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

Chapter 6. Dynamics CRM Administration

In the previous chapter, we looked at the various solutions integrated into Dynamics CRM. From the Social Pane, to integration with Social Listening and Yammer, as well as the available Insight component by InsideView and the full blown solution provided by them. We have also done a quick overview of the new features added to the platform, including the OneNote integration, the all new Interactive Service Hub, as well as the newly added features brought by the acquisition of the field service solution from FieldOne.

This chapter will look at the following topics:

  • Administration Concepts

  • The Settings Area

  • Business Management

  • Service Management

  • Case Settings

  • Service Terms

  • Entitlement Templates

  • Service Scheduling

  • Templates

  • Product Catalog

  • Administration

  • Security

  • Data Management

  • Working with Data

  • Data Loader Tool

  • Data Reporting

  • Monitoring System Jobs

  • Document Management

  • Auditing

  • E-mail Configuration

  • Configuring Activity Feeds

  • Process Center

  • Dynamics Marketplace

  • Customization Principles...