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)

Deployment and Go-Live Support

This chapter will help you to understand how to deploy Dynamics 365 Customer Engagement (CE) solutions to another environment. You will learn how the deployment process can be done using manual steps, as well as which tools are available to automate the deployment process. You will also learn about common checklist items for Dynamics 365 CE go-live.

We will then discuss the configuration required before go-live. We will further discuss why we need to have post-go-live support, and what options are available to get post-go-live support.

Finally, you will learn about the maintenance activities required for on-premises Dynamics 365 CE.

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

  • Deploying Dynamics 365 CE solutions
  • Preparing a go-live checklist
  • Configurations required before go-live
  • Post-go-live support
  • Maintaining...