In Chapter 7, Extending Dynamics 365 CE, we discussed how we can use the Dynamics 365 SDK in plugins to implement server-side logic and IOrganizationService methods. We can also use the CRM SDK to develop applications that run outside of Dynamics 365 CE. Furthermore, we can use the Dynamics 365 CE SDK to perform different tasks, such as creating, updating, and deleting bulk entity records. We are going to create a sample console application that connects to the Dynamics 365 CE application. When developing a plugin or a custom workflow assembly, it is easy to test our logic using the console application first; after that, we can move our logic to a plugin or a custom workflow assembly. Let's create our console application, which will import Make and Models data from CSV files. We will be using the IOrganizationService method in our console application...
Implementing Microsoft Dynamics 365 Customer Engagement
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Implementing Microsoft Dynamics 365 Customer Engagement
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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.
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Current Title:
Implementing Microsoft Dynamics 365 Customer Engagement
Table of Contents (14 chapters)
Preface
Introduction to Dynamics 365 CE
Free Chapter
Implementation Methodology
Requirement Gathering and Analysis
Preparing Functional and Technical Design Documents
Configuring Your Dynamics 365 CE Organization
Customizing Dynamics 365 CE
Extending Dynamics 365 CE
Integrating Dynamics 365 CE with Other Applications
Business Intelligence and Reporting
Testing and User Training Planning
Migration and Upgrade
Deployment and Go-Live Support
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