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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

Setting up a Dynamics 365 online trial

To experience Dynamics 365 CE capabilities and test its features, we can set up a quick 30-day trial. To set up the trial, follow these steps:

  1. Open your browser and go to the following link: https://signup.microsoft.com/Signup?OfferId=bd569279-37f5-4f5c-99d0-425873bb9a4b&dl=DYN365_ENTERPRISE_PLAN1&Culture=en-us&Country=us&ali=1.
  2. On the page that opens, select your country. Based on this information, your Dynamics 365 CE organization will be hosted on the nearest Azure datacenter. For this example, I have selected India. Fill out the rest of the details that are required, as shown in the following screenshot, and click Next:
  1. On the next screen, enter your admin user and organization details. Your Dynamics 365 CE organization will use this user as the admin. You can add other users that. After that, click on the Create my...
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