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)

What this book covers

Chapter 1, Introduction to Dynamics 365 CE, provides basic details about Dynamics 365 Customer Engagement.

Chapter 2, Implementation Methodology, explains different project implementation methodologies.

Chapter 3, Requirement Gathering and Analysis, covers different techniques for requirements gathering and analysis.

Chapter 4, Preparing Functional and Technical Design Documents, explains how to prepare functional and technical design documents for your project.

Chapter 5, Configuring Your Dynamics 365 CE Organization, covers configuring different Dynamics 365 CE settings.

Chapter 6, Customizing Dynamics 365 CE, introduces ways to customize the Dynamics 365 CE application.

Chapter 7, Extending Dynamics 365 CE, covers writing code for the Dynamics 365 CE application.

Chapter 8, Integrating Dynamics 365 CE with Other Applications, covers integrating Dynamics 365 CE with other applications, such as Power Automate and Power Apps.

Chapter 9, Business Intelligence and Reporting, introduces the business intelligence capabilities of Dynamics 365 and covers how to create reports.

Chapter 10, Testing and User Training Planning, explains how to plan and perform testing for your project.

Chapter 11, Migration and Upgrade, introduces migration techniques and different upgrade paths.

Chapter 12, Deployment and Go-Live Support, explains how to deploy your project to production and how to provide go-live support.