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

Summary


Throughout this chapter, we looked at some of the most important elements comprising the Microsoft Dynamics CRM platform. We have reviewed the three standard modules structuring the default Dynamics CRM platform: Sales, Service, and Marketing. We also looked at the major components of these modules, and how they relate to a specific module or work across multiple modules. We also looked at entities, what an entity is in the context of Dynamics CRM, and we reviewed Dashboards, Reports, and the default Navigation through the application. At this point, we should have an understanding of how everything ties together, and what to look for when we need to customize the system.

The next chapter will take you through some of the most common elements comprising an entity, the available customization options as well as working with existing and new entities.