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)

Business Intelligence and Reporting

This chapter will help you to understand more about the business intelligence capabilities of Dynamics 365 CE. You will learn how to create reports using the Dynamics 365 Report Wizard. You will also learn how to create custom reports using Visual Studio. We will discuss how to add parameter and filtering capabilities in an SQL Server Reporting Services (SSRS) report. Later on in this chapter, we will discuss how to deploy an SSRS report to Dynamics 365 CE. Lastly, you will learn about connecting to Dynamics 365 CE from Power BI. You will also learn about using Power BI Desktop and Power BI online to create reports and dashboards, which will later be deployed to Dynamics 365 CE.

The main topics that we are going to cover in this chapter are as follows:

  • Dynamics 365 CE BI capabilities
  • Dynamics 365 CE reporting options
  • Using the Report Wizard...