更新时间：2021-07-16 10:47:04
coverpage
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
eBooks discount offers and more
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Chapter 1. Getting Started
Introducing Dynamics CRM
Global Data Center Locations for Dynamics CRM Online
Advantages of Choosing Dynamics CRM Online
What do you need to customize Dynamics CRM?
Steps to Setting up an Environment
Integrating Dynamics CRM Online with Outlook
Configure a domain name for your environment
Integrating with Office 365 E3 trial services
Summary
Chapter 2. The Dynamics CRM Application Structure
Dynamics CRM modules
Dynamics CRM application elements
The Extensibility options
Application navigation
Chapter 3. Dynamics CRM Customization
Solution Package
Components of Solution
Types of Solution
Entity Elements
Business versus Custom Entities
Extending Entities
Record Images
Entity Forms Quick View and Quick Create Forms
Customizing Forms
Entity Views and Charts
Entity Relationships
Messages
Composite fields
Calculated Fields
Rollup fields
SLAs and the Timer Control
Working with Documents
Office Graph Integration
Geolocation
Chapter 4. Building Better Business Functionality
What are Processes?
Dialogs
Workflows
Real-time Workflows
Actions
Quick View and Quick Create Forms
Business Rules
Business Process Flows
Excel Enhanced Integration
Document Templates
Automated Document Generation Templates
Mobile and Task-based Experience
Dynamics CRM for Outlook
Dynamics CRM App for Outlook
An Enhanced Search Functionality
Chapter 5. Dynamics CRM – Additional Features
Social Pane
Office 365 Features and Integration
OneNote Integration
Interactive Service Hub
Enhanced Knowledge Management
Office Delve recommendations
Field Service Capabilities
Adxstudio Portals
Voice of the Customer
Insight by InsideView
Yammer
Web API
Microsoft Social Listening Integration
Microsoft Dynamics Marketing Integration
Power BI and Dynamics CRM
Chapter 6. Dynamics CRM Administration
Administration oncepts
The Settings Area
Business Management
Service Management
Templates
Product Catalog
Administration
Security
Data Management
Monitoring System Jobs
Document Management
Auditing
E-mail configuration
Configuring Activity Feeds
