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

Document Management


The Document Management area allows us to configure SharePoint integration. Integrating Dynamics CRM with SharePoint this way provides additional functionality for document management. We can now start to take advantage of all the document versioning features of SharePoint, as well as check-out and check-ins, and auditing:

In order to configure the SharePoint integration, the following steps need to be followed.

First off, on the Document Management area we have a link to Install List Component. This takes us to the Download Centre where we can get the List Component. This is a SharePoint component that must be installed on the SharePoint server we intend to use for the integration. We select a SharePoint site collection we want to use for integration, and we deploy this component in there. In order to install this, you must be a site collection administrator.

Once this is done, we can go to Document Management Settings and follow the wizard to configure the integration...