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)

Conducting UAT

User Acceptance Testing (UAT) is conducted once the testing team confirms the system is bug-free. Testers are technical resources and they validate the new system based on the requirement's specification document. They interpret the requirements according to their knowledge about Dynamics 365 CE. But in UAT, the user conducts testing to make sure the system works based on their requirements. The outcome of the UAT is user acceptance sign-off for the Dynamics 365 CE solution developed. In UAT, end-to-end business processes are tested to make sure the system is based on customer expectations. UAT is performed basically using key users who know the system very well and use the system to perform their day-to-day activities. A separate environment is prepared that is similar to the production environment and has sample data similar to production data. The following...