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

Data Management


The Data Management section is found under Settings | System. It is here that we configure Duplicate Detection rules and jobs, do bulk record deletion, manage mapping of imported data, as well as manage import jobs. We can also load or remove the sample data for development environments from here:

Working with Data

The Duplicate Detection Settings area allows us to enable or disable duplicate detection, and has options for some of the most common scenarios when duplicate detection should run. We can check for duplicates on record create and update, on Outlook, going offline and back online, as well as during data import.

In the Duplicate Detection Rules area, we have the ability to enable some of the out of the box rules provided, or create new rules and update existing ones. For a rule to be active, it must be published. When editing rules, you must have unpublished the rule first, make the necessary modifications, and then publish the rule again to make it available to all...