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)

Introduction to Dynamics 365 CE

After Dynamics CRM 2016 update 8.1 (in earlier versions, it was known as Dynamics CRM), we got the service update 8.2 release and Microsoft rebranded Dynamics CRM to Dynamics 365 CE. Just like other versions, Dynamics 365 did not come with a major release but with a service update for their online customers that was applied to on-premise customers as well. Dynamics 365 CE is a combination of sales, marketing, customer service, field service, project service apps, and other services. It is a new generation intelligence CRM application. All first-party apps, such as Sales, Marketing, Customer Service, Field Service, and Product Service Automation, are highly customizable and extendable, and all these apps provide out-of-the-box integration support for different Microsoft projects, such as SharePoint, OneNote, Microsoft Flow, Power BI, Azure, and Microsoft...