Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By : Deepesh Somani
Book Image

Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By: Deepesh Somani

Overview of this book

Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.
Table of Contents (21 chapters)
Free Chapter
1
Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
6
Section 2: Understanding Customization and App Design
7
Designing Unified Interface Apps
10
Section 3: Development Enhancements and Code Improvements in Dynamics 365
16
Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Summary

As Microsoft Dynamics 365 continues to evolve, the focus of Microsoft is to try to reduce custom coding as far as possible. Every now and then, however, there is bound to be a customer requirement that cannot be implemented without any custom coding. At that stage, plugins come to our rescue.

The main motive and skill that every Dynamics 365 consultant needs to enhance is to analyze the requirements correctly and toutology in terms of configurations and customizations. Other out-of-the-box configurations, such as workflows and business rules, should be explored before we accept the need to write a custom plugin to meet the desires of the customer.

In the next chapter, we will focus on entities, processes and dashboards that are available for extending Dynamics 365 to fit any business requirements, using the XRM framework through real-world examples in the new user interface...