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

Service Management


The Service Management administration area has been introduced with Dynamics CRM 2013 Service Pack 1, and has received a slight reorganization with each subsequent version. In Microsoft Dynamics CRM 2016, the Knowledge Base Management was added here also. It groups together settings around the service module and defines the following functional groupings:

  • Case Settings with Record Creation and Update Rules

  • Service Terms

  • Knowledge Base Management

  • Templates

  • Service Scheduling

Case Settings with Record Creation and Update Rules

The Case Settings area groups configuration elements around the case creation and routing processes available. This area is particularly useful in grouping and categorizing rules around Case processing.

The first option in this grouping, the Queues, allows us to view and manage the system queues. We can see a listing of the system queues by selecting the All Queues view, as well as manage the membership of private queues.

The Routing Rule Sets is...