Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: 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)

Migration and Upgrade

This chapter will help you to get to know the options for upgrading to Dynamics 365 Customer Engagement (CE) from earlier versions. We will discuss different upgrade activities that you need to perform and what the different paths that you can take to upgrade are. We will discuss what we need to review in our current Dynamics Customer Relationship Management (CRM) version in order to upgrade it to Dynamics 365 CE. We will also discuss how to upgrade our Dynamics CRM solutions and code to make them compatible with Dynamics 365 CE. Finally, we will discuss data migration options for Dynamics 365 CE. You will learn about using the out-of-the-box data import wizard and using the SQL Server Integration Services (SSIS) Integration Toolkit from KingswaySoft to import data into Dynamics 365 CE.

The main topics that we are going to discuss in this chapter are as follows...