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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Understanding Dynamics 365 CE customization

All Dynamics 365 CE first-party apps (apps that are built by Microsoft and come with the Dynamics 365 CE vanilla setup) provide a generic business experience. For example, the Sales app provides us with a core set of features required to implement an end-to-end generic sales process. This involves commonly used business entities to store your customer data, business process flows to guide and complete your sales process, and generic business intelligence tools such as dashboards, charts, and reports. All of these processes can be modified—if required—based on our business-specific requirements, and also to provide end users with a personalized experience. Dynamics 365 CE Power Platform allows us to modify most of the existing components using the Dynamics 365 CE application itself. We don’t require any additional...

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