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 3. Dynamics CRM Customization

In Chapter 2, Dynamics CRM Application Structure, we looked at the basic structure of Dynamics CRM, the modules comprising the application, and what each of these modules contains. Now, we'll delve deeper into the application, and look at how we can customize it.

In this chapter, we will look at the following topics:

  • The Solution Package

  • Entity Elements

  • Business versus Custom entities

  • Extending entities

  • Record Images

  • Entity Forms, Quick View, and Quick Create Forms

  • Entity Views and Charts

  • Entity Relationships

  • Messages

  • Composite Fields

  • SLA's and the Timer Control

  • Working with Documents

We'll look at how to work with each of the elements comprising the Sales, Service, and Marketing modules. We will go thought the customization options, and see how we can extend the system to fit new business requirements.