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)

Extendibility architecture

The Dynamics 365 CE application is known as a highly extendable business application. Its extendibility platform gives us many options to extend the capability of Dynamics 365 CE, such as customizing business entities or creating new entities, writing client-side extensions, developing custom plugins, and so on. In Chapter 6, Customizing Dynamics 365 CE, we discussed customizing entities and views and creating new business entities, fields, forms, and site maps without the need for any coding. We also discussed the solution concept, which makes it easy to move our changes from one environment to another.

Another great feature of Dynamics 365 CE is its support for writing code in commonly used languages such as JavaScript, jQuery, HTML, and .NET. We can also write custom components outside of Dynamics 365 CE while utilizing Dynamics 365 CE APIs for integration...