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

Templates


The Templates section of Settings allows us to define standard templates for knowledge base articles, templates for e-mail messages, contract templates, and mail merge templates.

The Article Templates section allows us, through a wizard-based interface, to create simplistic templates for knowledge base articles. We can create various sections within a template, and we have limited options to modify the text properties.

Note

An article template must be activated before it can be used to generate new knowledge base articles.

The Email Templates area allows us to define specific dynamic templates to be used when e-mailing from the system. These templates can include dynamic data from the related records, as well as standard formatting supported by the most common e-mail clients.

Dynamics CRM already comes with a set of predefined e-mail templates. You can modify these, remove them, or create new ones as needed.

The Contract Templates area allows us to manage and create templates defining...