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)

Upgrading code

Upgrading code is a critical activity for an upgrade, especially if you are upgrading from an earlier version such as Dynamics CRM 2011. There are some client-side methods that are deprecated to make it easy to move from one client to another. So, even if you are upgrading from Dynamics CRM 2016, you need to upgrade your client-side code to make it compatible with Dynamics 365 CE. Although old methods can work due to compatibility support, they will stop working in some major Dynamics 365 CE releases. Let's discuss high-level changes that we need to make in our Dynamics CRM 2016 code, as follows:

  • Xrm.Page: In Dynamics CRM 2016, the Xrm.Page object was used to refer to entity forms and fields from JavaScript written on entity forms as well as HTML web resources. But now, using Xrm.Page to access entity forms and fields in the script written for entity forms...