microsoft Dynamics CRM platform.

With an enhanced graphical designer interface for workflows, this tool makes the process of designing and monitoring campaigns much easier. Sales pipeline analytics, along with lead management and scoring, are getting a major boost by integrating this solution with Microsoft Dynamics CRM rather than using the simplistic marketing functionality already built on the platform. For extended marketing needs, this product offers enhanced functionality...