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In addition, we can integrate this platform with other applications to create a seamless solution.īeing the only available CRM platform on the market today, Microsoft Dynamics CRM 2016 is one of the fastest growing, gaining large acceptance at all levels, from small to mid-size and enterprise-level organizations. This platform offers users the ability to integrate and connect data across their sales, marketing, and customer service activities, and to give staff an overall 360-degree view of all interactions and activities as they relate to a specific customer.Īlong with the standard platform functionality provided, we have a wide range of customization options, allowing us to extend and further customize solutions to solve a majority of other business requirements. The following topics will be covered in this chapter:ĭynamics CRM 2016 is the current version of the popular Customer Relationship Management platform offered by Microsoft.
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This approach will give us 30-day trial to experiment with an environment for free. We will create a new environment, based on a Microsoft Dynamics CRM Online trial. In this chapter, we'll first look at the environment we need to complete the examples presented in the book. From the standard on-premise deployment to a private cloud, or an online cloud offering from Microsoft, the choice depends on each customer, their type of project, and a large number of requirements, policies, and legal restrictions. It is being offered in a variety of deployment scenarios. CRM systems, in general, are taking a central place in the new organizational initiatives.ĭynamics CRM is Microsoft's response to a growing trend.
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Some of the drivers for this market are the need to enhance customer experience, provide faster and better services, and adapting to the customer's growing digital presence. The Customer Relationship Management ( CRM) market has seen a huge uptake in the last few years.
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Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
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We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. You will find out how to customize CRM for sales, service, marketing, and social. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. These features add many dimensions to customization. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. Want to learn more about CRM mobility? How about a glimpse into a day-in-the-life-of scenario highlighting these and many more new exclusive Dynamics CRM Mobile 2016 features? Check out our recorded webinar from our Mobile Solutions Practice, Why Go Mobile with CRM 2016.Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. All specified or custom entity colors carry over to mobile navigation.īelow are a several "colorful" examples of some themes and entity colors applied to a mobile experience: Custom mobile controls adopt the process flow control color on mobile forms.ģ. The navigation bar color is now carried over to the CRM for phones app.Ģ. There are three new ways that you can use color in CRM Mobile apps:ġ.
Today we are happy to report that in Microsoft Dynamics CRM 2016, the theme colors now carry over into the Mobile clients, too, which increases user familiarity and adds your brand look and feel to your mobile CRM experience! With Themes, organizations have the ability to uniquely brand their CRM system using colors, imagery, and more.
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As we mentioned in a previous blog post, Microsoft Dynamics CRM 2015 Online Update 1 introduced a brand new feature, CRM Themes. These features increase the user experience for Microsoft Dynamics CRM apps for both tablet and phone users. Microsoft Dynamics CRM 2016 includes some great new features designed to optimize and address some of the user adoption issues previously found on mobile. Working on the go presents a unique set of benefits and challenges.
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