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 solutions

Before doing any customization for Dynamics 365 CE, it is very important to understand where we can keep our customized components. A solution acts as a container for Dynamics 365 CE components. All of the components that we see in Dynamics 365 CE are a part of the solution, which is known as a default or a base solution. When you are connected to your Dynamics 365 CE application, if you navigate to make.powerapps.com, which is a new way to access and modify your solutions, you can see the default solution for your organization, as shown in the following screenshot:

To customize the system, the language must match the base language. We cannot customize the system in another language.

You can double-click on Default Solution to see all the components it has. We can use the filter dropdown to see only a specific type of solution component, such as the following...