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

Business versus Custom Entities


As mentioned previously, there are two types of customizable entities in Dynamics CRM. They are Business entities and Custom entities. Business entities are customizable entities that are created by Microsoft and come as part of the default solution package. They are part of the three modules: Sales, Service, and Marketing. Custom entities are all the new entities that are being created as part of the customization and extending process.

Business Entities

Business entities are part of the default customization provided with the application by Microsoft. They are either grouped into one of the three modules of functionality, or spread across all three. Examples of Business entities include, but are not limited to: Account, Contact, Lead, Opportunity, Case, and so on.

Most of the properties of Business entities are customizable in Dynamics CRM. There are though certain items that are not customizable across these entities. These are in general the same type of...