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)

Dynamics 365 CE clients

Dynamics 365 CE clients allow users to access the Dynamics 365 CE organization. Users can access the Dynamics 365 CE using the following clients.

Web client

The web client allows users to access the Dynamics 365 CE organization using a browser and a specific organization URL. Dynamics 365 CE supports all popular browsers, including Internet Explorer, Microsoft Edge, Firefox, Chrome, and Safari. It is the most popular client for accessing Dynamics 365 CE because we don't need to install any programs. You can access different apps that have been installed for your Dynamics 365 CE organization from here. Sitemap navigation allows you to access various areas of Dynamics 365 CE in the web client easily...