Microsoft Dynamics Crm 2016 Crack
2021年12月14日Download here: http://gg.gg/x8trf
*Microsoft Dynamics Crm 2016 Crack 64-bit
*Dynamics Crm 2016 Tutorial
Many downloads like Microsoft Dynamics Crm Server 2016 Iso may also include a serial number, cd key or keygen. If this is the case it is usually included in the full crack download archive itself. Otherwise you can try the serial. Welcome MS Dynamics CRM. CRM- Customer Relationship Management MS Dynamics is a product of Microsoft. It’s comes under Dynamics family after MS Dynamics 3.0 version. This product mainly focuses on Sales, Marketing and Service sectors. Dynamics is server-client application so we can access it from browser or outlook. Easy and Reliable Microsoft Microsoft Dynamics CRM Questions and Answers. The Microsoft Microsoft Dynamics CRM questions and answers in our study guides and dumps have been made consciously. Administration Guide for Dynamics CRM 2016.
Microsoft Dynamics CRM was first introduced in 2003 as Microsoft CRM 1.0. It had far fewer functionalities, which focused on the Sales and Service modules. Organizations faced some difficulties as the customization capabilities were limited and the business process were harder to map with the processes in the system. This product targeted the organizations working with relationship management.
After this version, Microsoft launched Dynamics 3.0 in 2005 instead of 2.0. The UI was enhanced and the Marketing module was introduced with this version. The customization capabilities were also increased. The XRM platform was used to create and enhance applications on Dynamics CRM. Due to this, some more features, such as integration with Outlook 2007, integration with Microsoft SQL, and reporting services were possible.
In December 2007, Microsoft introduced Dynamics 4.0, also called Titan. There were no major changes made with the GUI, but many platform changes were made. CRM Online was introduced in North America, which provided customers with the option of hosting the CRM on cloud. It also had improved security features, data importing functionalities, mail merge, and support for operating systems such as Windows 2008 and SQL 2008. This version provided options for selecting multiple currencies and choice of base languages. Plugins and workflows were introduced with this version, which increased the capabilities of the platform.
Microsoft released a beta version, Microsoft Dynamics 2011, in February 2010. The full release was released in February 2011. Features such as charts and dashboards were introduced with this version, which allowed the users to visualize the data in a pictorial format. It provided a 360-degree view of customer profile, which enhanced productivity. Solutions were also introduced in this version.
With the release of Microsoft Dynamics 2013, it was possible to run Microsoft Dynamics CRM on any browser from a tablet device powered by Windows 8 or iOS and any smartphones running Windows Phone 8, Android, or IOS. The popups were also reduced, which was a significant change. Business rules and real-time workflows were introduced in Microsoft Dynamics 2013. This reduced the need to embed code in plugins, thus reducing the customization effort required on the platform.
With the release of Microsoft Dynamics by Microsoft in September 2014, more features, such as Rollup and Calculated fields, one-note integration, themes, pause and resume SLAs, and so on, were introduced. Business rules were enhanced more, and it was now possible to embed more complex logic in the conditions. Business Process Flows didn’t have in-built features, which prevented the movement of stage if some of the mandatory steps were not completed.
In November 2015, Microsoft Dynamics 2016 was released with features such as Word and Excel templates. With this version, it was possible to integrate CRM with other products such as SharePoint, Azure, and Power BI, which provided better cross-selling.
Now that we’ve gone through the history of Microsoft Dynamics CRM and how it evolved during the years, let’s get an overview of Microsoft Dynamics CRM 2016.
The Sales module in Dynamics CRM takes care of the entire sales process and the activities involved in sales. The Sales module has entities such as Contacts, Accounts, Leads, and Opportunity. These entities are used to store the information required in the sales process:
*Account: Account stores the information related to your customers, which can be a company or an organization. It can also contain records of stakeholders, vendors, business partners, or other organizations you interact with.
*Contact: This stores the information related to the people or individuals that are generally your customers or contacts of customers. Contacts are mostly related to a customer. Sometimes, a contact is not linked to any customer. In such cases, they are not related to any account.
*Lead: Leads are the potential customers generated from multiple sources, such as entering them manually, from company website, mails, or from other social media. If the lead is qualified, then they are converted to an opportunity.
*Opportunity: When your customer responds or shows some interest, then your Lead is converted to an Opportunity. An Opportunity can be won or lost.
Generally, the sales life cycle starts with Lead generation. A lead is your potential customer. When an individual or a company shows any interest in your product/service and provides some details for further communication, then it is considered a lead:
The salesperson either manually enters the details of the lead into the CRM or captures the details through mails, websites, phone calls, campaigns, and so on. It requires a lead name (first name and last name) and a topic that describes the lead.
After lead creation, the salesperson does multiple activities to convert it to a customer. This can be done in form of appointments, phone calls, and emails to gather more information about the customer. If the customer gives a positive response, then Lead is qualified to an Opportunity. A contact and an account record is created after lead qualification. If the lead is disqualified, the sales process ends.
Once the lead is qualified, the salesperson gives quotes to the customer. Quotes can be revised multiple times until the customer agrees. Once the customer agrees with the quote, the opportunity is won; otherwise, the opportunity is lost and the sales process ends.
After winning an opportunity, an order is placed and an invoice is created after the order is delivered to the customer.
The marketing module of Dynamics CRM is designed to track all the marketing activities. It mainly consists of Marketing Lists and Campaigns. This module helps in analyzing the marketing efforts, which can be tracked back in the future. The Marketing module keeps track of all the marketing expenses and tracks the Return on Investments(ROI) gained from the marketing efforts.
The marketing life cycle starts with creating Marketing Lists and distributing Campaign to Marketing List. Marketing List is made up of records in accounts, contacts, and leads. One can market new products to the existing customers or contacts and other references:Microsoft Dynamics Crm 2016 Crack 64-bit
The responses from the campaigns are recorded and new leads are generated. After lead generation, marketing executives can pitch your product or service to those leads.
Marketing in Dynamics CRM generally starts with having marketing lists on place. A marketing list is a collection of accounts, contacts, and leads. Marketing lists are created to distribute a campaign.
Marketing lists can be static or dynamic:
*Static list: In a static marketing list, members are added manually.
*Dynamic list: In a dynamic marketing List, members in the list are added using an advanced find. When a new record is created that meets the criteria in the query, then it is also added to the marketing list.
Campaigns are a part of the Marketing module in CRM. Campaigns are conducted for the promotion of products/services provided by the business. It is a coordinated series of steps that includes the promotion of your products/services, which will eventually increase your sell. It is a way of reaching out to customers, building your brand, introducing your product in the market, and having a positive impact on the customers and leads.
Microsoft Dynamics 365 makes things easier as it provides you end-to-end help, from planning different activities to accounting your Return on Investment (ROI) from each campaign.
The Marketing module in Dynamics 365 has Campaigns and Quick Campaigns. Before starting with a Campaign, you need to have your marketing lists in place. A marketing list is made up of leads, accounts, and contacts. So, your campaign will be distributed through marketing lists.
After that, you need to plan your campaign. Planning activities help you with organizing and executing your campaign. CRM has different planning activities that will assist you in planning a campaign.
Dynamics CRM helps you with the following planning activities:
*Organizing a meeting with key stakeholders for a marketing project
*Preparing promotional materials for a campaign
*Creating marketing lists for a target audience
Now let’s talk about campaign activities. While conducting a campaign, you need to perform different activities. In Dynamics 365, campaign activities are distributed into emails, phone calls, appointments, and letters. It is a way of reaching your customers. They are distributed to the members, that is, the accounts, contacts, and leads in marketing lists. You cannot distribute your campaign without having a marketing list associated.
You can also track your financial costs such as allocated budget, miscellaneous costs, and expected revenue.
Response is nothing but interest, in the context of marketing. After organizing a campaign, the responses to the campaign are collected and recorded. The records for responses can be created manually. You can also generate responses through email tracking. These responses generate leads to sell your product.
When you want to complete a campaign in a short duration, you can choose Quick Campaigns. They are a simplified version of campaigns, wherein only a single activity is included. You do not track the entire campaign in this case.
A quick campaign is nothing but distributing a single activity to marketing lists, that is, a distributed list of accounts, contacts, and leads. The duration of a Quick Campaign is short and fast. It does not have any built-in metrics.
Whereas, campaigns are of longer duration. Multiple activities are involved throughout a campaign. You can associate target products, price lists, and sales literature with a campaign. It supports planning and has built-in metrics.
The Service module of Microsoft Dynamics CRM helps you in tracking all the activities performed to provide customer service in your organization. The entities that store the data and information related to services are Case, Knowledge Base, and Contracts.
Once the customer becomes a part of the system, your organization needs to provide support for the product or service you sold. Therefore, the customer may make a phone call to raise an issue regarding the product. The customer service agents will come forward and help the customer with resolving the case. The Service module of Microsoft Dynamics CRM supports the tasks that are necessary for service management.
The Service life cycle starts with case creation. The case is assigned to a customer service representative and the activities are tracked by CRM until the case is resolved:
Activities help you in keeping track of the interactions made with the customers for resolving a case. To resolve a case, a customer service representative may perform multiple activities to converse with the customer. In Microsoft Dynamics CRM, the service activities are categorized into the following:
*Phone call
*Task
*Email
*Appointments
You can convert an email or a phone call to a case.
The Case entity, which is also called ticket in Microsoft Dynamics CRM, pertains to the issues and problems of customers. Therefore, whenever a customer raises an issue, the customer service agent will record it in the form of a case. These cases are routed to service agents in a queue. A case is tracked until it gets resolved.
Before assigning the case, you need to check the customer’s entitlements. Through entitlements, it can be known whether the customer is eligible for a service.
You can also check if there is an existing case in the system; it can then be reopened.
Entitlements are the terms and conditions of the support to be provided. The customer’s support agreement depends on the products and services bought by them. The support level may vary according to the type and cost of the product. Therefore, the information stored in entitlements helps the agent to verify the type and eligibility of service to the customer.
An SLA is associated when an entitlement is added to a case.
SLAs are service level agreements defined for each customer. They define the Key Performance Indicators (KPIs) to attain the service level. KPIs help with warnings to provide support in a timely manner.
Microsoft Dynamics CRM helps you create two different types of SLAs: standard and enhanced. Standard SLAs can only be used with the case entity, while enhanced SLAs are supported by multiple entities in CRM. The following are the entities that support enhanced SLAs:
*Account
*Contact
*Order
*Invoice
*Quote
*Opportunity
*Lead
Customers can purchase a service with the help of service contracts. Service contracts contain information, such as the price of a service for each product, number of calls or minutes to be spent on a customer issue, and the time duration of the contract.
The common problems and issues that occur frequently can be recorded with their solutions in Knowledge Base. Knowledge Base is made up of a library for business information, product guides, data sheets, and other articles with timely and relevant information. This will help the customer service representatives with the required information and help them to resolve issues more efficiently. The articles stored in Knowledge Base are searchable.
The XRM framework defines a strategic approach to customize the out-of-box features available in Microsoft Dynamics CRM to make sure that it implements all the business aspects of a system. The central idea of the XRM framework is to extend the standard functionalities provided in Microsoft Dynamics CRM to suit any business requirement. Businesses could be of varying types, such as public sector, insurance, banking, retail, telecom, and so on.
Owing to the underlying .NET framework, Microsoft Dynamics CRM 2016 provides a very powerful tool that can be easily extended to map any business requirement that is not provided out of the box.
Using the XRM framework, an organizations can achieve the following:
*Increased productivity: Microsoft Dynamics CRM can automate many critical tasks required in any typical organization. This can lead to increased productivity.
*Quicker development cycle: As the core product is already built in, less effort is required in customizing it to suit the end client.
Using the XRM framework, we can create and customize the following components:
*Mapping the entities: Using entity mapping, you can copy certain values from a record to an associated record. For example, if you create an opportunity from a lead, you can map the existing values from the lead to the opportunity.
*Creating custom fields: Microsoft Dynamics CRM allows users to create attributes of different types. In Microsoft Dynamics CRM 2016, an attribute can be of the following data types:
*Single line of text: A string representation.
*Option set: An attribute that can have values among a picklist.
*Two options: An attribute that can have only two possible values.
*Image: An attribute to which we can upload an image.
*Whole number: An attribute that can acquire an integer value.
*Floating point number: An attribute that can assume a float value. It is similar to decimal and is generally used when we are not much concerned with accuracy after the decimal point.
*Decimal number: An attribute that can assume a decimal value.
*Currency: An attribute that can assume a money-related value.
*Multiple lines of text: A multiline string representation, for example, the description of a book.
*Date and time: An attribute that can assume a date-time value, for example the date of a class.
*Lookup: An attribute that links two different entities.
*Customer: An attribute that links the entity to an account or a customer.
*Defining relationships between entities: Entity relationships define how two different entities can be related to one another. There are three types of relations possible between entities: 1:N, N:1, and N:N.
*Forms: Microsoft Dynamics CRM provides several types of forms that could be utilized for different purposes. The following are the available form types:
*Main form: This is the main web form, which is opened when the user navigates to a record. This form provides the main user interface for interacting with an entity data.
*Quick create form: This form can be configured for data entry by the user.
*Quick view form: This is a form that can be configured on the main forms of entities that exhibit a 1:N relationship with the current entity.
*Mobile form: Users browsing the Microsoft Dynamics CRM site form mobile devices fill the mobile form.
*Views: The following are the main views that are present for any entity:
*Active records: This view shows the active records of an entity
*Inactive records: This view shows the inactive records of an entity
*Associated records view: This view shows the associated records (N:1 and N:N) of this entity with the other entities
*Lookup view: This view appears on the 1: N control
*Advanced find view: This view allows users to create queries, and save and export the results
Microsoft Dynamics CRM 2016 provides some advanced features that provide ways to enhance the analytics experience using other Microsoft products.
In Microsoft Dynamics CRM 2016, two new features have been introduced to provide standardized documents for analytics. These two features integrate to the Microsoft Office suite of applications. They are described in further detail in the following subsections.
Word templates provide means to create reusable templates in Microsoft Word and then save them to Microsoft Dynamics CRM 2016. These Word templates can then be used to generate standardized Word documents based on the CRM data. The following table describes the supported versions of Word that can be used to generate or open a document generated via the Word template feature of Microsoft Dynamics CRM 2016.
Just like Word templates, a user can also generate Excel templates in Microsoft Dynamics CRM. The only main difference between Word and Excel t
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*Microsoft Dynamics Crm 2016 Crack 64-bit
*Dynamics Crm 2016 Tutorial
Many downloads like Microsoft Dynamics Crm Server 2016 Iso may also include a serial number, cd key or keygen. If this is the case it is usually included in the full crack download archive itself. Otherwise you can try the serial. Welcome MS Dynamics CRM. CRM- Customer Relationship Management MS Dynamics is a product of Microsoft. It’s comes under Dynamics family after MS Dynamics 3.0 version. This product mainly focuses on Sales, Marketing and Service sectors. Dynamics is server-client application so we can access it from browser or outlook. Easy and Reliable Microsoft Microsoft Dynamics CRM Questions and Answers. The Microsoft Microsoft Dynamics CRM questions and answers in our study guides and dumps have been made consciously. Administration Guide for Dynamics CRM 2016.
Microsoft Dynamics CRM was first introduced in 2003 as Microsoft CRM 1.0. It had far fewer functionalities, which focused on the Sales and Service modules. Organizations faced some difficulties as the customization capabilities were limited and the business process were harder to map with the processes in the system. This product targeted the organizations working with relationship management.
After this version, Microsoft launched Dynamics 3.0 in 2005 instead of 2.0. The UI was enhanced and the Marketing module was introduced with this version. The customization capabilities were also increased. The XRM platform was used to create and enhance applications on Dynamics CRM. Due to this, some more features, such as integration with Outlook 2007, integration with Microsoft SQL, and reporting services were possible.
In December 2007, Microsoft introduced Dynamics 4.0, also called Titan. There were no major changes made with the GUI, but many platform changes were made. CRM Online was introduced in North America, which provided customers with the option of hosting the CRM on cloud. It also had improved security features, data importing functionalities, mail merge, and support for operating systems such as Windows 2008 and SQL 2008. This version provided options for selecting multiple currencies and choice of base languages. Plugins and workflows were introduced with this version, which increased the capabilities of the platform.
Microsoft released a beta version, Microsoft Dynamics 2011, in February 2010. The full release was released in February 2011. Features such as charts and dashboards were introduced with this version, which allowed the users to visualize the data in a pictorial format. It provided a 360-degree view of customer profile, which enhanced productivity. Solutions were also introduced in this version.
With the release of Microsoft Dynamics 2013, it was possible to run Microsoft Dynamics CRM on any browser from a tablet device powered by Windows 8 or iOS and any smartphones running Windows Phone 8, Android, or IOS. The popups were also reduced, which was a significant change. Business rules and real-time workflows were introduced in Microsoft Dynamics 2013. This reduced the need to embed code in plugins, thus reducing the customization effort required on the platform.
With the release of Microsoft Dynamics by Microsoft in September 2014, more features, such as Rollup and Calculated fields, one-note integration, themes, pause and resume SLAs, and so on, were introduced. Business rules were enhanced more, and it was now possible to embed more complex logic in the conditions. Business Process Flows didn’t have in-built features, which prevented the movement of stage if some of the mandatory steps were not completed.
In November 2015, Microsoft Dynamics 2016 was released with features such as Word and Excel templates. With this version, it was possible to integrate CRM with other products such as SharePoint, Azure, and Power BI, which provided better cross-selling.
Now that we’ve gone through the history of Microsoft Dynamics CRM and how it evolved during the years, let’s get an overview of Microsoft Dynamics CRM 2016.
The Sales module in Dynamics CRM takes care of the entire sales process and the activities involved in sales. The Sales module has entities such as Contacts, Accounts, Leads, and Opportunity. These entities are used to store the information required in the sales process:
*Account: Account stores the information related to your customers, which can be a company or an organization. It can also contain records of stakeholders, vendors, business partners, or other organizations you interact with.
*Contact: This stores the information related to the people or individuals that are generally your customers or contacts of customers. Contacts are mostly related to a customer. Sometimes, a contact is not linked to any customer. In such cases, they are not related to any account.
*Lead: Leads are the potential customers generated from multiple sources, such as entering them manually, from company website, mails, or from other social media. If the lead is qualified, then they are converted to an opportunity.
*Opportunity: When your customer responds or shows some interest, then your Lead is converted to an Opportunity. An Opportunity can be won or lost.
Generally, the sales life cycle starts with Lead generation. A lead is your potential customer. When an individual or a company shows any interest in your product/service and provides some details for further communication, then it is considered a lead:
The salesperson either manually enters the details of the lead into the CRM or captures the details through mails, websites, phone calls, campaigns, and so on. It requires a lead name (first name and last name) and a topic that describes the lead.
After lead creation, the salesperson does multiple activities to convert it to a customer. This can be done in form of appointments, phone calls, and emails to gather more information about the customer. If the customer gives a positive response, then Lead is qualified to an Opportunity. A contact and an account record is created after lead qualification. If the lead is disqualified, the sales process ends.
Once the lead is qualified, the salesperson gives quotes to the customer. Quotes can be revised multiple times until the customer agrees. Once the customer agrees with the quote, the opportunity is won; otherwise, the opportunity is lost and the sales process ends.
After winning an opportunity, an order is placed and an invoice is created after the order is delivered to the customer.
The marketing module of Dynamics CRM is designed to track all the marketing activities. It mainly consists of Marketing Lists and Campaigns. This module helps in analyzing the marketing efforts, which can be tracked back in the future. The Marketing module keeps track of all the marketing expenses and tracks the Return on Investments(ROI) gained from the marketing efforts.
The marketing life cycle starts with creating Marketing Lists and distributing Campaign to Marketing List. Marketing List is made up of records in accounts, contacts, and leads. One can market new products to the existing customers or contacts and other references:Microsoft Dynamics Crm 2016 Crack 64-bit
The responses from the campaigns are recorded and new leads are generated. After lead generation, marketing executives can pitch your product or service to those leads.
Marketing in Dynamics CRM generally starts with having marketing lists on place. A marketing list is a collection of accounts, contacts, and leads. Marketing lists are created to distribute a campaign.
Marketing lists can be static or dynamic:
*Static list: In a static marketing list, members are added manually.
*Dynamic list: In a dynamic marketing List, members in the list are added using an advanced find. When a new record is created that meets the criteria in the query, then it is also added to the marketing list.
Campaigns are a part of the Marketing module in CRM. Campaigns are conducted for the promotion of products/services provided by the business. It is a coordinated series of steps that includes the promotion of your products/services, which will eventually increase your sell. It is a way of reaching out to customers, building your brand, introducing your product in the market, and having a positive impact on the customers and leads.
Microsoft Dynamics 365 makes things easier as it provides you end-to-end help, from planning different activities to accounting your Return on Investment (ROI) from each campaign.
The Marketing module in Dynamics 365 has Campaigns and Quick Campaigns. Before starting with a Campaign, you need to have your marketing lists in place. A marketing list is made up of leads, accounts, and contacts. So, your campaign will be distributed through marketing lists.
After that, you need to plan your campaign. Planning activities help you with organizing and executing your campaign. CRM has different planning activities that will assist you in planning a campaign.
Dynamics CRM helps you with the following planning activities:
*Organizing a meeting with key stakeholders for a marketing project
*Preparing promotional materials for a campaign
*Creating marketing lists for a target audience
Now let’s talk about campaign activities. While conducting a campaign, you need to perform different activities. In Dynamics 365, campaign activities are distributed into emails, phone calls, appointments, and letters. It is a way of reaching your customers. They are distributed to the members, that is, the accounts, contacts, and leads in marketing lists. You cannot distribute your campaign without having a marketing list associated.
You can also track your financial costs such as allocated budget, miscellaneous costs, and expected revenue.
Response is nothing but interest, in the context of marketing. After organizing a campaign, the responses to the campaign are collected and recorded. The records for responses can be created manually. You can also generate responses through email tracking. These responses generate leads to sell your product.
When you want to complete a campaign in a short duration, you can choose Quick Campaigns. They are a simplified version of campaigns, wherein only a single activity is included. You do not track the entire campaign in this case.
A quick campaign is nothing but distributing a single activity to marketing lists, that is, a distributed list of accounts, contacts, and leads. The duration of a Quick Campaign is short and fast. It does not have any built-in metrics.
Whereas, campaigns are of longer duration. Multiple activities are involved throughout a campaign. You can associate target products, price lists, and sales literature with a campaign. It supports planning and has built-in metrics.
The Service module of Microsoft Dynamics CRM helps you in tracking all the activities performed to provide customer service in your organization. The entities that store the data and information related to services are Case, Knowledge Base, and Contracts.
Once the customer becomes a part of the system, your organization needs to provide support for the product or service you sold. Therefore, the customer may make a phone call to raise an issue regarding the product. The customer service agents will come forward and help the customer with resolving the case. The Service module of Microsoft Dynamics CRM supports the tasks that are necessary for service management.
The Service life cycle starts with case creation. The case is assigned to a customer service representative and the activities are tracked by CRM until the case is resolved:
Activities help you in keeping track of the interactions made with the customers for resolving a case. To resolve a case, a customer service representative may perform multiple activities to converse with the customer. In Microsoft Dynamics CRM, the service activities are categorized into the following:
*Phone call
*Task
*Appointments
You can convert an email or a phone call to a case.
The Case entity, which is also called ticket in Microsoft Dynamics CRM, pertains to the issues and problems of customers. Therefore, whenever a customer raises an issue, the customer service agent will record it in the form of a case. These cases are routed to service agents in a queue. A case is tracked until it gets resolved.
Before assigning the case, you need to check the customer’s entitlements. Through entitlements, it can be known whether the customer is eligible for a service.
You can also check if there is an existing case in the system; it can then be reopened.
Entitlements are the terms and conditions of the support to be provided. The customer’s support agreement depends on the products and services bought by them. The support level may vary according to the type and cost of the product. Therefore, the information stored in entitlements helps the agent to verify the type and eligibility of service to the customer.
An SLA is associated when an entitlement is added to a case.
SLAs are service level agreements defined for each customer. They define the Key Performance Indicators (KPIs) to attain the service level. KPIs help with warnings to provide support in a timely manner.
Microsoft Dynamics CRM helps you create two different types of SLAs: standard and enhanced. Standard SLAs can only be used with the case entity, while enhanced SLAs are supported by multiple entities in CRM. The following are the entities that support enhanced SLAs:
*Account
*Contact
*Order
*Invoice
*Quote
*Opportunity
*Lead
Customers can purchase a service with the help of service contracts. Service contracts contain information, such as the price of a service for each product, number of calls or minutes to be spent on a customer issue, and the time duration of the contract.
The common problems and issues that occur frequently can be recorded with their solutions in Knowledge Base. Knowledge Base is made up of a library for business information, product guides, data sheets, and other articles with timely and relevant information. This will help the customer service representatives with the required information and help them to resolve issues more efficiently. The articles stored in Knowledge Base are searchable.
The XRM framework defines a strategic approach to customize the out-of-box features available in Microsoft Dynamics CRM to make sure that it implements all the business aspects of a system. The central idea of the XRM framework is to extend the standard functionalities provided in Microsoft Dynamics CRM to suit any business requirement. Businesses could be of varying types, such as public sector, insurance, banking, retail, telecom, and so on.
Owing to the underlying .NET framework, Microsoft Dynamics CRM 2016 provides a very powerful tool that can be easily extended to map any business requirement that is not provided out of the box.
Using the XRM framework, an organizations can achieve the following:
*Increased productivity: Microsoft Dynamics CRM can automate many critical tasks required in any typical organization. This can lead to increased productivity.
*Quicker development cycle: As the core product is already built in, less effort is required in customizing it to suit the end client.
Using the XRM framework, we can create and customize the following components:
*Mapping the entities: Using entity mapping, you can copy certain values from a record to an associated record. For example, if you create an opportunity from a lead, you can map the existing values from the lead to the opportunity.
*Creating custom fields: Microsoft Dynamics CRM allows users to create attributes of different types. In Microsoft Dynamics CRM 2016, an attribute can be of the following data types:
*Single line of text: A string representation.
*Option set: An attribute that can have values among a picklist.
*Two options: An attribute that can have only two possible values.
*Image: An attribute to which we can upload an image.
*Whole number: An attribute that can acquire an integer value.
*Floating point number: An attribute that can assume a float value. It is similar to decimal and is generally used when we are not much concerned with accuracy after the decimal point.
*Decimal number: An attribute that can assume a decimal value.
*Currency: An attribute that can assume a money-related value.
*Multiple lines of text: A multiline string representation, for example, the description of a book.
*Date and time: An attribute that can assume a date-time value, for example the date of a class.
*Lookup: An attribute that links two different entities.
*Customer: An attribute that links the entity to an account or a customer.
*Defining relationships between entities: Entity relationships define how two different entities can be related to one another. There are three types of relations possible between entities: 1:N, N:1, and N:N.
*Forms: Microsoft Dynamics CRM provides several types of forms that could be utilized for different purposes. The following are the available form types:
*Main form: This is the main web form, which is opened when the user navigates to a record. This form provides the main user interface for interacting with an entity data.
*Quick create form: This form can be configured for data entry by the user.
*Quick view form: This is a form that can be configured on the main forms of entities that exhibit a 1:N relationship with the current entity.
*Mobile form: Users browsing the Microsoft Dynamics CRM site form mobile devices fill the mobile form.
*Views: The following are the main views that are present for any entity:
*Active records: This view shows the active records of an entity
*Inactive records: This view shows the inactive records of an entity
*Associated records view: This view shows the associated records (N:1 and N:N) of this entity with the other entities
*Lookup view: This view appears on the 1: N control
*Advanced find view: This view allows users to create queries, and save and export the results
Microsoft Dynamics CRM 2016 provides some advanced features that provide ways to enhance the analytics experience using other Microsoft products.
In Microsoft Dynamics CRM 2016, two new features have been introduced to provide standardized documents for analytics. These two features integrate to the Microsoft Office suite of applications. They are described in further detail in the following subsections.
Word templates provide means to create reusable templates in Microsoft Word and then save them to Microsoft Dynamics CRM 2016. These Word templates can then be used to generate standardized Word documents based on the CRM data. The following table describes the supported versions of Word that can be used to generate or open a document generated via the Word template feature of Microsoft Dynamics CRM 2016.
Just like Word templates, a user can also generate Excel templates in Microsoft Dynamics CRM. The only main difference between Word and Excel t
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