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

Administration


The Administration area is found under Settings and then System. Here we are presented with the general system settings for the Organization:

As you can see if you have worked with previous versions of the product, the options have been reorganized and streamlined. The Administration section now includes only organization administrative items, while all the configurations related to security and other items have been moved and relocated to their own respective areas.

Let's look at each option individually and see what they do.

The Announcements area allows us to define Organization-wide announcements. This can be used for notifications that all system users should receive. When defining an announcement, we must provide a title and a body containing the announcement details. We can additionally provide a URL that links to additional details or an external source, as well as an expiration date for when the announcement becomes irrelevant and should be removed.

This is a feature...