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

Excel Enhanced Integration


The tight integration with the Office suite of applications has always been one of the strengths of this platform. Each new version built on top of existing features, adding new ways to interact, bringing the tools closer to the platform, and making the platform into a core service for the client applications.

With Microsoft Dynamics CRM 2016, the Excel integration has been greatly enhanced furthermore. While we had the ability to export data to Excel for further analysis, and to have the data ready for reimport in a blink of an eye, with the tight integration with Office 365, now client applications can be substituted by the online versions. For details on the online apps, see the main Office landing page at https://www.office.com/.

With these capabilities, now we can render Excel data directly in a record in Microsoft Dynamics CRM. When working with Excel, instead of spending time and clicks switching between applications, a system user can stay on the same record...