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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

Chapter 4. Building Better Business Functionality

In the previous chapter, we looked at the basics of working with entities in Dynamics CRM and the essentials of customizing these entities. Now it's time to look at how the Dynamics CRM platform impacts our business, and how can we tailor it to fit most of, if not all, our business needs.

In this chapter, we will be looking at the following topics:

  • What are Processes?
  • Types of Processes
  • Dialogs
  • Workflows
  • Real Time Workflows
  • Business Rules
  • The Business Process Flow
  • Excel Enhanced Integration
  • Automated Document Generation Templates
  • The Mobile and Task Based Experience
  • Dynamics CRM for Outlook
  • The Dynamics CRM App for Outlook
  • An Enhanced Search Functionality

We'll be looking at how to work with each of the elements comprising the Sales, Service, and Marketing modules. We will go through the customization options, and how we can extend the system to fit new business requirements. We'll also have a peek at the mobile experience, as...

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