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Mastering Microsoft Dynamics CRM 2016
Mastering Microsoft Dynamics CRM 2016

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

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Profile Icon Deepesh Somani
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Paperback Nov 2017 402 pages 1st Edition
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₱579.99 ₱2245.99
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₱2806.99
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Free Trial
Arrow left icon
Profile Icon Deepesh Somani
Arrow right icon
Free Trial
Paperback Nov 2017 402 pages 1st Edition
eBook
₱579.99 ₱2245.99
Paperback
₱2806.99
Subscription
Free Trial
eBook
₱579.99 ₱2245.99
Paperback
₱2806.99
Subscription
Free Trial

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Mastering Microsoft Dynamics CRM 2016

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

The stages of the sales process

A typical sales process consists of the following stages:

  • Lead generation: This involves generating potential customers who may be interested in the products that the organization has to offer. Leads may be generated via different means. They could either be generated by the CRM marketing process or by interaction activities such as phone calls, emails, appointments, and so on.
  • Qualify leads: After the leads are captured, each lead needs to be evaluated to understand their requirements in detail and the related products/services that the organization has to offer. Based upon the interaction with the lead, the lead may be converted into a viable opportunity.
  • Demonstrate value: After an opportunity is identified, the next step is to identify the resources and the personnel that will pursue the lead prospect. They will try to capture different information...

Entities in Dynamics CRM

Dynamics CRM provides various revenue management and goal management processes, which can be easily customized to suit the business process of an organization. The following are the entities provided by Dynamics CRM:

  • Lead, Contact, and Account: These entities are already listed as part of the Marketing module. They represent the same business actors in the Sales module as in the Marketing module.
  • Opportunity: This represents an interaction with a lead that may be converted into a revenue-generating avenue for the organization.
  • Competitors: These represent third-party organizations that are competing with the organization for the services required by the customer.
  • Product: This may represent a resource, service, or item offered by the organization for the services of the client.
  • Product unit: This represents the possible unit of groups in which the product...

Case studies

In the following section, we will use case studies to go through and understand the Sales module of Dynamics CRM.

Scenario 1

Acme Ltd utilizes Dynamics CRM's out-of-box Sales module capabilities to capture leads from across three global sales offices and process them through lead qualification and the opportunity management lifecycle:

The following are the three global offices:

  • New York head office, USA
  • London sales office, UK for Europe
  • Mumbai sales office, India for Asia

The requirements of Acme Ltd are as follows:

  • Central reporting of opportunity management at the New York head office
  • Lead capture and qualification based on the location
  • Opportunity management

The following steps explain the process...

Summary

In this chapter, you learned about the Sales module of Dynamics CRM, the entities involved in the Sales module, and the Sales lifecycle in Dynamics CRM. We also looked at some case studies for the Sales module in Dynamics CRM.

In the next chapter, we will cover the Service module of Dynamics CRM and the entities involved in the Service module in Dynamics CRM. We will also look at some case studies for the Service module in Dynamics CRM.

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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.

Who is this book for?

This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial.

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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Nov 28, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781786466617
Vendor :
Microsoft
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Product Details

Publication date : Nov 28, 2017
Length: 402 pages
Edition : 1st
Language : English
ISBN-13 : 9781786466617
Vendor :
Microsoft
Category :
Languages :
Concepts :

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Mastering Microsoft Dynamics CRM 2016
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Table of Contents

12 Chapters
History of Dynamics CRM Chevron down icon Chevron up icon
Working with Sales Chevron down icon Chevron up icon
Working with Services Chevron down icon Chevron up icon
Working with Marketing Chevron down icon Chevron up icon
Working with the XRM Framework Chevron down icon Chevron up icon
Analytics with CRM Chevron down icon Chevron up icon
Workflow Development with Dynamics CRM Chevron down icon Chevron up icon
Client-Side Scripting Chevron down icon Chevron up icon
Enhancements for Mobile Chevron down icon Chevron up icon
Plugin Development with Dynamics CRM Chevron down icon Chevron up icon
Business Process Flows and Business Rules Chevron down icon Chevron up icon
New Features in CRM 2016 Chevron down icon Chevron up icon
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