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)

Understanding subscription options

Microsoft also simplified the licensing model for Dynamics 365 CE. Dynamics 365 Subscription can be purchased based on the user subscriptions shown in the following diagram:

Light User are normal users, known as team members. They have read-only access to all the apps, with read and write access to limited entities. This type of license is best suited for users who perform light tasks, such as accessing data for read-only purposes, running reports, and using the dashboard. Full User are basically Dynamics 365 CE power users, and they have full access to all the features.

Device subscription is suited for call centers where multiple users share the same devices but use their own logins. With different user subscriptions, organizations can select the Dynamics 365 subscription plan that provides the best and the most flexible options. Based on...