Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Mahender Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Mahender Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

Setting up a Dynamics 365 online trial

To experience Dynamics 365 CE capabilities and test its features, we can set up a quick 30-day trial. To set up the trial, follow these steps:

  1. Open your browser and go to the following link:
  2. On the page that opens, select your country. Based on this information, your Dynamics 365 CE organization will be hosted on the nearest Azure datacenter. For this example, I have selected India. Fill out the rest of the details that are required, as shown in the following screenshot, and click Next:
  1. On the next screen, enter your admin user and organization details. Your Dynamics 365 CE organization will use this user as the admin. You can add other users that. After that, click on the Create my...