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

Uploading the template to Dynamics 365

After the document template has been prepared, the next step is to upload the template back into Dynamics 365. The following steps show how to do this:

  1. Navigate to Settings | Templates:
  1. Click on UPLOAD TEMPLATE:
  1. Click on the browse link and select the document modified in the section Types of controls:
  1. Click on the Upload button; the following screen will appear:
  1. Just as in step 1, you can upload templates to any of the record forms, or while being in any of the entity views:
Using the uploaded document templates in Dynamics

After the Word templates have been imported into Dynamics 365, the next thing that we'd like to do is generate information using the templates, as follows:

  1. Navigate to the record form for which you want to generate the document by using the uploaded template. Navigate to ... | Word Templates:
  1. Check...