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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

Introduction to Dynamics 365 apps

Instead of individual applications in the earlier version of Microsoft Dynamics, Dynamics 365 broke down the functionality of its applications into smaller apps and brought them under a single roof. The following diagram explains the different apps under Dynamics 365:

The aforementioned apps include different functionalities and can be used for different purposes. We'll take a closer look at these different apps in the following subsections.

Sales

The Sales app can be used to implement an end-to-end sales process. This app provides generic guided sales processes that help users close their sales quickly and manage their customers, leads, opportunities, orders, invoices, and other sales...

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