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)

Configuring personal settings options

Dynamics 365 CE lets users configure Dynamics 365 CE, to give them a personalized experience. They can set up their personal settings based on their individual requirements. These settings are applicable to the current user only. If we want to change these settings for the whole organization, we can change them from the System Settings. We will be discussing System Settings in the Configuring administration settings section. If you are using the classical web client interface, you can access personal settings via the settings gear on the navigation bar and select Options from the dropdown. If you are using the Unified Interface client, then you can use the Personalization Settings option from the dropdown.

Let's discuss in detail the options available under the Personalization Settings option.

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