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)

Using Report Wizard

Report Wizard is an easy way to develop reports in Dynamics 365 CE. It provides an option to create a report by following multi-screen steps.

To create a report we can navigate, we can take the following steps:

  1. Navigate to Reports and click on the New button.
  2. Enter Make And Model Report under Report name and click on the Report Wizard button.
  1. Keep the New report option as the default and click on the Next button.
  2. Set up the entity information as follows and click on Next:
  1. Keep the report filtering option as it is and click on the Next button.
  2. Set up reporting by following the numbered steps shown in this screenshot:
  1. Click on Click here to add the column and set this column as the Models entity, as shown in the following image:

Once we have added the required column, we can perform other tasks from the Common Tasks section, such as sorting based on...