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

Solution Package


When talking about customizations for Microsoft Dynamics CRM, one of the most important concepts is the solution package. The solution package is a container of all customizations. This packaging method allows customizers to export customizations, and reimport them into other environments, as well as group-specific sets of customizations by business functionality or project cycle. Managing solutions is an aspect that should not be taken lightly, as down the line, a properly designed solution packaging model can help a lot or create difficulties.

As mentioned before, solutions are used to pack a set of features together. They are used to extend the core functionality of the platform through grouped sets of features.

Solutions that contain only Dynamics CRM-specific configuration or features can be imported directly into Dynamics CRM using the default solution management framework and the interface provided. For complex solutions that contain both Dynamics CRM Solution Components...