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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

Dynamics 365 CE integration options

Dynamics 365 CE provides very rich out-of-the-box features that we can leverage to automate our day-to-day business activities. It is nonetheless common to integrate Dynamics 365 CE with other applications that customers use for their business purposes. These applications may be part of Microsoft Office 365 applications; for example, the SharePoint, Power Automate, PowerApps, Microsoft Teams, and enterprise resource planning (ERP) apps included in Microsoft Dynamics 365. We can use Microsoft SharePoint as a document management system. We discussed how to configure SharePoint integration in Chapter 5, Configuring Your Dynamics 365 CE Organization. Power Automate and PowerApps have different purposes, and we will be discussing these applications in later sections. Microsoft Teams is a collaboration application that can be used to chat with people...

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