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

Entity forms

Microsoft Dynamics 365 provides several types of form that can be utilized for different purposes. The following form types are available in Microsoft Dynamics 365:

  • Main form: This is the main web form that is opened when the user navigates to the record. These forms provide the main user interface for interacting with entity data.
  • Quick-create form: This form can be configured for data entry by the user.
  • Quick-view form: This form can be configured on the main forms of entities with a 1:N relationship with the parent entity.
  • Mobile form: This is completed by users browsing the Microsoft Dynamics 365 site via mobile devices. We will explore enhancements for mobile in later chapters.

For the sake of understanding, we will just consider out-of-the-box contact entities and their respective forms:

  • Main form: The main form is the entity form that is opened when the...