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Mastering Microsoft Dynamics CRM 2016

You're reading from Mastering Microsoft Dynamics CRM 2016 An advanced guide for effective Dynamics CRM customization and development

Product type Paperback

Published in Nov 2017

Publisher Packt

ISBN-13 9781786466617

Length 402 pages

Edition 1st Edition

Languages

C#

Tools

Dynamics CRM

Concepts

CRM

Author (1):

Deepesh Somani

View More author details

Table of Contents (13) Chapters

Preface

1. History of Dynamics CRM FREE CHAPTER

2. Working with Sales

3. Working with Services

4. Working with Marketing

5. Working with the XRM Framework

6. Analytics with CRM

7. Workflow Development with Dynamics CRM

8. Client-Side Scripting

9. Enhancements for Mobile

10. Plugin Development with Dynamics CRM

11. Business Process Flows and Business Rules

12. New Features in CRM 2016

Case studies

In this section, we will look at some case studies, which will represent and give a brief idea of the usage and configuration of Service Hubs:

Scenario 1 - The configuration of the Service Hub

Let's consider a scenario where Contoso corporation wants to use the Interactive Service Hub for Service managements. It helps by filtering and reusing the CRM charts as Interactive Charts. Dashboards can contain records from different Entity views. The following steps need to be performed to configure the usage of the Interactive Service Hub:

For configuring the Service Hub, navigate to Settings | Interactive Service Hub, and click on it:

As you can see in the following image, a new window should open up and automatically...

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Authors (1)

Deepesh Somani

Deepesh Somani

Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

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