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)

Customizing dashboards and charts

Dynamics 365 CE provides us with an out-of-the-box business intelligence feature that includes Dynamics 365 CE reports, Power BI reports, Dashboards, and Charts. All of these options can be used by the customer based on their requirements. We can use Dynamics 365 CE's inbuilt editor to customize most of the components. For example, we can use the report wizard to write reports; we can design dashboards and charts using inbuilt editors. In this section, we are going to discuss dashboards and charts, so let's proceed.

Dashboards

In Dashboards, we can use multiple controls to represent a 360-degree view of customer data such as views, web resources, charts, and iframes. There are many...