Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

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

View More author details

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

Leave a review - let other readers know what you think

Technical requirements

The following are the technical requirements for this chapter:

Access to a Dynamics 365 CE Online subscription.
.NET Framework 4.6.2, or later, should be installed.
SQL Server Data Tools for Visual Studio 2012 or later.
Windows Identity Foundation 3.5 should be installed on your development machine.
Dynamics 365 CE Report Authoring Extension should be installed on your machine.

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $19.99/month. Cancel anytime

Authors (1)

Pal

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.

See other products by Pal

Other recommended products

Related to this chapter

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

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.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

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.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

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.

Feb 2019 19h 4m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Mastering Microsoft Dynamics CRM 2016

Mastering Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM is the most trusted name in the enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM. This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.

Nov 2017 13h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.

Jun 2017 15h 24m

Personalised recommendations for you

Based on your interests and search pattern

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m

Mastering Customer Success

Mastering Customer Success

This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.

May 2024 5h 40m