- About This E-Book
- Title Page
- Copyright Page
- Contents at a Glance
- Table of Contents
- About the Author
- Dedication
- Acknowledgments
- We Want to Hear from You!
- Reader Services
- Introduction
- Chapter 1. How This Book Is Arranged
- Chapter 2. New Features of Microsoft Dynamics CRM 2016
- Chapter 3. Customizing and Designing Applications Within Dynamics CRM 2016 (xRM)
- Chapter 4. CRM 2016 Online
- Chapter 5. Navigation
- Chapter 6. Working with Customers
- Chapter 7. Working with Sales
- Chapter 8. Working with Marketing
- Chapter 9. Microsoft Dynamics Marketing
- Chapter 10. Working with Service
- Chapter 11. The Interactive Service Hub
- Chapter 12. Parature
- Chapter 13. The Unified Service Desk (USD)
- Chapter 14. Microsoft Dynamics Social Engagement
- Chapter 15. Yammer
- Chapter 16. Reporting and Dashboards
- Chapter 17. Settings
- Chapter 18. Mobility
- New Features
- Tablets
- Windows 10 Installation
- Customizing Options and Features
- Form Fields
- Entities Enabled for the Dynamics CRM for Tablets App
- Sales Dashboard
- Navigation Bar
- Command Bar
- Simple Lists
- Stakeholders and Sales Team Lists
- Business Process Flows
- Multi-Entity Quick Find/Search
- Offline Access/Usage
- Auto-Save
- Images
- Server-Side Extensibility
- Mobile Phones
- Visual Controls
- Summary
- Chapter 19. Outlook Configuration
- Chapter 20. Email Configuration
- Chapter 21. Office Integration
- Chapter 22. Customizing Entities
- Customization Principles
- The Dynamics CRM Entity Model
- Basic Customizations
- Menu and Command Bar Customizations
- JavaScript Events
- Business Rules
- Exporting and Importing Entity Customizations
- Solution Concepts
- Best Practices When Working with Solutions
- Third-Party and Marketplace Solutions
- Developer Resources
- Themes
- Working with the SDK
- Summary
- Chapter 23. Web Services
- Chapter 24. Azure Extensions
- Chapter 25. Plug-ins
- Chapter 26. Process Development
- Chapter 27. SharePoint
- Chapter 28. Forms Authentication
- Chapter 29. On-Premises Deployments
- Chapter 30. How to Get Support for Your System
- Chapter 31. FantasySalesTeam
- Chapter 32. Adxstudio Portals
- Chapter 33. FieldOne
- Chapter 34. Voice of the Customer
- Index
- Code Snippets
About the Author
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.
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