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Mastering Microsoft Dynamics 365 Customer Engagement : an Advanced Guide to Developing and Customizing CRM Solutions to Improve Your Business Applications, 2nd Edition.

Author: Deepesh Somani
Publisher: Birmingham : Packt Publishing Ltd, 2019.
Edition/Format:   eBook : Document : English : 2nd edView all editions and formats
Summary:
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.
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Genre/Form: Electronic books
Software
Additional Physical Format: Print version:
Somani, Deepesh.
Mastering Microsoft Dynamics 365 Customer Engagement : An Advanced Guide to Developing and Customizing CRM Solutions to Improve Your Business Applications, 2nd Edition.
Birmingham : Packt Publishing Ltd, ©2019
Material Type: Document, Internet resource
Document Type: Internet Resource, Computer File
All Authors / Contributors: Deepesh Somani
ISBN: 9781788993838 1788993837
OCLC Number: 1090010880
Notes: The Calculated and Rollup fields
Description: 1 online resource (555 pages)
Contents: Cover; Title Page; Copyright and Credits; About Packt; Contributors; Table of Contents; Preface; Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface; Chapter 1: Working with Sales; The stages of the sales process; Entities in Dynamics 365; Case studies; Scenario 1; Scenario 2; Scenario 3; Summary; Chapter 2: Working with Service; Entities in the Service module; The Customer Service Hub; Case studies; Scenario 1 --
configuration of the Customer Service Hub; A walkthrough of the Customer Service Hub; The TIMELINE tab; The RELATED tab; Scenario 2 Scenario 3Summary; Chapter 3: Working with Marketing; Contents of the Marketing module; The structure of the Marketing module; The marketing list; Creating a marketing list; Campaigns; Quick campaigns; Scenario 1; Scenario 2; Scenario 3; Summary; Chapter 4: Understanding the New Unified User Interface; An overview of Dynamics 365 Hub; Accessing Hubs in Dynamics 365; Adding Sales and the Customer Service Hub in Dynamics 365; Creating a Unified Interface; New UI updates in Unified Interface; Understanding the Sales Hub in Dynamics 365; Understanding the Customer Service Hub; Summary Section 2: Understanding Customization and App DesignChapter 5: Designing Unified Interface Apps; Scenario; Resolving the scenario; Creating the Vendor custom entity; Product management; Creating the Vendor Management application; Creating applications from existing solutions and site maps; Managing security roles; Creating new views in the Vendor Management application; Showing a default welcome page; Summary; Chapter 6: Customization Enhancements in Dynamics 365; New enhancements in Dynamics 365; New attribute type --
MultiSelect Option Set; Custom grid controls in Dynamics 365; Scenario 1 Resolving the scenarioScenario 2; Resolving the scenario; Scenario 3; Resolving the scenario; Scenario 4; Resolving the scenario; Summary; Chapter 7: Business Process Flows and Rules in Dynamics 365; Key components; Key changes; Creating a business rule; Scenario walkthrough; Scenario; Business process flows; Attributes; Creating a business process flow; Scenario walkthrough; Scenario; Summary; Section 3: Development Enhancements and Code Improvements in Dynamics 365; Chapter 8: Client-Side Scripting; Scenario 1; Resolving the scenario; Source code; Microsoft Dynamics 365 web API Authenticating with the web APIScenario 2; Resolving the scenario; Source code; Scenario 3; Retrieving metadata using the web API; Source code; Scenario 4; Resolving the scenario; Source code; Summary; Chapter 9: Plugin Development with Dynamics 365; Event execution pipeline; Pipeline stages; Database transaction; Plugin isolation mode; Writing a plugin; Registering a plugin step; Scenario walkthrough; Scenario 1; Scenario 2; Scenario 3; Summary; Chapter 10: Working with the XRM Framework; Scenario walkthrough; Adding resources; Creating custom fields; Attributing data types

Abstract:

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.

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