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

In this chapter, we saw the new customization enhancements introduced in Dynamics 365. We saw custom grid controls, such as the editable grid control, calendar control, and Timeline control, and a new attribute type in the MultiSelect Option Set. We also saw some scenarios where we can use some of these enhancements to get the desired result in CRM. These new enhancements suggest that there will be more new enhancements and designs coming in the future and that Microsoft Dynamics CRM is only going to improve. These also suggest that Dynamics is slowly moving away from the standard web-form views and moving toward a more app-rich structure that can be easily modified.

In the next chapter, we will look into business process flows in Dynamics 365 and how to create business process flows in Dynamics 365. It will also cover how business rules can be used in Dynamics 365 to...