MicrosoftÂ® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.
Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall â13, and many features first introduced in Microsoftâs âPolarisâ and Update Rollup 12.
Youâll find thorough coverage of Dynamicsâ revamped âFlowâ interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more.
Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capabilityâinformation available in no other book.
Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed.
Detailed information on how toâ¦
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.
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.
If 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 software.
Dynamics CRM is Microsoft's answer to customer relationship management. The platform's flexibility allows system customizers to enhance its functionality to map any kind of business and scale to any size.
Through this practical guide, you will develop a vital and holistic understanding of the key features of Dynamics CRM. You will work with entities within the existing modules, learn how to customize and extend entities, and explore how to create logical relationships between them. You will also look at business rules and business process flows and learn how to use these features to enforce and visually enhance user experience. Furthermore, you will customize business entities without using code and cover the new features in Dynamics CRM. By the end of the book, you will have acquired new marketable skills in developing software for businesses running Dynamics CRM.
Author Sanjaya Yapa begins with an introduction to end user portals in Dynamics 365 and takes you through a practical example that explains the features in detail. He then teaches you how the portal security works and best practices involved while configuring security such as local and federated authentication, web roles, and access rules. Helpful illustrations and directives guide you in setting up your portal with Dynamics 365 Customer Engagement (CE), basic customizations, content management, and web forms. You learn how to configure and manage document storage and learn about liquid templates, which is important when implementing custom web experiences for your end users.
After reading this book, you will be able to implement a portal with Dynamics 365 CE and incorporate best practices in your enterprise-scale solutions.
What You Will Learn
Who This Book Is For
Developers working in a Dynamics 365 CE environment
Master professional-level business application designs using Microsoft Dynamics CRM 2015 and its xRM features
This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics CRM.
Businesses can have their developers build complete apps or plug-ins and interfaces to suit their business needs. With the application of MS CRM, administrators can alter the content, layout, and business logic for each business use case. Businesses can choose to run Dynamics CRM on their own internal server or to link to web-hosted installations. This book is an enhanced guide that covers all the new features released with Microsoft Dynamics CRM 2015. Coming straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements, this book is a complete guide for all your Dynamics CRM questions.
Starting off, this book will introduce you to the deployment options such as online and on-premise, and the software and hardware requirements as CRM customization. It will also teach you how to develop a sample application.
Going deeper, this book teaches you about the new enhancements in Microsoft Dynamics CRM 2015 such as business process, new client-side scripting, mobile application, and actions enhancements. You will quickly get up and running with plugin development and project tracking concepts with the help of sample applications.
The book concludes with how Microsoft Dynamics CRM extends its mobile capabilities and bring more feature-rich experience to the app users.
A solution-based guide to learn Microsoft Dynamics CRM's newest features, and customize and extend CRM's capabilities. Each topic is presented with comprehensive examples for creating custom solutions.
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