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

Business Management


The Business Management area is the place where we can handle most of the initial system configuration, as well as manage common aspects of the system. In here we can configure the Fiscal Year Settings. The Fiscal year is a setting usually configured at the system creation. Rarely in the life of a businessThe Fiscal year changes.

In this area we configure The Fiscal year start date and the period, as well as formatting options for display throughout the system.

Chances are that, once you've initially configured these settings, you might not have to touch it again for a very long time, if ever:

The Business Closures section allows us to define in the system the standard holidays for each year, as well as certain company specific closures. Usually these settings are configured at the beginning of a year. These settings work in conjunction with the Service module, and integrate into scheduling activities.

Once the business closures are configured, we have the ability to export...