Key Features
- 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 web
- Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently
Book Description
Microsoft Dynamics CRM is the most trusted name in the enterprise level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM.
This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.
The book starts with a brief overview of the latest features introduced as a part 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 for sending out Customer surveys and analyzing the feedback and customize Project service automation capabilities for managing project based sales. The book will explain the Field service management capabilities available with Dynamics CRM 2016 that will help you effectively manage your workforce. You will gain a deep understanding about client side scripting in Dynamics CRM and learn to create client side applications using JavaScript. Extending your CRM applications to phones and tablets is described along with using and embedding Power BI dashboards into Dynamics CRM. By the end of this book, you will have learned to create efficient dashboards using Dynamics CRM.
What you will learn
- Create and send out Voice of the Customer surveys to gain valuable feedback from your customers about your products or services.
- Provide a better and more efficient service to your customers using Interactive Service Hub
- Manage project- based sales by customizing the Project Service Automation capabilities.
- See why self-service portals provide a very effective way for customer and other stakeholders to interact
- Develop client-side applications using JavaScript and client-side scripting in Dynamics CRM 2016 and WEB API
- Improve phone and tablet experience for your users
- Get an enhanced Dynamics CRM analytics experience with Power BI
About the Author
Deepesh Somani is currently working as a Solution Architect consultant with Spanish point technologies, Dublin, Ireland. He has great experience working with some of the biggest organizations in the world like Storm Technology Ltd as CRM Consultant, Senior Analyst – CRM for SanDisk, Microsoft as a CRM Technical Consultant. He manages his CRM blogs at https://dynamicsofdynamicscrm.com.