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

What do you need to customize Dynamics CRM?


First and foremost, in order to follow through with the information presented in this book, you will need an instance of Dynamics CRM Online. The following sections will describe in detail how to obtain a 30-day trial instance.

In addition, in order to subscribe to a 30-day trial, you will need a Microsoft account (formerly called Live account). You can obtain one by going to https://signup.live.com/.

The Create an account page presents you with a signup form. In the User name area, make sure to click on the Get a new email address link to have a new address created, as shown in the following screenshot:

At the time of writing, you have a choice to select between www.outlook.com and www.hotmail.com for your newly created e-mail address. The selected username is validated, as it must be unique.

Once your account is created, you are logged into your new account and can see the welcome e-mail. At this point, you can use this account to create your 30-day trial for Dynamics CRM Online.

Note

If you do have an existing Microsoft account, you do not need to create a new one. You can create multiple trials for both Dynamics CRM Online and Office 365.