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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
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
LinkedIn
Nicolae Tarla is an Independent Consultant focused on business transformation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for private and public sectors, at both enterprise and SMB level. With a passion for CRM, he has touched multiple platforms during his career and continues to recommend the best business solutions for clients. He was awarded the Microsoft MVP for four consecutive years. He is actively involved with the leadership team for the local D365UG and participates in organizing the local D365 Saturday events. He continues to share his knowledge through his personal blog and other channels.
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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

Insight by InsideView

Microsoft Dynamics Insight is an add-on provided by Microsoft and powered by InsideView. It is included with Microsoft Dynamics CRM Online with a Professional license, and available as an add-on for Dynamics CRM On-Premise.

Insight is the equivalent of the InsideView for Sales Professionals edition. The functionality is made available in Dynamics CRM through integration with the InsideView platform. This package is available for Dynamics CRM version 4.0 or newer, and is available for both On-Premise and Online.

Insight is a data enriching tool that allows users of Dynamics CRM to validate and enhance their data, as well as generate new leads and close more opportunities.

Once configured, the Insight solution presents data within Dynamics CRM on the Account, Lead, Contact, and Opportunity entities in an iFrame on the actual record form. This makes it easy for users to get access to all the additional data provided by the solution.

Installation and Configuration

Depending...

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Authors (1)

Profile icon Nicolae Tarla
Nicolae Tarla
Nicolae Tarla is an Independent Consultant focused on business transformation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for private and public sectors, at both enterprise and SMB level. With a passion for CRM, he has touched multiple platforms during his career and continues to recommend the best business solutions for clients. He was awarded the Microsoft MVP for four consecutive years. He is actively involved with the leadership team for the local D365UG and participates in organizing the local D365 Saturday events. He continues to share his knowledge through his personal blog and other channels.
Read more
See other products by Nicolae Tarla
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