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

Chapter 1. Getting Started

The Customer Relationship Management (CRM) market has seen a huge uptake in the last few years. Some of the drivers for this market are the need to enhance customer experience, provide faster and better services, and adapting to the customer's growing digital presence. CRM systems, in general, are taking a central place in the new organizational initiatives.

Dynamics CRM is Microsoft's response to a growing trend. The newest version is Dynamics CRM 2016. It is being offered in a variety of deployment scenarios. From the standard on-premise deployment to a private cloud, or an online cloud offering from Microsoft, the choice depends on each customer, their type of project, and a large number of requirements, policies, and legal restrictions.

In this chapter, we'll first look at the environment we need to complete the examples presented in the book. We will create a new environment, based on a Microsoft Dynamics CRM Online trial. This approach will give us 30-day trial to experiment with an environment for free.

The following topics will be covered in this chapter:

  • Introducing Dynamics CRM

  • Dynamics CRM's features

  • Deployment models

  • Global datacenter locations

  • Customization requirements

  • Getting setup