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

Working with Business Units


The Business Units concept is at the core of security model in Microsoft Dynamics CRM. As such, all users will be part of a Business Unit. The structure includes a default Business Unit, created when an Organization is created. From there, child Business Units can be created as needed, resulting in a tree structure as complex as designed. The following screenshot shows a parent Business Unit, with two child ones (IT and Finance), and IT has another three child Business Units (Cloud, Delivery and Infrastructure):

The Root Business Unit is the top-most Business Unit, and it is the one created with the Organization by default. As a rule, there always is a Business Unit in an Organization, and that is the Root Business Unit. This Business Unit cannot be removed or disabled, and is the container that allows transferring security settings with solution packages from one organization to another.

The ribbon depicted in the above screenshot has the necessary commands to...