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Microsoft Dynamics CRM 2016 Customization

You're reading from   Microsoft Dynamics CRM 2016 Customization Use a no-code approach to create powerful business solutions using Dynamics CRM 2016

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Product type Paperback
Published in May 2016
Publisher Packt
ISBN-13 9781785881510
Length 374 pages
Edition 2nd Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (8) Chapters Close

Preface 1. Getting Started 2. The Dynamics CRM Application Structure FREE CHAPTER 3. Dynamics CRM Customization 4. Building Better Business Functionality 5. Dynamics CRM – Additional Features 6. Dynamics CRM Administration Index

Excel Enhanced Integration


The tight integration with the Office suite of applications has always been one of the strengths of this platform. Each new version built on top of existing features, adding new ways to interact, bringing the tools closer to the platform, and making the platform into a core service for the client applications.

With Microsoft Dynamics CRM 2016, the Excel integration has been greatly enhanced furthermore. While we had the ability to export data to Excel for further analysis, and to have the data ready for reimport in a blink of an eye, with the tight integration with Office 365, now client applications can be substituted by the online versions. For details on the online apps, see the main Office landing page at https://www.office.com/.

With these capabilities, now we can render Excel data directly in a record in Microsoft Dynamics CRM. When working with Excel, instead of spending time and clicks switching between applications, a system user can stay on the same record...

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