The successful implementation of any Dynamics 365 CE project depends on how much the end user knows about the new system. End user training is one of the keys to the successful implementation of Dynamics 365 CE. End user training makes users more comfortable when using Dynamics 365 CE in production. The more they use Dynamics 365 CE for their day-to-day activities, the more the Dynamics 365 CE implementation will be considered successful. The most common reason for Dynamics 365 CE implementation failure is not using the Dynamics 365 CE application for day-to-day activities, and this could be for many reasons, such as lack of proper training, the slowness of the application, or performance issues. We'll talk about user training in more detail the next section.
Implementing Microsoft Dynamics 365 Customer Engagement
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Implementing Microsoft Dynamics 365 Customer Engagement
By:
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.
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Table of Contents (14 chapters)
Preface
Introduction to Dynamics 365 CE
Free Chapter
Implementation Methodology
Requirement Gathering and Analysis
Preparing Functional and Technical Design Documents
Configuring Your Dynamics 365 CE Organization
Customizing Dynamics 365 CE
Extending Dynamics 365 CE
Integrating Dynamics 365 CE with Other Applications
Business Intelligence and Reporting
Testing and User Training Planning
Migration and Upgrade
Deployment and Go-Live Support
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