Mastering Microsoft Dynamics 365 Customer Engagement Second Edition

An advanced guide to developing and customizing CRM solutions to improve your business applications

Deepesh Somani 지음

Packt(GCO Science) 2019년 01월 27일 출간

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▶Book Description
Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365.

This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API.

In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance.

By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.

▶What You Will Learn
？ Manage various divisions of your organization using Dynamics 365 customizations
？ Explore the XRM Framework and leverage its features
？ Provide an enhanced mobile and tablet experience
？ Develop client-side applications using JavaScript and the Web API
？ Understand how to develop plugins and workflows using Dynamics 365
？ Explore solution framework improvements and new field types

▶Key Features
？ Create efficient client-side apps and customized plugins that work seamlessly
？ Learn best practices from field experience to use Dynamics 365 efficiently
？ Unleash the power of Dynamics 365 to maximize your organization’s profits

▶Who This Book Is For
Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.

목차

▶TABLE of CONTENTS
1 Working with Sales
2 Working with Service
3 Working with Marketing
4 Understanding the New Unified User Interface
5 Designing Unified Interface Apps
6 Customization Enhancements in Dynamics 365
7 Business Process Flows and Rules in Dynamics 365
8 Client-Side Scripting
9 Plugin Development with Dynamics 365
10 Working with the XRM Framework
11 Mobile Enhancements in Dynamics 365
12 Virtual Entities in Dynamics 365
13 Working with Dynamics 365 Portals
14 Configuration Enhancements in Dynamics 365
15 Analytics with Dynamics 365 (Word and Excel Templates)

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▶ Preface
Microsoft has introduced a new product named Dynamics 365, based on Dynamics 365. It consists of seven 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.

Through this book, you will learn how to create efficient applications and customized plugins with the help of best practices from field experience. This books takes a practical, step-by-step approach, providing real-world case studies that enable you to leverage the latest and most advanced features of Dynamics 365.

작가정보

저자(글) Deepesh Somani