Microsoft Dynamics CRM 2016 Customization - Second Edition
eBook - ePub

Microsoft Dynamics CRM 2016 Customization - Second Edition

  1. 374 pages
  2. English
  3. ePUB (mobile friendly)
  4. Available on iOS & Android
eBook - ePub

Microsoft Dynamics CRM 2016 Customization - Second Edition

About this book

Use a no-code approach to create powerful business solutions using Dynamics CRM 2016About This Book• Latest guide on customizing your system using various features in Dynamics CRM 2016;• Highly practical, example-rich guide that gives you power to bend Dynamics CRM to maximize profits in your organization;• A no-code guide that is easy to follow for even non-programmersWho This Book Is ForIf you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution softwareWhat You Will Learn• Configure Outlook to integrate with your Dynamics CRM online instance• Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation• Find out how to use different entity views in order to get a 360-degree view of customer data• Map modern business processes to the platform to enhance the user experience• Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows• Use internal and external social data to enhance the user's ability to make the right decisions• Dive into generic administration options such as managing configuration and customization to become a power userIn DetailMicrosoft 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.Style and approachMicrosoft Dynamics CRM is a Microsoft solution for various needs of customer relationship management and is already equipped to be flexible to some extent as per the needs of the business. With Microsoft Dynamics CRM 2016, many new features for Social, marketing, sales, integration with other tools are added. These features add many dimensions to customization. This book will not only showcase how CRM can be customized but will also be a guide on how latest advancements in Dynamics CRM 2016 can be used for the benefit of your business.

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Microsoft Dynamics CRM 2016 Customization Second Edition


Table of Contents

Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
eBooks, discount offers, and more
Why subscribe?
Instant updates on new Packt books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the color images of this book
Errata
Piracy
Questions
1. Getting Started
Introducing Dynamics CRM
Features of Dynamics CRM
Scalability
Extensibility
Ability to integrate with other systems
Ease of use
Global Data Center Locations for Dynamics CRM Online
Advantages of Choosing Dynamics CRM Online
What do you need to customize Dynamics CRM?
Steps to Setting up an Environment
Opening a free 30-day trial of Dynamics CRM Online
Integrating Dynamics CRM Online with Outlook
Installing Dynamics CRM for Outlook
Configure a domain name for your environment
Integrating with Office 365 E3 trial services
Summary
2. The Dynamics CRM Application Structure
Dynamics CRM modules
CRM Sales module
CRM Sales module Entities
Shared Entities
Sales specific Entities
The Leads entity
The opportunity Entity
The Quotes Entity
The order Entity
An Invoice Entity
The Competitor Entity
The Product Entity
The Sales Goal Entity
Sales Processes
Lead to Opportunity Sales Process
Opportunity Sales Process
Sales Literature
The Sales Dashboards
Sales Activity Dashboard
Sales Activity Social Dashboard
Sales Dashboard
Sales Performance Dashboard
Sales Reports
Marketing features
CRM Service module
Interactive Service Hub
Service Entities
The Case Entity
Contracts Entity
Queues Entity
Services Entity
The Calendar Entity
Goals Management
Service Processes
Service Dashboards
Customer Service Representative Social Dashboard
Customer Service Representative Dashboard
Customer Service Performance Dashboard
Customer Service Operations dashboard
Customer Service Manager dashboard
Service Reports
CRM Marketing Module
Marketing Entities
Marketing Lists
Campaigns
Quick Campaigns
Dynamics CRM Marketing Module Dashboards
Marketing Dashboard
Marketing Social Dashboard
Marketing Reports
Dynamics CRM application elements
Modules
Entities
System Entities
Business Entities
Custom Entities
Processes
Dialogs
Workflows
Actions
Business Process Flows
Dashboards
Reports
The Extensibility options
Application navigation
Summary
3. Dynamics CRM Customization
Solution Package
Components of Solution
Types of Solution
Unmanaged Solutions
Managed Solutions
Solution Publisher
Solution Layering
The Default Solution
Solution Segmentation
Solution Cloning and Patching
Entity Elements
Renaming an Entity
Change Entity Settings and Properties
Entity Definition
Areas that display this entity
Options for Entity
Primary Field Settings
Business versus Custom Entities
Business Entities
Custom Entities
Extending Entities
Record Images
Entity Forms, Quick View, and Quick Create Forms
The Entity Form
Customizing Forms
Tabs
Sections
iFrames
Sub-grids
Fields
Global Option Sets
Spacers
Entity Views and Charts
Charts
Dashboards
Entity Relationships
One-to-Many (1:N) and Many-to-One (N:1) Relationships
Many-to-Many (N:N) Relationships
Messages
Composite fields
Calculated Fields
Rollup fields
SLAs and the Timer Control
Standard versus Enhanced SLAs
How SLAs are applied
Working with Documents
Client to Server Integration with SharePoint
Server to Server Integration with SharePoint
Configuring the target SharePoint Server
Enable entity Document Management
OneDrive Integration
Office Graph Integration
Geolocation
Summary
4. Building Better Business Functionality
What are Processes?
Dialogs
Creating a Dialog
Dialog Steps
Managing Dialogs
Workflows
Creating a Workflow
Real-time Workflows
Actions
Quick View and Quick Create Forms
Entity Forms
Quick View Forms
Quick Create Forms
Business Rules
Limitations of Business Rules
Business Process Flows
Creating Business Process Flows
Triggering Workflows on Business Process Flow Stage change
Excel Enhanced Integration
Document Templates
Automated Document Generation Templates
Mobile and Task-based Experience
Dynamics CRM for Outlook
Dynamics CRM App for Outlook
An Enhanced Search Functionality
Searching in a View
Searching Across the entire Organization
Advanced Find
Search using voice on Mobile
Summary
5. Dynamics CRM – Additional Features
Social Pane
What it is, where it is, and how it works
Social Pane – standard configuration options
Adding Social Pane to custom entities
Customizing the Entity
Configuring Post Configurations
Customizing the form
Creating a custom new Activity Feed Post
Office 365 Features and Integration
OneNote Integration
Interactive Service Hub
Enhanced Knowledge Management
Article Life Cycle
Schedule, Publish, Expire
Article Context Search
Office Delve recommendations
Field Service Capabilities
Adxstudio Portals
Voice of the Customer
Insight by InsideView
Installation and Configuration
Dynamics CRM Online
Dynamics CRM On-Premise
Insight Feature Set
Yammer
Yammer and Hashtags
Other Yammer Features
Yammer and Dynamics CRM
Configure the Integration
Entity Configurati...

Table of contents

  1. Microsoft Dynamics CRM 2016 Customization Second Edition

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