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)

Implementation Methodology

This chapter will help you to understand what a project is and how we can manage one. Here, you will learn high-level project management activities. In addition to this, we will discuss project management methodologies and why we need them. We will also learn about different, commonly used project management methodologies such as Waterfall, Agile, Scrum, Feature Driven Development, DevOps, and Microsoft Sure Step and their phases. Once you have an idea about project management methodology, we will discuss the main questions that you need to consider when deciding which methodology is best suited for your Dynamics 365 CE implementation.

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

  • Understanding project management
  • Understanding project management methodologies
  • Choosing a methodology for Dynamics 365 CE