Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By : Mahender Pal
Book Image

Implementing Microsoft Dynamics 365 Customer Engagement

By: Mahender Pal

Overview of this book

Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation.
Table of Contents (14 chapters)

Introduction to Dynamics 365 CE

This chapter will help you get started with Dynamics 365 Customer Engagement (CE), as well as help you understand its business applications and their uses. You will learn about the history of the Microsoft Dynamics family, as well as about the products that were part of the Microsoft Dynamics family before Microsoft Dynamics 365. You will also learn about the various Dynamics 365 CE editions, which will help you understand which edition is most suited for your organization.

Then, you will learn about the different apps that are available as part of Dynamics 365 and their uses. Later, we will discuss the different deployment options that will be useful for Dynamics 365 CE implementation planning. We will also discuss the different ways we can access Dynamics 365 CE based on our user requirements. Finally, you will be able to set up a quick trial...