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

Office 365 Features and Integration


With the growing popularity of cloud services and Dynamics CRM Online, Office 365 has become a component that is necessary for a lot of functionality. Starting with the enhanced analytics functionality provided through Power BI, along with the real-time, anywhere collaboration features available with Office Online, the teams using the Dynamics CRM platform become more effective and efficient every day.

The familiarity of the Office suite of tools is what drives this adoption. A large majority of enterprise customers are already familiar with these tools, which makes for an easier adoption of the platform. Access to the sales, service, and marketing tools is now available through these products, anywhere, from a large variety of devices.

Some of these service integrations have been covered in previous chapters. In Chapter 3, Dynamics CRM Customization we have looked at the section Working with documents. This section covered the integration with SharePoint...