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)

To get the most out of this book

This book assumes you are familiar with earlier versions of Dynamics CRM and have programming knowledge. You should have access to a Dynamics 365 CE environment or you can set up a Dynamics 365 CE trial instance to work with different chapters. This book has the following software and hardware requirements:

Software/Hardware covered in the book

OS requirements

Visual Studio 2012 or later Windows 7 SP1 or later
Windows Identity Foundation Windows 7 SP1 or later
Microsoft Dynamics 365 Report Authoring Extension

Windows 7 SP1 or later

SQL Server Data Tools for Visual Studio 2012 or later

Windows 7 SP1 or later

If you are using the digital version of this book, we advise you to type the code yourself or access the code via the GitHub repository (link available in the next section). Doing so will help you avoid any potential errors related to the copying/pasting of code.

Download the example code files

You can download the example code files for this book from your account at www.packt.com. If you purchased this book elsewhere, you can visit www.packtpub.com/support and register to have the files emailed directly to you.

You can download the code files by following these steps:

  1. Log in or register at www.packt.com.
  2. Select the Support tab.
  3. Click on Code Downloads.
  4. Enter the name of the book in the Search box and follow the onscreen instructions.

Once the file is downloaded, please make sure that you unzip or extract the folder using the latest version of:

  • WinRAR/7-Zip for Windows
  • Zipeg/iZip/UnRarX for Mac
  • 7-Zip/PeaZip for Linux

The code bundle for the book is also hosted on GitHub at https://github.com/PacktPublishing/Implementing-Microsoft-Dynamics-365-Customer-Engagement. In case there's an update to the code, it will be updated on the existing GitHub repository.

We also have other code bundles from our rich catalog of books and videos available at https://github.com/PacktPublishing/. Check them out!

Conventions used

There are a number of text conventions used throughout this book.

CodeInText: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Please refer to the Appendix1 folder on the GitHub repository for this book."

A block of code is set as follows:

req.open("GET", globalContext.getClientUrl() + "/api/data/v9.1/contacts(" + contactid + ")?$select=emailaddress1", true);

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 200) {
//code to process result
}}

Bold: Indicates a new term, an important word, or words that you see on screen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Start Visual Studio, go to New Project, and select Console App."

Warnings or important notes appear like this.
Tips and tricks appear like this.