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>Microsoft® Dynamics CRM 2015 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM.
Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2015. You'll find thorough coverage of Dynamics' revamped "Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more.
Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2015 capability-information available in no other book.
Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering
Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2013 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed.
List of contents
Introduction 1
1 How This Book Is Arranged 3
Online Versus On-Premises . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Updates/Release Cadence . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
On-Premises Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Online Updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2 New Features of Microsoft Dynamics CRM 2016 11
Forms and the Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Enhanced Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Themes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
New Forms Rendering Engine . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Quick Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Enhanced Templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Hierarchy Visualization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Entity/Field Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Business Flow Branching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Product Catalog Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Calculated and Rollup Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Service Improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
The Interactive Service Hub . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Surveys: Voice of the Customer . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Parature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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.
