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

Auditing


Dynamics CRM allows extensive auditing down to the field level. This can be enabled on any organization. Careful attention should be given to how much we need to audit, as this can have a negative impact on both performance and data storage. The more you audit, the more space you will require for the audit logs:

In the Audit area we have options to globally enable or disable auditing, configure auditing at the entity and field level, and manage and review the audit logs.

Global Audit Settings is where we can enable or disable auditing and configure auditing for the main modules in the system. This takes us back to System Settings, which we have reviewed earlier in this chapter.

The Entity and Field Audit Settings area takes us to the configuration of the Default Solution. Here we can go to each entity and manage auditing settings.

The Audit Summary View presents the audit log in a way that allows us to sort and filter in order to easily retrieve the specific records we are looking...