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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 5. Dynamics CRM – Additional Features

In the previous chapter we looked at business processes, and how business affects the behavior of the platform. We looked at how to map and enforce business rules on the platform, and how to customize the system by creating guided paths for users, thus making sure the platform works with the user. Some of the new features and integration points were also highlighted.

In this chapter we will look at the following topics:

  • Social Pane
  • Office 365 Features and Integration
  • OneNote Integration
  • Interactive Service Hub
  • Enhanced Knowledge Management
  • Office Delve Recommendations
  • Field Service Capabilities
  • Voice of the Customer
  • Insight by InsideView
  • Yammer
  • Web API
  • Microsoft Social Listening Integration
  • Microsoft Dynamics Marketing Integration
  • Power BI and Dynamics CRM

We'll be looking at both the internal and external inner workings of the platform. We dive first into the internal social aspects of the platform, then at external sources integrated...

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