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

What are Processes?


In the context of Dynamics CRM, Processes are a generic category that cover a few functional features all grouped together. A process is any type of automation introduced as part of customizing the system, and it involves multiple actions grouped together. As such, some examples of processes supported by the platform include Dialogs, Workflows, Actions, and Business Process Flows.

In the context of customizing Dynamics CRM, processes are created and grouped as part of one or more solutions. Within the solution, processes are listed as a separate category, and are accessible on their own configuration tab.

Working within a solution, we can add new or existing processes, remove processes, or completely delete them. Other options include the Activation and Deactivation of a process. Any process, in order to be available to users, must be activated. While a process is active, it cannot be removed and/or deleted.

When working with a large number of processes customized in a solution...