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

Working with the XRM Framework

The XRM framework defines a strategic approach of customizing the out-of-the-box features available in Dynamics 365 to make sure that it implements all the business aspects of a system. The central idea of the XRM framework is to extend the standard functionalities provided in Dynamics 365 to suit all business requirements. The nature of the businesses may vary. Examples include public sector organizations, insurance, banking, retail, and telecoms.

In this chapter, we will cover the following topics:

  • A student management application via the XRM framework of Dynamics 365
  • Understanding custom entities, views, attributes, and so on, in Dynamics 365
  • Understanding calculated fields in Dynamics 365

Owing to the underlying .NET Framework, Microsoft Dynamics 365 provides a very powerful tool that can be easily extended to map any business requirement that...