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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
3.2 (6)
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Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization

3.2 (6)
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 (8 chapters)
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7
Index

Product Catalog


The Product Catalog area is where we configure the products and services offered and tracked through the application. Here we configure products and/or services, prices, discounts, unit sizes, and price lists. Without these items set up, the functionality of quotes, orders, and invoices is crippled.

In order to configure the Product Catalog and to keep on track with all the dependencies, the items here must be configured in the following order:

  1. If volume discounts are to be used, the Discount Lists must be created first.

  2. Next, create Unit Groups and Units. Here we define the quantities that the products are being sold as. Unit Groups allows us to group by different categories of measurements. For example, if products are being sold by weight, length, unit or case of a specific number of units, these must be set up as available unit groups.

  3. Create the Price Lists. Each Price List is a collection of items and the related price. Products can be added to the price lists later on...

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