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

Voice of the Customer


Another new feature added to Dynamics CRM 2016 is Voice of the Customer. This provides us the ability to collect customer feedback directly in Dynamics CRM. We can now design surveys, collect results, invite people to participate in our surveys, and also trigger various actions on the Dynamics CRM platform based on the collected results. We can analyze these results, report on them, and present our results in dashboards for monitoring.

Voice of the Customer is another one of the add-on solutions that must be installed in your organization by an administrator. We do this by navigating from the Office 365 Admin Center to Admin | CRM. A new window opens and we see our organization(s) listed here. Select the organization where you want this solution to be added, and click on Solutions:

Among the listed solutions, find the one called Voice of the Customer. At the time of writing, this solution is at version 8.0.301.2.

Select Install to get this solution configured in your Organization...