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)

Understanding Dynamics 365 CE configuration

Once you have bought your Dynamics 365 CE subscription or set up a 30-day trial, you need to change the behavior of Dynamics 365 CE based on your requirements. Dynamics 365 configuration refers to the settings that can be changed using the Dynamics 365 CE application itself. We don't need to use any external tools to configure these settings. All of the system-level configurations are done from the Settings area. If you are using the classical web client interface, then you can navigate to Settings from the top navigation bar; but if you are using the Unified Interface client, then you can navigate to the Settings area using the Advanced Settings options, as shown in the following screenshot:

Keep in mind you can only configure settings if you have the required permissions. You need to have a System Customizer or System Administrator...