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

Cortana for CRM


Cortana for CRM is another one of the preview features added with the Microsoft Dynamics CRM online 2016 update. As such, it must be enabled explicitly from Settings | Administration | System Settings. On the Previews tab, make sure that the license agreement check box is checked, and then find the Cortana for CRM section and enable it by selecting the Yes radio button.

Note

Note that preview features are not supported by Microsoft support, as they might have incomplete features. Extensive changes can be made to preview features before they are released for production use.

The Cortana for CRM functionality is meant to assist system users in keeping track of various activities in CRM. The following entities are exposed through this integration:

  • Activities

  • Accounts

  • Opportunities

Once the configuration is in place, Cortana will prompt organization users to connect to CRM. The process is simplified to the point where the client-side configuration is simply a matter of following the...