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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
3.2 (6)
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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization

3.2 (6)
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 (8 chapters)
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7
Index

Chapter 2. The Dynamics CRM Application Structure

In the previous chapter, we described how to get a Dynamics CRM Online environment up and running, configure your Outlook to integrate with this environment, and add an Office 365 E3 Trial. With this environment available now, we can start to look at some of the components of this system. We will investigate the modules that are, as default, a part of Microsoft Dynamics CRM, and the features of each of these modules.

This chapter is structured around four main categories. They are:

  • The Dynamics CRM modules
  • Dynamics CRM application elements
  • The extensibility options
  • Application Navigation

Microsoft Dynamics CRM is Microsoft's platform for Customer Relationship Management. This system allows a company to manage interactions with current and future potential customers. Usually, a CRM system is part of a bigger picture, involving customer service, customer experience, customer retention, and other aspects. The CRM platform fits into...

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