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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

Dialogs

One of the common processes customizable in Dynamics CRM is the Dialog. A dialog is a type of process used to create an interactive data entry form that guides the user step-by-step through a scenario. This process relies on continuous user interaction, and requires user input to run through to completion.

A dialog presents the user with an interface similar to a wizard. The user can make appropriate selection at each step of the dialog, and progress through all the steps to completion. A dialog can be used for data capture, as well as for guiding the user through a predefined scenario. It can include branching logic based on user input, thus allowing us to handle more complex business scenarios. This can be very helpful in call center scenarios, where, based on specific customer responses, a path can be automatically selected to guide the service representative to the best solution.

A dialog is usually launched by the user, or it can be customized to be triggered by an action on...

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