Microsoft Dynamics CRM 2016 Customization Second Edition
by Nicolae Tarla
Print Length 页数: 374 pages
Publisher finelybook 出版社: Packt Publishing; 2nd Revised edition edition (27 May 2016)
Language 语言: English
ISBN-10: 1785881515
ISBN-13: 9781785881510
B01EAFQLD0
Key Features
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-programmers
Book Description
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.
What 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 user
About the Author
Nicolae Tarla is a Microsoft Dynamics CRM consultant involved in solution architecture and technical presales. He has worked on various mid-size to enterprise-level Dynamics CRM and SharePoint implementations for both the private and public sectors. He has been delivering Microsoft Dynamics CRM solutions since version 3.0 of the product.
Nicolae was a technical reviewer on the book Microsoft Dynamics CRM 2011: Dashboards Cookbook,Packt Publishing,wrote Microsoft Dynamics CRM 2011: Scripting Cookbook as well as the previous edition of Microsoft Dynamics CRM Customization Essentials,Packt Publishing,and is an active blogger at http://www.thecrmwiz.com. He has also presented at various public events,including eXtreme CRM in 2014.
In 2014,Nicolae was awarded the Business Solutions MVP title for his Dynamics CRM contributions.
Contents
Chapter 1. Getting Started
Chapter 2. The Dynamics Crm Application Structure
Chapter 3. Dynamics Crm Customization
Chapter 4. Building Better Business Functionality
Chapter 5. Dynamics Crm – Additional Features
Chapter 6. Dynamics Crm Administration
主要特征
Dynamics CRM 2016中使用各种功能定制系统的最新指南;
高度实用，丰富的例子丰富的指南，使您能够转向Dynamics CRM，以最大限度地提高组织的利润;
一个非代码指南，即使非程序员也很容易遵循
图书说明
Microsoft Dynamics CRM是满足客户关系管理的各种需求的Microsoft解决方案，已经具备灵活性以满足企业需求。随着Microsoft Dynamics CRM 2016，许多新功能被添加到社会，营销，销售和与其他工具集成。这些功能为定制添加了许多维度。
本书不仅将展示如何定制CRM，而且还将介绍如何使用Dynamics CRM 2016的最新进展来惠及您的业务。
您将学习如何增强Microsoft Dynamics CRM 2016的功能，并将其用于各种规模的不同业务。您将看到如何准备好自定义CRM，然后快速掌握CRM应用程序结构，这将有助于您更好地定制Dynamics CRM。您将了解如何为销售，服务，营销和社交定制CRM。我们还将向您展示如何将CRM 2016无缝嵌入到各种生产力工具中，以及如何为机器学习和语境指导定制CRM。最后，我们还将介绍CRM的移动功能和完整的离线支持的最新进展，以便您更好地自定义它。
你会学到什么
将Outlook配置为与Dynamics CRM在线实例集成
通过了解如何扩展和/或修改模块并更新导航来管理现有的应用程序结构
了解如何使用不同的实体视图，以获得客户数据的360度视图
将现代业务流程映射到平台，增强用户体验
使用不同的Dynamics CRM流程，如对话框，工作流程，操作和业务流程工作流程
使用内部和外部的社交数据来增强用户作出正确决策的能力
潜入到通用管理选项，例如管理配置和定制以成为高级用户
关于作者
Nicolae Tarla是涉及解决方案架构和技术预售的Microsoft Dynamics CRM顾问。他曾为私营和公共部门工作过各种中型企业级企业级Dynamics CRM和SharePoint实施。自3.0版本以来，他一直在提供Microsoft Dynamics CRM解决方案。
Nicolae是Microsoft Dynamics CRM 2011: Dashboards Cookbook，Packt Publishing，撰写Microsoft Dynamics CRM 2011: Scripting Cookbook以及上一版Microsoft Dynamics CRM Customization Essentials，Packt Publishing的书籍的技术评论员，并且是http的活跃博客: //www.thecrmwiz.com。他还在2014年举办了各种公开活动，包括eXtreme CRM。
2014年，Nicolae获得了Dynamics CRM贡献的商业解决方案MVP称号。
目录
第一章入门
第2章动态Crm应用程序结构
第3章动态定制
第四章建立更好的业务功能
第5章动态Crm – 附加功能
第六章动态管理
