Another integration option we are going to talk about is Power Automate. If you are new to Power Automate, the simplest explanation would be to call it a cloud tool to automate your business processes. It is a workflow creation tool, whereby our workflow can be associated with a trigger and perform some predefined actions. We can consider it somewhat like our Dynamics 365 CE workflows, which are very useful, especially for business users. Before talking more about Power Automate, let's discuss the built-in workflow capabilities of Dynamics 365 CE a little bit, which are now known as classical workflows. For our integration purposes, we will be using a combination of Dynamics 365 CE workflows and Power Automate. Workflows perform different tasks based on our requirements. We can design a workflow using the workflow designer,...
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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