Mastering Microsoft Dynamics CRM 2016: An advanced guide for effective Dynamics CRM customization and development

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Working with Sales

The main purpose of the Dynamics CRM Sales module is to support a typical sales cycle followed in any organization. It automates the entire process, starting with the acquisition of a new lead until its logical conclusion, in the form of either a lost or won opportunity.

The Sales module in Dynamics CRM helps organizations provide effective selling capabilities. It helps the organization track the sales activities and see their sales pipeline.

Some examples of sales are as follows:

Creating a lead for potential sales in an organization
Adding notes and activities to the lead while trying to sell a product or service to the customer
Qualifying a lead to opportunity
Generating quotations and orders
Capturing competitor information

Key benefits

Harness the full power of Dynamics CRM 2016 through real-world scenarios

Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web

Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently

Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016

Description

Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.

What you will learn

Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations

Learn about the XRM framework of Dynamics CRM 2016 and leverage its features

Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM

Get an enhanced Dynamics CRM analytics experience with Word and Excel templates

Develop client-side applications using JavaScript and Web API

How to develop plugins and workflows using Dynamics CRM 2016

Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016

What do you get with eBook?