Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By: Deepesh Somani

Overview of this book

Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.
Table of Contents (21 chapters)
Free Chapter
1
Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
6
Section 2: Understanding Customization and App Design
7
Designing Unified Interface Apps
10
Section 3: Development Enhancements and Code Improvements in Dynamics 365
16
Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Creating a business process flow

The following steps show how to create a new business process flow for an entity:

  1. Navigate to the solution section and open the solution where you want to create the business process flow. After opening the solution, navigate to the Processes section:
  1. Click on the New button. It should open a new window for creating the basic details of the process. Note that, as we are discussing the implementation of a business process flow, we will make the Category of the process Business Process Flow. You must select the entity for which the process flow needs to be configured. As discussed, this is the main entity that the process flow will run against:

As shown in the previous screenshot, you can also decide the device on which the process flow should appear. After you enter all the information and click OK, a window should open, where you can enter...