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

Configuring Activity Feeds


The configuration of Activity Feeds is grouped in two separate menus on the Settings ribbon. They are as follows:

  • Activity Feeds Configuration

  • Activity Feeds Rules

Activity Feeds Configuration

The Activity Feeds Configuration is where we get access to all the active and inactive Post Configurations. There are individual records for each entity that has Activity Feeds enabled. Each Post Configuration record contains a reference to the entity it applies to, a setting for enabling or disabling the activity feeds wall, and a grid with all the specific rules and their respective status, as they apply to this entity.

Activity Feeds Rules

Using the Activity Feeds Rules section, we can get to a listing of all the rules configured in the system. The default view is the All Activity Feeds Rules, which presents information about the rule and the entity it references, as well as the status. Each rule must be enabled for it to participate in processing. We can enable or disable...