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

E-mail configuration


This section of the Settings area allows us to configure the type of e-mail integration used, and to manage the various integration points and methods:

The Email Configuration Settings section allows us to configure global settings for e-mail. This leads us back to the System Settings area, which we covered earlier in this chapter.

The Migrate Email Router Data area allows us to move our configuration from the E-mail router to the new Server-Side Synchronization available. For this functionality to work, you must have the old E-mail Router available, as well as the new Server-Side Synchronization enabled and configured, and the organization must be using HTTPS.

The Email Server Profiles section allows us to configure one or more profiles for e-mail handling. We can configure both exchange and POP3-SMTP servers for integration with Dynamics CRM. This allows us to cover configuration for various types of e-mail servers, including public e-mail service from other third-party...