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

Product type Paperback

Published in Mar 2020

Publisher Packt

ISBN-13 9781838556877

Length 426 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

CRM

Author (1):

Mahender Pal

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Table of Contents (14) Chapters

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

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Migration and Upgrade

This chapter will help you to get to know the options for upgrading to Dynamics 365 Customer Engagement (CE) from earlier versions. We will discuss different upgrade activities that you need to perform and what the different paths that you can take to upgrade are. We will discuss what we need to review in our current Dynamics Customer Relationship Management (CRM) version in order to upgrade it to Dynamics 365 CE. We will also discuss how to upgrade our Dynamics CRM solutions and code to make them compatible with Dynamics 365 CE. Finally, we will discuss data migration options for Dynamics 365 CE. You will learn about using the out-of-the-box data import wizard and using the SQL Server Integration Services (SSIS) Integration Toolkit from KingswaySoft to import data into Dynamics 365 CE.

The main topics that we are going to discuss in this chapter are as follows...

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Authors (1)

Pal

Vandana Pal is a software engineer and author. She currently works as senior consultant at CIGNEX Datamatics. She has extensive experience working with Enterprise Digital Asset Management and Content Management Systems. She has worked with various deployments of Alfresco in various domains, such as media, finance, and healthcare, for different organizations across the world. She has hands-on experience working with architecture design, performance tuning, security implementation, integration, and the orchestration of complex workflows in Alfresco. She has more than 7 years of experience in software engineering. Her journey in this field began when she started working with different open source technologies and found them interesting. She holds a bachelors of engineering degree in information technology from Gujarat University, India. Vandana has also coauthored Alfresco 4 Enterprise Content Management Implementation.

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