Microsoft Dynamics CRM 2016 Unleashed
Sams Publishing (Verlag)
978-0-672-33760-4 (ISBN)
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
Marc Wolenik has been involved with customer relationship management systems for more than 20 years and Microsoft Dynamics CRM since version 3.0. His experience led to the creation of Webfortis (recently merged with Avtex), one of the largest Microsoft Dynamics CRM partner firms in North America.
Introduction 1
1 How This Book Is Arranged 3
Online Versus On-Premises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Updates/Release Cadence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
On-Premises Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Online Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2 New Features of Microsoft Dynamics CRM 2016 11
Forms and the Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Enhanced Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
New Forms Rendering Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enhanced Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hierarchy Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Entity/Field Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Business Flow Branching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Product Catalog Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Calculated and Rollup Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Service Improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
The Interactive Service Hub . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Surveys: Voice of the Customer . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Parature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
| Erscheint lt. Verlag | 4.10.2016 |
|---|---|
| Reihe/Serie | Unleashed |
| Verlagsort | Indianapolis |
| Sprache | englisch |
| Maße | 180 x 230 mm |
| Gewicht | 1874 g |
| Themenwelt | Mathematik / Informatik ► Informatik ► Netzwerke |
| ISBN-10 | 0-672-33760-6 / 0672337606 |
| ISBN-13 | 978-0-672-33760-4 / 9780672337604 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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