Microsoft Dynamics CRM Customization Essentials by Nicolae Tarla

About This Book

• Master the talents essential to customise your process utilizing the wizard pushed functions of Dynamics CRM platform
• Use enterprise principles and flows to implement and visually improve the consumer experience
• A no-code method of accelerate the total diversity of Dynamics CRM features

Who This e-book Is For

If you're new to Dynamics CRM or a professional person seeking to increase your wisdom of the platform, then this publication is for you. it's also for knowledgeable builders who're trying to stream to the Microsoft stack to construct company answer software.

What you'll Learn

• Configure Outlook to combine along with your Dynamics CRM on-line instance
• Manage the present software constitution via realizing the right way to expand and/or alter the modules and replace the navigation
• Learn tips to use diverse entity perspectives so as to get a 360-degree view of shopper data
• Map sleek enterprise techniques to the platform to augment person experience
• Use diversified Dynamics CRM techniques equivalent to dialogs, workflows, activities, and enterprise strategy workflows
• Use inner and exterior social information to augment the user's skill to make definitely the right decisions
• Dive into usual management ideas corresponding to coping with configuration and customization to turn into an influence user

In Detail

Dynamics CRM is Microsoft's resolution to buyer courting administration. The platform's flexibility permits procedure customizers to reinforce its performance to map any type of company and scale to any size.

Through this useful consultant, you are going to increase an important and holistic figuring out of the major gains of Dynamics CRM. you'll paintings with entities in the latest modules, how one can customise and expand entities, and discover tips on how to create logical relationships among them. additionally, you will examine company ideas and company technique flows and how to use those good points to implement and visually increase person adventure. in addition, you are going to customise enterprise entities with out utilizing code and canopy the recent good points in Dynamics CRM. by means of the top of the ebook, you may have bought new marketable talents in constructing software program for companies operating Dynamics CRM.