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  • Book Overview & Buying Microsoft Dynamics CRM 2016 Customization
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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
3.2 (6)
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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization

3.2 (6)
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 (8 chapters)
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7
Index

Entity Views and Charts


Entity Views are saved queries against system data. These queries apply filters to present subsets of data as needed. The views also contain formatting details regarding how the data will be displayed, the columns, and their order. Views can be defined programmatically or in XML. When using XML, the views can be exported, modified, and reimported into Dynamics CRM. You can export an entity using an unmanaged solution, modify the entity properties in the XML definition file and then repackage and reimport the solution into your organization.

An Entity View is a saved query available globally throughout the organization. Each entity can have multiple views, with various filter conditions and formatting.

Each entity can have various types of views. They can serve various purposes, and include the following: Advanced Find Views, Associated Views, Lookup Views, Public Views, and Quick Find Views. Also, each entity will have one Default Public View.

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