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)

Configuring Your Dynamics 365 CE Organization

This chapter will help you learn about the Dynamics 365 configuration options available in Dynamics 365 CE for individuals and administrators. You will learn which of the options can be configured for individual users, and which are the configurations that can be done by the admin user. You will learn the different configuration options available under the business management and service management settings. You will also learn about the data management capabilities of Dynamics 365 CE. Finally, you will learn how to set up SharePoint integration for Dynamics 365 CE.

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

  • Understanding Dynamics 365 CE configuration
  • Configuring personal settings options
  • Configuring administration settings
  • Configuring business management settings
  • Configuring service management settings...