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)

Summary

In this chapter, we learned about extending Dynamics 365 CE. We learned about the different layers of the Dynamics 365 CE platform and how to extend them. We learned about implementing client-side code using the Web API and writing form and field event scripts using web resources. Later, we discussed the options for writing server-side code. We also discussed plugin development details and how to deploy a plugin assembly. Finally, we discussed how to debug plugin code if there are any issues in it. This chapter should help you develop solutions for Dynamics 365 CE if some customer requirements can't be mapped with out-of-the-box features.

In the next chapter, we will discuss the integration options for Dynamics 365 CE. We will also discuss how we can integrate Dynamics 365 CE with other applications, such as Microsoft Flow and PowerApps using connectors.

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