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Microsoft Dynamics Crm 2016 Product Key
- Length: 402 pages
- Edition: 1
- Language: English
- Publisher: Packt Publishing
- Publication Date: 2017-11-28
- ISBN-10: 1786466619
- ISBN-13: 9781786466617
- Sales Rank: #1702234 (See Top 100 Books)
Mastering Microsoft Dynamics CRM 2016: An advanced guide for effective Dynamics CRM customization and development
This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications
About This Book
- 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 the Web
- Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently
- Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016
Who This Book Is For
This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial.
What You Will Learn
- Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations
- Learn about the XRM framework of Dynamics CRM 2016 and leverage its features
- Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM
- Get an enhanced Dynamics CRM analytics experience with Word and Excel templates
- Develop client-side applications using JavaScript and Web API
- How to develop plugins and workflows using Dynamics CRM 2016
- Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016
In Detail
Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert.
The book starts with a brief overview of the functional features and then introduces the latest features 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 as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios.
Style and approach
This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM.
Table of Contents
Chapter 1. History of Dynamics CRM
Chapter 2. Working with Sales
Chapter 3. Working with Services
Chapter 4. Working with Marketing
Chapter 5. Working with the XRM Framework
Chapter 6. Analytics with CRM
Chapter 7. Workflow Development with Dynamics CRM
Chapter 8. Client-Side Scripting
Chapter 9. Enhancements for Mobile
Chapter 10. Plugin Development with Dynamics CRM
Chapter 11. Business Process Flows and Business Rules
Chapter 12. New Features in CRM 2016
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Microsoft Dynamics Crm 2016 Keygen Download
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Have you ever moved? I’m not talking about leaving your parents’ house for the first time, but a real move! A family of 4 move! It’s one of those events in life that can go really well… or really bad. Depending on how you prepared for this big move, it could go either way! Hopefully, I’m addressing this blog to a very organized person. Someone who thinks before they act, and someone who plans ahead before going through a big change. When Microsoft announced the launch and transitionor migration to the Dynamics 365 platform in late 2016, they had customers feeling like they were planning a move! There was excitement, but there was also anxiety. Don’t worry. Since I’ve already completed a few upgrades with reasonable ease for my clients, I was able to lay out a pattern to guide you through this upgrade.
I’ve come to realize that the best way to make the transition from Microsoft Dynamics 2016 to Dynamics 365 was to plan ahead and be organized. Essentially the preparation and organization has to happen at two different levels: the end user and the system administrator working in pair with the Microsoft partner.
Learn more on how to manage your business with Dynamics 365
Preparing the End User for the Migration
Preparing the end users for the migration would be the equivalent of announcing to your family, and mostly your kids, that you’re moving. You have to think about how you’ll convey your message to them and make sure you’ll add enough positive points and excitement that they get on board with the big move right away.
Many Microsoft Dynamics CRM 2016 clients might have just completed their transition from Dynamics CRM 2015 to Dynamics 2016. Being faced with another major upgrade is bound to create concerns. Typical concerns include “Does the upgrade require the already existing major customizations to be recoded or reconfigured” and “Is the upgrade really required and will it take a major effort to adopt this new platform?” The good news is that most of the update process is handled by Microsoft and is likely to be uneventful.
How You Can Help Your End Users
It is a recommended best practice to notify users that the system will be unavailable during the scheduled update. Help and training videos and walkthroughs can be distributed to familiarize users with the new experience. It is recommended that you train your users as part of the upgrade process, especially with areas of the user interface that may have changed. This is also a good opportunity to provide general refresher training and update training on best practices for using Microsoft Dynamics CRM. Think of it as taking a few nights to spend time with your kids looking on the internet for new attractions and activities that will be located near your new house!
Introducing Your Partner
This migration is a big step, but having help from a Microsoft partner will make the whole process a lot easier. A Microsoft partner’s role is vital in ensuring that the transition is a pre-planned activity rather than a reactive intervention. Simply put, some predefined activities need to be done, although major issues are not likely to arise during this transition. However, hiring a partner to work with the internal teams is highly recommended by Microsoft. It’s a definite benefit, because Dynamics 365 is a major opportunity.
Click here to sign up to our partner program and start reselling Dynamics 365 in less than 10 minutes
Putting Your System Administrator and Microsoft Partner on the Same Team
Having those two working together is the equivalent of you preparing your move. You have to organize transportation, find a new job and a new school for the kids. It’s coordinating everything behind the scenes that is really important (for the end users).
Step 1: Scheduling a migration timeline and tracking the upgrade events. It’s critical that you track all communications from Microsoft and act on them. The Microsoft partner can help in developing and rolling out the plan. Tracking success and failure notifications as Microsoft tests the CRM account and applications will ensure that you stay on course.
Step 2: Many clients who are on Office 365 with the old Dynamics CRM licenses will have to transfer Dynamics 365 licenses to their users at some point. Manually removing and assigning the new Dynamics 365 licenses for a limited group of users is fairly easy. If there are a lot of users, a Microsoft Dynamics partner can help develop and deploy scripts that will remove and reallocate the Dynamics 365 licenses for each user.
Step 3: The December 2016 Update for Dynamics 365 (online and on-premises) contains updates that you must configure manually. These include the Portal, Field Services, and Project Service products. The customer has to install the solution from the Office 365 portal andmust be opted in to receive the product updates.
Step 4: A Microsoft Dynamics CRM partner can identify any potential issues that, if not addressed, could cause the upgrade to fail. These include unsupported customizations or incompatible third-party solutions. Have the Microsoft Dynamics partner confirm that Microsoft Dynamics CRM 365 is compatible with your current software. An early sandbox test is needed to identify issues beforehand. Creating the correct non-production CRM sandbox instance is the key to enable testing and corrections. Early detection will ensure that corrections can be made and that the application works without glitches in the new Dynamics 365 environment. Also, some cases that need corrections will require testing the integration calls made by external applications on Dynamics 2016. Correcting them and upgrading the plugging and SDK versions used by the customizations should fix most of the bugs that may arise in the Dynamics 365 sandbox environment. The partner will create and configure the test environment to replicate your production environment. Integration with other systems, can also be replicated with test versions of those systems. The sandbox test environment can be used to perform technical and user testing prior to upgrading the production environment to Dynamics 365. Alternatively, the Exchange Server can be disabled and notifications can be tracked in the email entity.
Microsoft Dynamics Crm 2016 Trial Key
Also note that as a good practice, you should consider removing all the email addresses for leads, customers, and users in the test environment. It should be done in such a way that any functionality being tested, such as workflow processes that may send email communications, do not send any communications generated by the testing to your leads, customers, and users. A decision needs to be made about phone numbers, as well, if you’re using any processes that send SMS messages.
Want more information on what a partnership with Sherweb looks like? Check out our InfoKit.
The Big Dynamics 365 Opportunity
Most of my clients have turned the upgrade to Dynamics 365 into an opportunity to create additional value and functionalities. Identifying these opportunities can instantly deliver great benefits that would have otherwise taken major time and effort. Many new features that the Dynamics 365 platform offers can increase effectiveness almost immediately. You can also audit and remove functionalities that are no longer used and explore whether a process improvement can be done at the same time.
To conclude, Dynamics 365 is a brand-new approach for delivering business solutions, powered by a common data model across applications. Mobility enablement through power apps, and a host of business intelligence utilities have also been integrated. If you plan and prepare your migration with a Microsoft Dynamics partner, your company will be able to leverage all the new features of Dynamics 365 and be more productive. I can promise you, that big move will be the best one you’ve ever made!
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To help bridge this gap, and specifically to help SMB-focused CRM partners maintain momentum, Microsoft are making several offers available at a reduced price for a limited time.