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)

Changing navigation

Navigation in Dynamics 365 CE is controlled by sitemap, which is an XML file that defines different sections for navigation. We can understand sitemap with the help of the following screenshot:

Depending on the Dynamics 365 model-driven app we are using, certain areas will be visible to us. In the preceding screenshot, we are using the Sales app, so we are able to see a Sales area. This area contains multiple groups. These groups share Dynamics 365 CE entities. Under the groups, we have different sub-areas. These areas can represent different components, such as entities, views, and dashboards. Earlier, we used to have a single sitemap, but in Dynamics 365 CE, we have a sitemap for every app. We can open the Default Solution and can see all the sitemaps under Client Extensions. To customize sitemap, we can double-click on any app's sitemap, and it will...