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 Process Flows


Starting with Dynamics CRM 2013, Microsoft introduced Business Process Flows. They are a feature similar in design to other processes, but provide very different capabilities to the system. Business Process Flows provide users with a visual way to guide a system user through a predefined business process to get work done. The user experience is greatly enhanced and streamlined. They provide visual guidance through a predefined business process, highlighting the user interaction with the system, and defining the steps and the requirements at each step in order for a user to complete a process. These processes can easily be customized through a wizard-based, no-code approach. They also allow a user the ability to select the process type to be used when performing an activity.

Business Process Flows are used to define a process and the required steps for users to take to achieve a desired outcome. Each step is visually indicated through graphical representation on the...