Chapter 2. The Dynamics CRM Application Structure
In the previous chapter, we described how to get a Dynamics CRM Online environment up and running, configure your Outlook to integrate with this environment, and add an Office 365 E3 Trial. With this environment available now, we can start to look at some of the components of this system. We will investigate the modules that are, as default, a part of Microsoft Dynamics CRM, and the features of each of these modules.
This chapter is structured around four main categories. They are:
- The Dynamics CRM modules
- Dynamics CRM application elements
- The extensibility options
- Application Navigation
Microsoft Dynamics CRM is Microsoft's platform for Customer Relationship Management. This system allows a company to manage interactions with current and future potential customers. Usually, a CRM system is part of a bigger picture, involving customer service, customer experience, customer retention, and other aspects. The CRM platform fits into...