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

Yammer


Yammer comes integrated into your Dynamics CRM instance. You just need to configure the connection to get it running.

Yammer is the enterprise social network. The company was created in 2008 and bought by Microsoft in 2012. The social network is a corporate-friendly social media network. Any user can join the network with a business email account, as long as the company's domain is registered. Once joined, you can create internal and external networks for employees, customers, suppliers, and so on.

The application structure is quite similar to Facebook when accessed online, outside of Dynamics CRM. You have a newsfeed on the main page, and the ability to follow users and send and receive private messages.

Yammer and Hashtags

Yammer's architecture is built around a very robust search function. Using hashtags greatly increases the findability of posts. Hashtags are posted using the # symbol followed by a word or combination of words. An example is #CustomizationEssentials.

Mentions are also...