Implementing Microsoft Dynamics 365 Customer Engagement

Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

Publisher:Packt Publishing Limited

By: Mahender Pal

Paid access

|Sep 2024

E-Book €27.99Institutions €120.95

Description

Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement

Key Features

Explore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CE
Integrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power Automate
Design application architecture, explore deployment choices, and perform data migration

Book 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 learn

Explore the new features of Microsoft Dynamics 365 CE
Understand various project management methodologies, such as Agile, Waterfall, and DevOps
Customize Dynamics 365 CE to meet your business requirements
Integrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BI
Convert client requirements into functional designs
Extend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side code
Discover different techniques for writing and executing test cases
Understand various data migration options to import data from legacy systems

Who 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.