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

Scenario 1

Erik wants to change the navigation bar of the portal page and add a logo image, which you'll learn in this section.

The steps to add an image to the navigation bar are as follows:

  1. Go to the portal page and log in using your Azure AD.
  2. Hover over the navigation bar and name of the company. Click on the Edit button:

  1. Now the editor will be opened for you to edit the navigation bar. Click on the image icon:
  1. A new window will be opened for selecting an image. Click on the Browse Server button:
  1. A new file explorer window will be opened to show all files related to the portal. Here, click on the upload image icon, as shown:
  1. Select a company logo image in the Upload files dialog box and click on the Ok button:
  1. After uploading the image, select that image and click on the select icon:
  1. After selecting the image, set the image properties and click on the...