Microsoft Dynamics CRM 2016 Unleashed: With Expanded Coverage of Parature, ADX and FieldOne


Microsoft Dynamics CRM 2016 Unleashed (includes Content Update Program): With Expanded Coverage of Parature, ADX and FieldOne
by Marc Wolenik
pages 页数: 1520 pages
Publisher Finelybook 出版社: Sams; 01 edition (9 Sept. 2016)
Language 语言: English
ISBN-10 书号:0672337606
ISBN-13 书号:9780672337604
B01LW22Y31
Microsoft Dynamics®CRM 2016 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing every new Online and On-Premises version of Dynamics CRM 2016. Leading Dynamics implementer Marc Wolenik presents comprehensive coverage of configuring, customizing, and operating Dynamics to serve your organization’s unique needs. He illuminates Microsoft’s renewed focus on services, via the Interactive Service Hub (ISH) and advanced cross-platform mobile client support. You’ll also find extensive new coverage of key enhancements including xRM, Adxstudio Portals, FieldOne, Parature, Voice of the Customer, and FantasySalesTeam gamification.
In addition, this book is part of Sam’s Content Update Program. As Microsoft updates features of Windows 10, sections of this book will be updated or new sections will be added to match the updates to the software. The updates will be delivered to you via a free Web Edition of this book, which can be accessed with any Internet connection.
Wolenik’s example-rich guidance will be invaluable to every IT professional who intends to work with Dynamics CRM 2016, regardless of her experience with Dynamics, Salesforce, or other CRM solutions. Drawing on extensive insider knowledge, he systematically explains how Dynamics CRM 2016 works, why it works that way, and how to maximize its value. You’ll find proven best practices for using every significant Dynamics capability–information available in no other book.
Detailed information on how to…
Compare each version of Dynamics CRM 2016, make your best choice, and deploy painlessly
Leverage Dynamics CRM 2016 as a complete customer engagement solution for all channels and devices
Quickly apply capabilities that previously required extensive programming or complex workarounds
Efficiently manage accounts, leads, campaigns, collateral, cases, contacts, opportunities, orders, products, quotes, invoices, teams, and more
Integrate schedules, cases, contacts, and product/service information
Build powerful automated workflows, processes, and complete solutions
Customize product catalogs to reduce SKUs, create bundles, and define up-sells or cross-sells
Capture the Voice of the Customer with powerful new survey tools
Build state-of-the-art customer service dashboards
Create seamless, mobile-optimized self-service web portals with Adxstudio
Make CRM more fun and compelling with FantasySalesTeam games
Extend Dynamics CRM 2016 with custom plug-ins and add-ons

Contents


Chapter 1 How This Book Is Arranged
Chapter 2 New Features Of Microsoft Dynamics Crm 2016
Chapter 3 Customizing And Designing Applications Within Dynamics Crm 2016 (Xrm)
Chapter 4 Crm 2016 Online
Chapter 5 Navigation
Chapter 6 Working With Customers
Chapter 7 Working With Sales
Chapter 8 Working With Marketing
Chapter 9 Microsoft Dynamics Marketing
Chapter 10 Working With Service
Chapter 11 The Interactive Service Hub
Chapter 12 Parature
Chapter 13 The Unified Service Desk (Usd)
Chapter 14 Microsoft Dynamics Social Engagement
Chapter 15 Yammer
Chapter 16 Reporting And Dashboards
Chapter 17 Settings
Chapter 18 Mobility
Chapter 19 Outlook Configuration
Chapter 20 Email Configuration
Chapter 21 Office Integration
Chapter 22 Customizing Entities
Chapter 23 Web Services
Chapter 24 Azure Extensions
Chapter 25 Plug-Ins
Chapter 26 Process Development
Chapter 27 Sharepoint
Chapter 28 Forms Authentication
Chapter 29 On-Premises Deployments
Chapter 30 How To Get Support For Your System
Chapter 31 Fantasysalesteam
Chapter 32 Adxstudio Portals
Chapter 33 Fieldone
Chapter 34 Voice Of The Customer
MicrosoftDynamics®CRM2016发布为Dynamics CRM 2016的每个新的在线和内部版本的规划,定制,部署,集成,管理和保护提供了始终如一的指导。领先的动态实施者Marc Wolenik介绍了配置,定制和操作Dynamics,以满足您组织的独特需求。他通过互动服务中心(ISH)和先进的跨平台移动客户端支持,阐明了微软对服务的重新关注。您还将找到关键增强功能的广泛新功能,包括xRM,Adxstudio门户,FieldOne,Parature,客户之声和FantasySalesTeam游戏化。
此外,这本书是山姆内容更新计划的一部分。随着Microsoft更新Windows 10的功能,本书的部分将被更新,或将添加新的部分以匹配软件的更新。这些更新将通过本书的免费Web版本发送给您,可通过任何Internet连接访问。
无论她在Dynamics,Salesforce还是其他CRM解决方案方面的经验,Wolenik的例子丰富的指导对于打算与Dynamics CRM 2016合作的每个IT专业人士将是无价的。借鉴广泛的内部知识,他系统地解释了Dynamics CRM 2016的工作原理,为什么它的工作方式以及如何最大化其价值。您将发现使用每个重要的Dynamics功能的经过验证的最佳实践 - 在其他书中没有提供信息。
关于如何...的详细信息
比较每个版本的Dynamics CRM 2016,做出最佳选择,并无痛地部署
利用Dynamics CRM 2016作为所有渠道和设备的完整客户参与解决方案
快速应用以前需要广泛编程或复杂解决方法的功能
有效管理帐户,潜在客户,广告系列,抵押品,案例,联系人,机会,订单,产品,报价,发票,团队等
集成计划,案例,联系人和产品/服务信息
构建强大的自动化工作流程,流程和完整的解决方案
自定义产品目录以减少SKU,创建捆绑包,并定义高端销售或交叉销售
用强大的新的测量工具捕捉客户的声音
建立最先进的客户服务仪表板
使用Adxstudio创建无缝的,移动优化的自助式门户网站
通过FantasySalesTeam游戏让CRM更有趣和引人入胜
使用自定义插件和附加组件扩展Dynamics CRM 2016
目录
第一章本书如何安排
第2章Microsoft Dynamics Crm 2016的新功能
第3章Dynamics Crm 2016中的定制和设计应用(Xrm)
第4章Crm 2016在线
第五章导航
第6章与客户合作
第七章使用销售
第八章营销工作
第9章Microsoft Dynamics Marketing
第10章服务
第11章互动服务中心
第12章契约
第13章统一服务台(Usd)
第14章Microsoft Dynamics社会参与
第15章山姆
第16章报告和仪表板
第17章设置
第18章流动性
第19章Outlook配置
第20章电子邮件配置
第二十一章办公整合
第22章定制实体
第23章Web服务
第24章Azure扩展
第25章插件
第26章过程开发
第27章Sharepoint
第28章表单验证
第29章内部部署
第30章如何获得系统支持
第31章幻想曲
第32章Adxstudio门户
第33章Fieldone
第34章客户之声

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