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)

Customizing Dynamics 365 CE

This chapter will help you learn about Dynamics 365 customization features. You will learn about the concept of customization and how to consider reusing existing components instead of creating new entities. You will learn about creating new entities and customizing entity forms, views, and data types. You will also learn about Dynamics 365 Customer Engagement (CE) security. Later, you will learn about customizing dashboards and charts, which will help you to set up business intelligence features for your customers.

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

  • Understanding Dynamics 365 CE customization
  • Understanding solutions
  • Working with entities
  • Setting up security options
  • Changing navigation
  • Customizing dashboards and charts