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

Process Center


The Process Center area allows us to get the configured Business Processes in our Organization. We can filter and sort the view as needed to find the process we need to verify. The status is also presented on this view. A process must be activated to participate in processing, and must be put in Draft while modifying it. Options to Activate and Deactivate are presented on the ribbon.

We can create new processes from here. Processes include Business Process Flows, Workflows, Dialogs or Actions. These were all described in detail in Chapter 4, Building Better Business Functionality:

If the set of predefined Business Processes were added from Data Management in the Add Ready-to-Use Business Processes, they will also be available to activate or deactivate from the Process Center. These processes are not editable though. If you want to make modifications, you must disable the original process, save it as a new process, and then you can start modifying it. Once done, re-activate the...