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Customizing Dynamics 365

Customizing Dynamics 365 PDF Author: Sanjaya Yapa
Publisher: Apress
ISBN: 148424379X
Category : Computers
Languages : en
Pages : 320
Book Description
Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects.

Customizing Dynamics 365

Customizing Dynamics 365 PDF Author: Sanjaya Yapa
Publisher: Apress
ISBN: 148424379X
Category : Computers
Languages : en
Pages : 320
Book Description
Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects.

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement PDF Author: Mahender Pal
Publisher: Packt Publishing Ltd
ISBN: 1838550887
Category : Computers
Languages : en
Pages : 426
Book Description
Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description 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. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.

Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 644
Book Description
Explore the latest features of Dynamics 365 and Power Platform’s out-of-the-box tools to build custom business solutions for your organization Key FeaturesDiscover impressive Dynamics 365 features to transform your business and increase productivityLeverage the platform’s extensibility to meet your organizational needsUnderstand how Power Platform powers Dynamics 365 and enhances its integration capabilitiesBook Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You’ll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you’ll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you’ll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you’ll have learned how to tailor Microsoft Dynamics 365 to fit your organization’s requirements and tweak the platform to meet your business needs. What you will learnGet to grips with Power Platform for building and enhancing Dynamics 365 appsIntegrate Dynamics 365 CRM with Microsoft 365, Azure, and other platformsDiscover how you can customize existing entities and create new onesExplore various security features and grant users access to CRM data and functionsFind out which CRM attributes are used to automate operations with programmingUse internal and external social data to help users to make informed decisionsWho this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.

Microsoft Dynamics 365 For Dummies

Microsoft Dynamics 365 For Dummies PDF Author: Renato Bellu
Publisher: John Wiley & Sons
ISBN: 1119508886
Category : Computers
Languages : en
Pages : 384
Book Description
Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement PDF Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788993837
Category : Computers
Languages : en
Pages : 572
Book Description
Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Dynamics 365 Essentials

Dynamics 365 Essentials PDF Author: Sarah Critchley
Publisher: Apress
ISBN: 1484259114
Category : Computers
Languages : en
Pages : 557
Book Description
Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents. After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Study the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide PDF Author: Julian Sharp
Publisher: Packt Publishing Ltd
ISBN: 1838984062
Category : Computers
Languages : en
Pages : 648
Book Description
Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.

Dynamics 365 CE Essentials

Dynamics 365 CE Essentials PDF Author: Sarah Critchley
Publisher: Apress
ISBN: 1484239733
Category : Computers
Languages : en
Pages : 622
Book Description
Discover how to set up core Dynamics 365 Customer Engagement functionality and learn how to build more customized processes on top of the standard capabilities. This book starts by showing you how to set up the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In the second section, you’ll work through UI customizations, process automation and reporting in Dynamics 365 CE. Learn about the App Framework, how to create model-driven apps and how to get started with the Common Data Service for Apps. Leverage Microsoft Flow within Dynamics 365 CE to create loosely coupled business applications using automation from Microsoft and third-party services. After reading Dynamics 365 CE Essentials, you will have mastered the core functionality available in Dynamics 365 CE and be able to set it up for a number of different scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Learn about the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365.

Power Platform and Dynamics 365 CE for Absolute Beginners

Power Platform and Dynamics 365 CE for Absolute Beginners PDF Author: Sanjaya Prakash Pradhan
Publisher: Apress
ISBN: 9781484285992
Category : Computers
Languages : en
Pages : 0
Book Description
This is your complete guide to less-code and no-code theories, along with practical application of Microsoft Power Apps and Dynamics 365 CE/CRM Apps. The book covers topics including the configurations, customizations, and enhancements in Microsoft Power Apps and Dynamics 365 CE/CRM Apps. You will start by learning Microsoft Dataverse concepts followed by Microsoft Canvas Apps, model-driven apps, and PowerApps Portals. You will understand how to work with Power Virtual Agent, Power BI, and Power Automate, and how to use AI in Power Apps. The book provides important integration concepts for Power Apps, Dynamics 365 CE/CRM Apps, and Microsoft Azure. You will know how to customize Dynamics 365 CE/CRM Apps and Power Apps using OOTB capabilities. After reading this book, you will understand how Microsoft Power Apps and Dynamics 365 CE/CRM Apps can be used, configured, and customized for your business needs using customer data. You will be able to increase efficiency in customer data management and cloud app integrations. What You Will Learn Get up to speed on the Power platform echo-system and Dynamics 365 architecture Work with Dataverse Understand the Power platform building blocks Select Power Apps to manage customer data Configure and customize Power Apps Design robust cloud flows Integrate Power BI with Dynamics 365 CE/CRM Apps Understand the core apps in Dynamics 365 CE/CRM Use AI in Power Apps Who This Book Is For Functional consultants/business analysts, technical consultants/solution architects in Power Apps and Dynamics 365 CE/CRM; and beginners who want to start a career in Power Apps and Dynamics 365 CE/CRM with easy English terms

Getting Started with Dynamics 365 Portals

Getting Started with Dynamics 365 Portals PDF Author: Sanjaya Yapa
Publisher: Apress
ISBN: 1484253469
Category : Computers
Languages : en
Pages : 253
Book Description
Use the full range of features of Dynamics 365 Portal to develop and implement end user portals to provide your audience an online location to communicate and collaborate. This book guides you through implementation and highlights the best practices for each feature. Author Sanjaya Yapa begins with an introduction to end user portals in Dynamics 365 and takes you through a practical example that explains the features in detail. He then teaches you how the portal security works and best practices involved while configuring security such as local and federated authentication, web roles, and access rules. Helpful illustrations and directives guide you in setting up your portal with Dynamics 365 Customer Engagement (CE), basic customizations, content management, and web forms. You learn how to configure and manage document storage and learn about liquid templates, which is important when implementing custom web experiences for your end users. After reading this book, you will be able to implement a portal with Dynamics 365 CE and incorporate best practices in your enterprise-scale solutions. What You Will Learn Set up Dynamics 365 Portal within your Dynamics 365 instanceGet familiar with Portal Management Interface and its featuresKnow the security models and how to choose the best optionUse Entity Forms, lists, displaying charts, and customize PortalRefer to practical examples and case studies for developing and implementing advanced liquid templates Who This Book Is For Developers working in a Dynamics 365 CE environment