目錄(109章)
倒序
- 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
- Summary
- 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
- Summary
- 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
- Summary
- 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
- Summary
- 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
- CRM App for Outlook
- Process Center
- Working with Business Units
- Defining Security Roles
- Managing Users and Teams
- Mobile Experience
- Cortana for CRM
- Summary
- Index 更新時間：2021-07-16 10:47:04
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