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

Enhanced Knowledge Management


Added with the Interactive Service Hub presented above, the Knowledge Management section has been completely revamped. This version gets us closer to an actual CMS functionality, where we can now create complex articles with various formatting possibilities and images. Furthermore, an enhanced knowledge management process has been added to handle the publishing and approval process.

As one of the most important aspects of customer service, knowledge management gets a boost with Microsoft Dynamics CRM 2016. Rich content authoring enhancements now allow copy and paste from other formatting applications such as Microsoft Office Word, as well as support for source code and HTML editing. This greatly enhances the capabilities of formatting articles. Along with formatting, we now finally have the ability to embed images and videos in our knowledge-based articles. Along with formatting, we can now create visually appealing articles that look just like a well-designed...