Microsoft DynamicsÂ®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 organizationâs unique needs. He illuminates Microsoftâs renewed focus on services, via the Interactive Service Hub (ISH) and advanced cross-platform mobile client support. Youâll 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 Samâs 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.
Wolenikâs 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. Youâll find proven best practices for using every significant Dynamics capabilityâinformation available in no other book.
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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.
Written by veteran CRM experts Joel Scott and David Lee, this friendly guide will have you understanding and using Microsoftâs CRM solution in a jiffy. Whether youâre considering a CRM system for the first time or youâve decided to switch from another system to Microsoft Dynamics CRM, this book will make it easy to:
Microsoft Dynamics CRM 4 For Dummies is packed with information on the latest version, It will help you get a unified view of your customer information and interactions through integrated sales, marketing, and customer service features. And that, as every business owner knows, is important to improving your bottom line!
Microsoft Dynamics CRM is the most trusted name in the enterprise level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM.
This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.
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.
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.
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Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available
Microsoft Dynamics CRM provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution.
This book starts with the basics of the platform's provisioning, and you will learn all the new ways to get things done with CRM. Then we quickly jump into the no-code configuration and explain schema, fields, and forms. Once this is done, you will explore the server-side and client-side custom code extensions. We then move on to explain design patterns and techniques that can enhance your code quality.
Next you will see how to enhance Dynamics CRM by including it in a DevOps cycle to perform quality checks and package and deploy your extensions to the various SDLC environments. You will learn to write enterprise-scale quality code. Next we will use modern libraries and patterns within Dynamics CRM (Angular, 3 tiers, and so on) You will then be introduced to a mature DevOps cycle for your enterprise Dynamics CRM application. The book ends by explaining the upcoming Dynamics 365 extensions.
The smart way to learn Microsoft Dynamics CRM 2011âone step at a time! Use the easy-to-follow lessons to master the fundamentals of creating and managing accounts; working directly within familiar tools such as Microsoft Outlook; tracking customer activity and communications; managing campaigns, leads, quotes, contracts, and orders; and employing basic to advanced reporting capabilities. Includes downloadable, ready-made practice files and complete Book.
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.
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