Implementing Microsoft Dynamics 365 Customer Engagement: Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions
Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help...
Gespeichert in:
| 1. Verfasser: | |
|---|---|
| Format: | Elektronisch E-Book |
| Sprache: | English |
| Veröffentlicht: |
Birmingham
Packt Publishing, Limited
2020
|
| Schlagworte: | |
| Zusammenfassung: | Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients |
| Beschreibung: | Description based on publisher supplied metadata and other sources |
| Beschreibung: | 1 online resource (421 pages) |
| ISBN: | 9781838550882 |
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| 505 | 8 | |a Cover -- Title Page -- Copyright and Credits -- Dedication -- About Packt -- Contributors -- Table of Contents -- Preface -- Chapter 1: Introduction to Dynamics 365 CE -- Technical requirements -- Introduction to Dynamics 365 -- Introduction to Dynamics 365 apps -- Sales -- Marketing -- Customer Service -- Field Service -- Project Service -- Finance and Supply Chain Management -- Talent -- Retail -- Introduction to Dynamics 365 CE -- Dynamics 365 CE features -- UI enhancement -- Custom apps -- Inbuilt Sitemap Designer -- Editable grids -- Business process flow enhancement -- MultiSelect Option Set -- Dynamics 365 app for Outlook -- Dynamics 365 app for phone -- Virtual entities -- Relevance Search -- Understanding deployment options -- Cloud -- On-premise -- Hybrid deployment -- Dynamics 365 CE clients -- Web client -- Unified Interface client -- Mobile client -- Dynamics 365 CE for Outlook -- Dynamics 365 CE app for Outlook -- USD client -- Custom client -- Understanding subscription options -- Setting up a Dynamics 365 online trial -- Summary -- Chapter 2: Implementation Methodology -- Understanding project management -- Understanding project management methodologies -- The Waterfall methodology -- The Spiral methodology -- The Agile methodology -- The Scrum methodology -- Product backlog -- Sprint planning -- Daily standup -- Sprint review -- Backlog refinement -- RAD -- Requirement planning -- Developing a prototype -- Testing -- Release -- Microsoft Sure Step -- Microsoft Sure Step - projects -- Microsoft Sure Step - phases -- Kanban -- Feature Driven Development -- DevOps -- Choosing a methodology for Dynamics 365 CE -- Summary -- Chapter 3: Requirement Gathering and Analysis -- Technical requirements -- Understanding requirements -- Business requirements -- Functional requirements -- Non-functional requirements | |
| 505 | 8 | |a Requirement gathering and analysis -- Requirement gathering -- Interview -- Open-ended questions -- Closed-ended questions -- Questionnaire -- Open-ended questionnaire -- Closed-ended questionnaire -- Workshops -- Brainstorming -- Prototype -- Analysis -- Analyzing documentation -- Analyzing existing application -- Fit-Gap analysis -- Fit-Gap analysis for Dynamics 365 CE -- Out-of-the-box features - Fit-Gap analysis -- Configuring Fit-Gap analysis -- Customizing Fit-Gap analysis -- Extending Dynamics 365 CE - Fit-Gap analysis -- ISV solution - Fit-Gap analysis -- Preparing a project plan -- Defining the project scope -- Project objectives -- Project requirements -- Acceptance criteria -- Exclusions -- Phases -- Project activities -- Respective teams -- Project cost -- Schedule -- Assumptions -- Risks -- Identifying roles and responsibilities -- Details schedule -- Identifying milestones -- Summary -- Chapter 4: Preparing Functional and Technical Design Documents -- Technical requirements -- Understanding functional and technical design -- Functional design documents -- Technical design documents -- Preparing an FDD -- Introduction -- Document purpose -- Project details -- Target audience -- Terminology -- Assumptions -- Risks -- Dynamics 365 CE setup and configuration -- Administration settings -- System settings -- Data management settings -- Business unit hierarchy -- Field-level security profiles -- Security roles -- ER diagram -- Dynamics 365 CE entity design -- Customer -- Contact -- Auto service -- Auto service line -- Case -- Vehicle -- Manufacturer -- Model -- Year -- User reports -- Preparing a TDD -- Introduction -- Proposed technical design -- Infrastructure architecture -- Solution architecture -- Users -- User interface -- Application layer -- Integration layer -- Integration architecture -- Application architecture | |
| 505 | 8 | |a Development environment and release strategy -- Data migration -- Dynamics 365 CE extensions -- Scripting -- Plugins -- Workflow tasks -- Summary -- Chapter 5: Configuring Your Dynamics 365 CE Organization -- Technical requirements -- Understanding Dynamics 365 CE configuration -- Configuring personal settings options -- General -- Synchronization -- Activities -- Formats -- Email Templates -- Email Signatures -- Email -- Privacy -- Languages -- Configuring administration settings -- Announcements -- Auto-Numbering -- System Settings -- General -- Enable Auto-Save -- Set the full-name format -- Set whether reassigned records are shared with the original owner -- Set custom Help URL -- Use the new Unified Interface only (recommended) -- Timeout settings -- Enable embedding of certain legacy dialogs in a Unified Interface browser client -- Auditing -- Email -- Marketing -- Customization -- Outlook -- Reporting -- Calendar -- Goal -- Sales -- Service -- Synchronization -- Mobile Client -- Previews -- Language -- Subscription Management -- System Notification -- Resources In Use -- Yammer -- Virtual Entity Data Sources -- Configuring business management settings -- Fiscal Year Settings -- Business Closures -- Queues -- Sales Territories -- Sites -- Currencies -- Relationship Roles -- Rollup Queries -- Goal Metrics -- Facilities/Equipment -- Resource Groups -- Services -- Subjects -- Connection roles -- Automatic Record Creation and Update Rule -- Configuring service management settings -- Routing Rules Sets -- SLAs -- Entitlement -- Configuring data management settings -- Duplicate Detection Settings -- Duplicate Detection Rules -- Duplicate Detection Job -- Bulk Record Deletion -- Data Import Options -- Data Maps -- Templates for Data Import -- Import -- Sample Data -- Configuring document management settings -- Document Management Settings | |
| 505 | 8 | |a SharePoint Document Locations -- SharePoint Sites -- OneNote Integration -- OneDrive for Business -- Setting up email configuration -- Email Server Profile -- Mailboxes -- Migrate Email Router Data -- Email Configuration Settings -- Server-Side Synchronization Monitoring -- Summary -- Chapter 6: Customizing Dynamics 365 CE -- Technical requirements -- Understanding Dynamics 365 CE customization -- Understanding solutions -- Publisher -- Version -- Import -- Export -- Unmanaged solutions -- Managed solutions -- Working with entities -- System entities -- Custom entities -- Creating a custom entity -- Communication and Collaboration -- Data services -- Auditing -- Outlook and mobile -- Help -- Setting up a primary field -- Understanding entity attributes -- Single Line of Text -- Multiple Lines of Text -- Option Set -- Multiple Option Set -- Two Options -- Image -- Whole Number -- Floating Point Number -- Decimal Number -- Currency -- Date and Time -- Lookup -- Customer -- Understanding field types -- Understanding form types -- Main forms -- Quick view forms -- Quick create forms -- Card forms -- Customizing the entity view -- Setting up security options -- Users -- Teams -- Security role -- Privileges -- Access levels -- Business units -- Field security profiles -- Hierarchy Security -- Positions -- Access team templates -- Changing navigation -- Customizing dashboards and charts -- Dashboards -- System dashboards -- Personal dashboards -- Chart customization -- System charts -- Personal charts -- Summary -- Chapter 7: Extending Dynamics 365 CE -- Technical requirements -- Extendibility architecture -- The presentation layer -- Client-side extensions -- Business entity component -- Command and ribbon buttons -- Web resources -- Business intelligence extensions -- Custom applications -- The platform layer -- Dynamics 365 CE web services -- The Web API. | |
| 505 | 8 | |a The Organization service -- The Discovery service -- Plugin assemblies -- Custom workflow assemblies -- Business entities -- The database layer -- Configuration database -- Organization database -- Implementing client-side logic -- executionContext -- Using an event handler -- Using an event handler in code -- formContext -- data -- attributes -- entity -- process -- ui -- Control -- formSelector -- navigation -- process -- quickForms -- tabs -- gridContext -- Xrm -- Understanding client-side events -- Entity form events -- OnLoad -- OnSave -- Entity field events -- OnChange -- PreSearch -- Grid events -- Tab events -- IFrame events -- Knowledge base search control events -- Process flow events -- Creating web resources -- Working with the Web API -- Implementing server-side logic -- Using the Organization service -- Retrieve -- RetrieveMultiple -- QueryByAttribute -- QueryExpression -- Create -- Update -- Delete -- Execute -- Implementing custom logic using plugins -- Writing a sample plugin -- Deploying plugin code -- Debugging plugin code -- Summary -- Chapter 8: Integrating Dynamics 365 CE with Other Applications -- Technical requirements -- Dynamics 365 CE integration options -- On-demand data integration -- Batch processing -- Using the Dynamics 365 CE SDK -- Creating a console application to import data -- Integrating Dynamics 365 CE with Power Automate -- Integrating Dynamics 365 CE with PowerApps -- Summary -- Chapter 9: Business Intelligence and Reporting -- Technical requirements -- Dynamics 365 CE BI capabilities -- Excel reporting -- FetchXML reporting -- SQL reports -- Power BI reports -- Using Report Wizard -- Writing a custom report in Visual Studio -- Deploying a report -- Adding grouping to a report -- Adding a filter to a report -- Adding pre-filtering support -- Adding a parameter to a report -- Writing Power BI reports | |
| 505 | 8 | |a Deploying a Power BI report to Dynamics 365 CE. | |
| 520 | |a Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients | ||
| 650 | 4 | |a Customer relations-Data processing | |
| 776 | 0 | 8 | |i Erscheint auch als |n Druck-Ausgabe |a Pal, Mahender |t Implementing Microsoft Dynamics 365 Customer Engagement |d Birmingham : Packt Publishing, Limited,c2020 |z 9781838556877 |
| 912 | |a ZDB-30-PQE | ||
| 999 | |a oai:aleph.bib-bvb.de:BVB01-033077330 | ||
Datensatz im Suchindex
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|---|---|
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| author | Pal, Mahender |
| author_facet | Pal, Mahender |
| author_role | aut |
| author_sort | Pal, Mahender |
| author_variant | m p mp |
| building | Verbundindex |
| bvnumber | BV047693337 |
| collection | ZDB-30-PQE |
| contents | Cover -- Title Page -- Copyright and Credits -- Dedication -- About Packt -- Contributors -- Table of Contents -- Preface -- Chapter 1: Introduction to Dynamics 365 CE -- Technical requirements -- Introduction to Dynamics 365 -- Introduction to Dynamics 365 apps -- Sales -- Marketing -- Customer Service -- Field Service -- Project Service -- Finance and Supply Chain Management -- Talent -- Retail -- Introduction to Dynamics 365 CE -- Dynamics 365 CE features -- UI enhancement -- Custom apps -- Inbuilt Sitemap Designer -- Editable grids -- Business process flow enhancement -- MultiSelect Option Set -- Dynamics 365 app for Outlook -- Dynamics 365 app for phone -- Virtual entities -- Relevance Search -- Understanding deployment options -- Cloud -- On-premise -- Hybrid deployment -- Dynamics 365 CE clients -- Web client -- Unified Interface client -- Mobile client -- Dynamics 365 CE for Outlook -- Dynamics 365 CE app for Outlook -- USD client -- Custom client -- Understanding subscription options -- Setting up a Dynamics 365 online trial -- Summary -- Chapter 2: Implementation Methodology -- Understanding project management -- Understanding project management methodologies -- The Waterfall methodology -- The Spiral methodology -- The Agile methodology -- The Scrum methodology -- Product backlog -- Sprint planning -- Daily standup -- Sprint review -- Backlog refinement -- RAD -- Requirement planning -- Developing a prototype -- Testing -- Release -- Microsoft Sure Step -- Microsoft Sure Step - projects -- Microsoft Sure Step - phases -- Kanban -- Feature Driven Development -- DevOps -- Choosing a methodology for Dynamics 365 CE -- Summary -- Chapter 3: Requirement Gathering and Analysis -- Technical requirements -- Understanding requirements -- Business requirements -- Functional requirements -- Non-functional requirements Requirement gathering and analysis -- Requirement gathering -- Interview -- Open-ended questions -- Closed-ended questions -- Questionnaire -- Open-ended questionnaire -- Closed-ended questionnaire -- Workshops -- Brainstorming -- Prototype -- Analysis -- Analyzing documentation -- Analyzing existing application -- Fit-Gap analysis -- Fit-Gap analysis for Dynamics 365 CE -- Out-of-the-box features - Fit-Gap analysis -- Configuring Fit-Gap analysis -- Customizing Fit-Gap analysis -- Extending Dynamics 365 CE - Fit-Gap analysis -- ISV solution - Fit-Gap analysis -- Preparing a project plan -- Defining the project scope -- Project objectives -- Project requirements -- Acceptance criteria -- Exclusions -- Phases -- Project activities -- Respective teams -- Project cost -- Schedule -- Assumptions -- Risks -- Identifying roles and responsibilities -- Details schedule -- Identifying milestones -- Summary -- Chapter 4: Preparing Functional and Technical Design Documents -- Technical requirements -- Understanding functional and technical design -- Functional design documents -- Technical design documents -- Preparing an FDD -- Introduction -- Document purpose -- Project details -- Target audience -- Terminology -- Assumptions -- Risks -- Dynamics 365 CE setup and configuration -- Administration settings -- System settings -- Data management settings -- Business unit hierarchy -- Field-level security profiles -- Security roles -- ER diagram -- Dynamics 365 CE entity design -- Customer -- Contact -- Auto service -- Auto service line -- Case -- Vehicle -- Manufacturer -- Model -- Year -- User reports -- Preparing a TDD -- Introduction -- Proposed technical design -- Infrastructure architecture -- Solution architecture -- Users -- User interface -- Application layer -- Integration layer -- Integration architecture -- Application architecture Development environment and release strategy -- Data migration -- Dynamics 365 CE extensions -- Scripting -- Plugins -- Workflow tasks -- Summary -- Chapter 5: Configuring Your Dynamics 365 CE Organization -- Technical requirements -- Understanding Dynamics 365 CE configuration -- Configuring personal settings options -- General -- Synchronization -- Activities -- Formats -- Email Templates -- Email Signatures -- Email -- Privacy -- Languages -- Configuring administration settings -- Announcements -- Auto-Numbering -- System Settings -- General -- Enable Auto-Save -- Set the full-name format -- Set whether reassigned records are shared with the original owner -- Set custom Help URL -- Use the new Unified Interface only (recommended) -- Timeout settings -- Enable embedding of certain legacy dialogs in a Unified Interface browser client -- Auditing -- Email -- Marketing -- Customization -- Outlook -- Reporting -- Calendar -- Goal -- Sales -- Service -- Synchronization -- Mobile Client -- Previews -- Language -- Subscription Management -- System Notification -- Resources In Use -- Yammer -- Virtual Entity Data Sources -- Configuring business management settings -- Fiscal Year Settings -- Business Closures -- Queues -- Sales Territories -- Sites -- Currencies -- Relationship Roles -- Rollup Queries -- Goal Metrics -- Facilities/Equipment -- Resource Groups -- Services -- Subjects -- Connection roles -- Automatic Record Creation and Update Rule -- Configuring service management settings -- Routing Rules Sets -- SLAs -- Entitlement -- Configuring data management settings -- Duplicate Detection Settings -- Duplicate Detection Rules -- Duplicate Detection Job -- Bulk Record Deletion -- Data Import Options -- Data Maps -- Templates for Data Import -- Import -- Sample Data -- Configuring document management settings -- Document Management Settings SharePoint Document Locations -- SharePoint Sites -- OneNote Integration -- OneDrive for Business -- Setting up email configuration -- Email Server Profile -- Mailboxes -- Migrate Email Router Data -- Email Configuration Settings -- Server-Side Synchronization Monitoring -- Summary -- Chapter 6: Customizing Dynamics 365 CE -- Technical requirements -- Understanding Dynamics 365 CE customization -- Understanding solutions -- Publisher -- Version -- Import -- Export -- Unmanaged solutions -- Managed solutions -- Working with entities -- System entities -- Custom entities -- Creating a custom entity -- Communication and Collaboration -- Data services -- Auditing -- Outlook and mobile -- Help -- Setting up a primary field -- Understanding entity attributes -- Single Line of Text -- Multiple Lines of Text -- Option Set -- Multiple Option Set -- Two Options -- Image -- Whole Number -- Floating Point Number -- Decimal Number -- Currency -- Date and Time -- Lookup -- Customer -- Understanding field types -- Understanding form types -- Main forms -- Quick view forms -- Quick create forms -- Card forms -- Customizing the entity view -- Setting up security options -- Users -- Teams -- Security role -- Privileges -- Access levels -- Business units -- Field security profiles -- Hierarchy Security -- Positions -- Access team templates -- Changing navigation -- Customizing dashboards and charts -- Dashboards -- System dashboards -- Personal dashboards -- Chart customization -- System charts -- Personal charts -- Summary -- Chapter 7: Extending Dynamics 365 CE -- Technical requirements -- Extendibility architecture -- The presentation layer -- Client-side extensions -- Business entity component -- Command and ribbon buttons -- Web resources -- Business intelligence extensions -- Custom applications -- The platform layer -- Dynamics 365 CE web services -- The Web API. The Organization service -- The Discovery service -- Plugin assemblies -- Custom workflow assemblies -- Business entities -- The database layer -- Configuration database -- Organization database -- Implementing client-side logic -- executionContext -- Using an event handler -- Using an event handler in code -- formContext -- data -- attributes -- entity -- process -- ui -- Control -- formSelector -- navigation -- process -- quickForms -- tabs -- gridContext -- Xrm -- Understanding client-side events -- Entity form events -- OnLoad -- OnSave -- Entity field events -- OnChange -- PreSearch -- Grid events -- Tab events -- IFrame events -- Knowledge base search control events -- Process flow events -- Creating web resources -- Working with the Web API -- Implementing server-side logic -- Using the Organization service -- Retrieve -- RetrieveMultiple -- QueryByAttribute -- QueryExpression -- Create -- Update -- Delete -- Execute -- Implementing custom logic using plugins -- Writing a sample plugin -- Deploying plugin code -- Debugging plugin code -- Summary -- Chapter 8: Integrating Dynamics 365 CE with Other Applications -- Technical requirements -- Dynamics 365 CE integration options -- On-demand data integration -- Batch processing -- Using the Dynamics 365 CE SDK -- Creating a console application to import data -- Integrating Dynamics 365 CE with Power Automate -- Integrating Dynamics 365 CE with PowerApps -- Summary -- Chapter 9: Business Intelligence and Reporting -- Technical requirements -- Dynamics 365 CE BI capabilities -- Excel reporting -- FetchXML reporting -- SQL reports -- Power BI reports -- Using Report Wizard -- Writing a custom report in Visual Studio -- Deploying a report -- Adding grouping to a report -- Adding a filter to a report -- Adding pre-filtering support -- Adding a parameter to a report -- Writing Power BI reports Deploying a Power BI report to Dynamics 365 CE. |
| ctrlnum | (ZDB-30-PQE)EBC6130757 (ZDB-30-PAD)EBC6130757 (ZDB-89-EBL)EBL6130757 (OCoLC)1145582890 (DE-599)BVBBV047693337 |
| dewey-full | 658.812028553 |
| dewey-hundreds | 600 - Technology (Applied sciences) |
| dewey-ones | 658 - General management |
| dewey-raw | 658.812028553 |
| dewey-search | 658.812028553 |
| dewey-sort | 3658.812028553 |
| dewey-tens | 650 - Management and auxiliary services |
| discipline | Wirtschaftswissenschaften |
| discipline_str_mv | Wirtschaftswissenschaften |
| format | Electronic eBook |
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| id | DE-604.BV047693337 |
| illustrated | Not Illustrated |
| index_date | 2024-07-03T18:57:26Z |
| indexdate | 2024-07-10T09:19:20Z |
| institution | BVB |
| isbn | 9781838550882 |
| language | English |
| oai_aleph_id | oai:aleph.bib-bvb.de:BVB01-033077330 |
| oclc_num | 1145582890 |
| open_access_boolean | |
| physical | 1 online resource (421 pages) |
| psigel | ZDB-30-PQE |
| publishDate | 2020 |
| publishDateSearch | 2020 |
| publishDateSort | 2020 |
| publisher | Packt Publishing, Limited |
| record_format | marc |
| spelling | Pal, Mahender Verfasser aut Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions Birmingham Packt Publishing, Limited 2020 ©2020 1 online resource (421 pages) txt rdacontent c rdamedia cr rdacarrier Description based on publisher supplied metadata and other sources Cover -- Title Page -- Copyright and Credits -- Dedication -- About Packt -- Contributors -- Table of Contents -- Preface -- Chapter 1: Introduction to Dynamics 365 CE -- Technical requirements -- Introduction to Dynamics 365 -- Introduction to Dynamics 365 apps -- Sales -- Marketing -- Customer Service -- Field Service -- Project Service -- Finance and Supply Chain Management -- Talent -- Retail -- Introduction to Dynamics 365 CE -- Dynamics 365 CE features -- UI enhancement -- Custom apps -- Inbuilt Sitemap Designer -- Editable grids -- Business process flow enhancement -- MultiSelect Option Set -- Dynamics 365 app for Outlook -- Dynamics 365 app for phone -- Virtual entities -- Relevance Search -- Understanding deployment options -- Cloud -- On-premise -- Hybrid deployment -- Dynamics 365 CE clients -- Web client -- Unified Interface client -- Mobile client -- Dynamics 365 CE for Outlook -- Dynamics 365 CE app for Outlook -- USD client -- Custom client -- Understanding subscription options -- Setting up a Dynamics 365 online trial -- Summary -- Chapter 2: Implementation Methodology -- Understanding project management -- Understanding project management methodologies -- The Waterfall methodology -- The Spiral methodology -- The Agile methodology -- The Scrum methodology -- Product backlog -- Sprint planning -- Daily standup -- Sprint review -- Backlog refinement -- RAD -- Requirement planning -- Developing a prototype -- Testing -- Release -- Microsoft Sure Step -- Microsoft Sure Step - projects -- Microsoft Sure Step - phases -- Kanban -- Feature Driven Development -- DevOps -- Choosing a methodology for Dynamics 365 CE -- Summary -- Chapter 3: Requirement Gathering and Analysis -- Technical requirements -- Understanding requirements -- Business requirements -- Functional requirements -- Non-functional requirements Requirement gathering and analysis -- Requirement gathering -- Interview -- Open-ended questions -- Closed-ended questions -- Questionnaire -- Open-ended questionnaire -- Closed-ended questionnaire -- Workshops -- Brainstorming -- Prototype -- Analysis -- Analyzing documentation -- Analyzing existing application -- Fit-Gap analysis -- Fit-Gap analysis for Dynamics 365 CE -- Out-of-the-box features - Fit-Gap analysis -- Configuring Fit-Gap analysis -- Customizing Fit-Gap analysis -- Extending Dynamics 365 CE - Fit-Gap analysis -- ISV solution - Fit-Gap analysis -- Preparing a project plan -- Defining the project scope -- Project objectives -- Project requirements -- Acceptance criteria -- Exclusions -- Phases -- Project activities -- Respective teams -- Project cost -- Schedule -- Assumptions -- Risks -- Identifying roles and responsibilities -- Details schedule -- Identifying milestones -- Summary -- Chapter 4: Preparing Functional and Technical Design Documents -- Technical requirements -- Understanding functional and technical design -- Functional design documents -- Technical design documents -- Preparing an FDD -- Introduction -- Document purpose -- Project details -- Target audience -- Terminology -- Assumptions -- Risks -- Dynamics 365 CE setup and configuration -- Administration settings -- System settings -- Data management settings -- Business unit hierarchy -- Field-level security profiles -- Security roles -- ER diagram -- Dynamics 365 CE entity design -- Customer -- Contact -- Auto service -- Auto service line -- Case -- Vehicle -- Manufacturer -- Model -- Year -- User reports -- Preparing a TDD -- Introduction -- Proposed technical design -- Infrastructure architecture -- Solution architecture -- Users -- User interface -- Application layer -- Integration layer -- Integration architecture -- Application architecture Development environment and release strategy -- Data migration -- Dynamics 365 CE extensions -- Scripting -- Plugins -- Workflow tasks -- Summary -- Chapter 5: Configuring Your Dynamics 365 CE Organization -- Technical requirements -- Understanding Dynamics 365 CE configuration -- Configuring personal settings options -- General -- Synchronization -- Activities -- Formats -- Email Templates -- Email Signatures -- Email -- Privacy -- Languages -- Configuring administration settings -- Announcements -- Auto-Numbering -- System Settings -- General -- Enable Auto-Save -- Set the full-name format -- Set whether reassigned records are shared with the original owner -- Set custom Help URL -- Use the new Unified Interface only (recommended) -- Timeout settings -- Enable embedding of certain legacy dialogs in a Unified Interface browser client -- Auditing -- Email -- Marketing -- Customization -- Outlook -- Reporting -- Calendar -- Goal -- Sales -- Service -- Synchronization -- Mobile Client -- Previews -- Language -- Subscription Management -- System Notification -- Resources In Use -- Yammer -- Virtual Entity Data Sources -- Configuring business management settings -- Fiscal Year Settings -- Business Closures -- Queues -- Sales Territories -- Sites -- Currencies -- Relationship Roles -- Rollup Queries -- Goal Metrics -- Facilities/Equipment -- Resource Groups -- Services -- Subjects -- Connection roles -- Automatic Record Creation and Update Rule -- Configuring service management settings -- Routing Rules Sets -- SLAs -- Entitlement -- Configuring data management settings -- Duplicate Detection Settings -- Duplicate Detection Rules -- Duplicate Detection Job -- Bulk Record Deletion -- Data Import Options -- Data Maps -- Templates for Data Import -- Import -- Sample Data -- Configuring document management settings -- Document Management Settings SharePoint Document Locations -- SharePoint Sites -- OneNote Integration -- OneDrive for Business -- Setting up email configuration -- Email Server Profile -- Mailboxes -- Migrate Email Router Data -- Email Configuration Settings -- Server-Side Synchronization Monitoring -- Summary -- Chapter 6: Customizing Dynamics 365 CE -- Technical requirements -- Understanding Dynamics 365 CE customization -- Understanding solutions -- Publisher -- Version -- Import -- Export -- Unmanaged solutions -- Managed solutions -- Working with entities -- System entities -- Custom entities -- Creating a custom entity -- Communication and Collaboration -- Data services -- Auditing -- Outlook and mobile -- Help -- Setting up a primary field -- Understanding entity attributes -- Single Line of Text -- Multiple Lines of Text -- Option Set -- Multiple Option Set -- Two Options -- Image -- Whole Number -- Floating Point Number -- Decimal Number -- Currency -- Date and Time -- Lookup -- Customer -- Understanding field types -- Understanding form types -- Main forms -- Quick view forms -- Quick create forms -- Card forms -- Customizing the entity view -- Setting up security options -- Users -- Teams -- Security role -- Privileges -- Access levels -- Business units -- Field security profiles -- Hierarchy Security -- Positions -- Access team templates -- Changing navigation -- Customizing dashboards and charts -- Dashboards -- System dashboards -- Personal dashboards -- Chart customization -- System charts -- Personal charts -- Summary -- Chapter 7: Extending Dynamics 365 CE -- Technical requirements -- Extendibility architecture -- The presentation layer -- Client-side extensions -- Business entity component -- Command and ribbon buttons -- Web resources -- Business intelligence extensions -- Custom applications -- The platform layer -- Dynamics 365 CE web services -- The Web API. The Organization service -- The Discovery service -- Plugin assemblies -- Custom workflow assemblies -- Business entities -- The database layer -- Configuration database -- Organization database -- Implementing client-side logic -- executionContext -- Using an event handler -- Using an event handler in code -- formContext -- data -- attributes -- entity -- process -- ui -- Control -- formSelector -- navigation -- process -- quickForms -- tabs -- gridContext -- Xrm -- Understanding client-side events -- Entity form events -- OnLoad -- OnSave -- Entity field events -- OnChange -- PreSearch -- Grid events -- Tab events -- IFrame events -- Knowledge base search control events -- Process flow events -- Creating web resources -- Working with the Web API -- Implementing server-side logic -- Using the Organization service -- Retrieve -- RetrieveMultiple -- QueryByAttribute -- QueryExpression -- Create -- Update -- Delete -- Execute -- Implementing custom logic using plugins -- Writing a sample plugin -- Deploying plugin code -- Debugging plugin code -- Summary -- Chapter 8: Integrating Dynamics 365 CE with Other Applications -- Technical requirements -- Dynamics 365 CE integration options -- On-demand data integration -- Batch processing -- Using the Dynamics 365 CE SDK -- Creating a console application to import data -- Integrating Dynamics 365 CE with Power Automate -- Integrating Dynamics 365 CE with PowerApps -- Summary -- Chapter 9: Business Intelligence and Reporting -- Technical requirements -- Dynamics 365 CE BI capabilities -- Excel reporting -- FetchXML reporting -- SQL reports -- Power BI reports -- Using Report Wizard -- Writing a custom report in Visual Studio -- Deploying a report -- Adding grouping to a report -- Adding a filter to a report -- Adding pre-filtering support -- Adding a parameter to a report -- Writing Power BI reports Deploying a Power BI report to Dynamics 365 CE. Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients Customer relations-Data processing Erscheint auch als Druck-Ausgabe Pal, Mahender Implementing Microsoft Dynamics 365 Customer Engagement Birmingham : Packt Publishing, Limited,c2020 9781838556877 |
| spellingShingle | Pal, Mahender Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions Cover -- Title Page -- Copyright and Credits -- Dedication -- About Packt -- Contributors -- Table of Contents -- Preface -- Chapter 1: Introduction to Dynamics 365 CE -- Technical requirements -- Introduction to Dynamics 365 -- Introduction to Dynamics 365 apps -- Sales -- Marketing -- Customer Service -- Field Service -- Project Service -- Finance and Supply Chain Management -- Talent -- Retail -- Introduction to Dynamics 365 CE -- Dynamics 365 CE features -- UI enhancement -- Custom apps -- Inbuilt Sitemap Designer -- Editable grids -- Business process flow enhancement -- MultiSelect Option Set -- Dynamics 365 app for Outlook -- Dynamics 365 app for phone -- Virtual entities -- Relevance Search -- Understanding deployment options -- Cloud -- On-premise -- Hybrid deployment -- Dynamics 365 CE clients -- Web client -- Unified Interface client -- Mobile client -- Dynamics 365 CE for Outlook -- Dynamics 365 CE app for Outlook -- USD client -- Custom client -- Understanding subscription options -- Setting up a Dynamics 365 online trial -- Summary -- Chapter 2: Implementation Methodology -- Understanding project management -- Understanding project management methodologies -- The Waterfall methodology -- The Spiral methodology -- The Agile methodology -- The Scrum methodology -- Product backlog -- Sprint planning -- Daily standup -- Sprint review -- Backlog refinement -- RAD -- Requirement planning -- Developing a prototype -- Testing -- Release -- Microsoft Sure Step -- Microsoft Sure Step - projects -- Microsoft Sure Step - phases -- Kanban -- Feature Driven Development -- DevOps -- Choosing a methodology for Dynamics 365 CE -- Summary -- Chapter 3: Requirement Gathering and Analysis -- Technical requirements -- Understanding requirements -- Business requirements -- Functional requirements -- Non-functional requirements Requirement gathering and analysis -- Requirement gathering -- Interview -- Open-ended questions -- Closed-ended questions -- Questionnaire -- Open-ended questionnaire -- Closed-ended questionnaire -- Workshops -- Brainstorming -- Prototype -- Analysis -- Analyzing documentation -- Analyzing existing application -- Fit-Gap analysis -- Fit-Gap analysis for Dynamics 365 CE -- Out-of-the-box features - Fit-Gap analysis -- Configuring Fit-Gap analysis -- Customizing Fit-Gap analysis -- Extending Dynamics 365 CE - Fit-Gap analysis -- ISV solution - Fit-Gap analysis -- Preparing a project plan -- Defining the project scope -- Project objectives -- Project requirements -- Acceptance criteria -- Exclusions -- Phases -- Project activities -- Respective teams -- Project cost -- Schedule -- Assumptions -- Risks -- Identifying roles and responsibilities -- Details schedule -- Identifying milestones -- Summary -- Chapter 4: Preparing Functional and Technical Design Documents -- Technical requirements -- Understanding functional and technical design -- Functional design documents -- Technical design documents -- Preparing an FDD -- Introduction -- Document purpose -- Project details -- Target audience -- Terminology -- Assumptions -- Risks -- Dynamics 365 CE setup and configuration -- Administration settings -- System settings -- Data management settings -- Business unit hierarchy -- Field-level security profiles -- Security roles -- ER diagram -- Dynamics 365 CE entity design -- Customer -- Contact -- Auto service -- Auto service line -- Case -- Vehicle -- Manufacturer -- Model -- Year -- User reports -- Preparing a TDD -- Introduction -- Proposed technical design -- Infrastructure architecture -- Solution architecture -- Users -- User interface -- Application layer -- Integration layer -- Integration architecture -- Application architecture Development environment and release strategy -- Data migration -- Dynamics 365 CE extensions -- Scripting -- Plugins -- Workflow tasks -- Summary -- Chapter 5: Configuring Your Dynamics 365 CE Organization -- Technical requirements -- Understanding Dynamics 365 CE configuration -- Configuring personal settings options -- General -- Synchronization -- Activities -- Formats -- Email Templates -- Email Signatures -- Email -- Privacy -- Languages -- Configuring administration settings -- Announcements -- Auto-Numbering -- System Settings -- General -- Enable Auto-Save -- Set the full-name format -- Set whether reassigned records are shared with the original owner -- Set custom Help URL -- Use the new Unified Interface only (recommended) -- Timeout settings -- Enable embedding of certain legacy dialogs in a Unified Interface browser client -- Auditing -- Email -- Marketing -- Customization -- Outlook -- Reporting -- Calendar -- Goal -- Sales -- Service -- Synchronization -- Mobile Client -- Previews -- Language -- Subscription Management -- System Notification -- Resources In Use -- Yammer -- Virtual Entity Data Sources -- Configuring business management settings -- Fiscal Year Settings -- Business Closures -- Queues -- Sales Territories -- Sites -- Currencies -- Relationship Roles -- Rollup Queries -- Goal Metrics -- Facilities/Equipment -- Resource Groups -- Services -- Subjects -- Connection roles -- Automatic Record Creation and Update Rule -- Configuring service management settings -- Routing Rules Sets -- SLAs -- Entitlement -- Configuring data management settings -- Duplicate Detection Settings -- Duplicate Detection Rules -- Duplicate Detection Job -- Bulk Record Deletion -- Data Import Options -- Data Maps -- Templates for Data Import -- Import -- Sample Data -- Configuring document management settings -- Document Management Settings SharePoint Document Locations -- SharePoint Sites -- OneNote Integration -- OneDrive for Business -- Setting up email configuration -- Email Server Profile -- Mailboxes -- Migrate Email Router Data -- Email Configuration Settings -- Server-Side Synchronization Monitoring -- Summary -- Chapter 6: Customizing Dynamics 365 CE -- Technical requirements -- Understanding Dynamics 365 CE customization -- Understanding solutions -- Publisher -- Version -- Import -- Export -- Unmanaged solutions -- Managed solutions -- Working with entities -- System entities -- Custom entities -- Creating a custom entity -- Communication and Collaboration -- Data services -- Auditing -- Outlook and mobile -- Help -- Setting up a primary field -- Understanding entity attributes -- Single Line of Text -- Multiple Lines of Text -- Option Set -- Multiple Option Set -- Two Options -- Image -- Whole Number -- Floating Point Number -- Decimal Number -- Currency -- Date and Time -- Lookup -- Customer -- Understanding field types -- Understanding form types -- Main forms -- Quick view forms -- Quick create forms -- Card forms -- Customizing the entity view -- Setting up security options -- Users -- Teams -- Security role -- Privileges -- Access levels -- Business units -- Field security profiles -- Hierarchy Security -- Positions -- Access team templates -- Changing navigation -- Customizing dashboards and charts -- Dashboards -- System dashboards -- Personal dashboards -- Chart customization -- System charts -- Personal charts -- Summary -- Chapter 7: Extending Dynamics 365 CE -- Technical requirements -- Extendibility architecture -- The presentation layer -- Client-side extensions -- Business entity component -- Command and ribbon buttons -- Web resources -- Business intelligence extensions -- Custom applications -- The platform layer -- Dynamics 365 CE web services -- The Web API. The Organization service -- The Discovery service -- Plugin assemblies -- Custom workflow assemblies -- Business entities -- The database layer -- Configuration database -- Organization database -- Implementing client-side logic -- executionContext -- Using an event handler -- Using an event handler in code -- formContext -- data -- attributes -- entity -- process -- ui -- Control -- formSelector -- navigation -- process -- quickForms -- tabs -- gridContext -- Xrm -- Understanding client-side events -- Entity form events -- OnLoad -- OnSave -- Entity field events -- OnChange -- PreSearch -- Grid events -- Tab events -- IFrame events -- Knowledge base search control events -- Process flow events -- Creating web resources -- Working with the Web API -- Implementing server-side logic -- Using the Organization service -- Retrieve -- RetrieveMultiple -- QueryByAttribute -- QueryExpression -- Create -- Update -- Delete -- Execute -- Implementing custom logic using plugins -- Writing a sample plugin -- Deploying plugin code -- Debugging plugin code -- Summary -- Chapter 8: Integrating Dynamics 365 CE with Other Applications -- Technical requirements -- Dynamics 365 CE integration options -- On-demand data integration -- Batch processing -- Using the Dynamics 365 CE SDK -- Creating a console application to import data -- Integrating Dynamics 365 CE with Power Automate -- Integrating Dynamics 365 CE with PowerApps -- Summary -- Chapter 9: Business Intelligence and Reporting -- Technical requirements -- Dynamics 365 CE BI capabilities -- Excel reporting -- FetchXML reporting -- SQL reports -- Power BI reports -- Using Report Wizard -- Writing a custom report in Visual Studio -- Deploying a report -- Adding grouping to a report -- Adding a filter to a report -- Adding pre-filtering support -- Adding a parameter to a report -- Writing Power BI reports Deploying a Power BI report to Dynamics 365 CE. Customer relations-Data processing |
| title | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_auth | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_exact_search | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_exact_search_txtP | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_full | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_fullStr | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_full_unstemmed | Implementing Microsoft Dynamics 365 Customer Engagement Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| title_short | Implementing Microsoft Dynamics 365 Customer Engagement |
| title_sort | implementing microsoft dynamics 365 customer engagement configure customize and extend dynamics 365 ce in order to create effective crm solutions |
| title_sub | Configure, Customize, and Extend Dynamics 365 CE in Order to Create Effective CRM Solutions |
| topic | Customer relations-Data processing |
| topic_facet | Customer relations-Data processing |
| work_keys_str_mv | AT palmahender implementingmicrosoftdynamics365customerengagementconfigurecustomizeandextenddynamics365ceinordertocreateeffectivecrmsolutions |