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

Components of Solution


Solutions are comprised of a few core components. These components are created using the customization tools available or the APIs provided. These components are part of the following application:

  • Solution Schemes are definitions of system entities, attributes, and relationships. They also include definition of Global Option Sets.

  • User Interface Elements are items such as the Application Ribbon, the Site Map, Entity Ribbons, the definition of Entity Forms as well as web resources.

  • Analytics elements include things such as Graphs, Dashboards, and Reports.

  • Templates are definitions used for Mail-Merge, E-mails, Contracts, and Knowledge Base Articles.

  • Security Model definitions include the various Security Roles as well as the definition of Field Level Security profiles.

  • Processes and Code elements include the definition of Processes as well as custom code elements. We will not cover custom code elements in this book, but we will have a look at the various Process types...