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Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. You will: Choose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility.
Customer relations --- Computer programs. --- Business --- Public relations --- Consumer affairs departments --- Customer advisory boards --- Relationship marketing --- Microsoft software. --- Microsoft .NET Framework. --- Computer science. --- Microsoft and .NET. --- Computer Applications. --- Programming Languages, Compilers, Interpreters. --- Informatics --- Science --- Computer software --- Application software. --- Programming languages (Electronic computers). --- Computer languages --- Computer program languages --- Computer programming languages --- Machine language --- Electronic data processing --- Languages, Artificial --- Application computer programs --- Application computer software --- Applications software --- Apps (Computer software) --- Microsoft CRM.
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Use the full range of features of Dynamics 365 Portal to develop and implement end user portals to provide your audience an online location to communicate and collaborate. This book guides you through implementation and highlights the best practices for each feature. Author Sanjaya Yapa begins with an introduction to end user portals in Dynamics 365 and takes you through a practical example that explains the features in detail. He then teaches you how the portal security works and best practices involved while configuring security such as local and federated authentication, web roles, and access rules. Helpful illustrations and directives guide you in setting up your portal with Dynamics 365 Customer Engagement (CE), basic customizations, content management, and web forms. You learn how to configure and manage document storage and learn about liquid templates, which is important when implementing custom web experiences for your end users. After reading this book, you will be able to implement a portal with Dynamics 365 CE and incorporate best practices in your enterprise-scale solutions. You will: Set up Dynamics 365 Portal within your Dynamics 365 instance Get familiar with Portal Management Interface and its features Know the security models and how to choose the best option Use Entity Forms, lists, displaying charts, and customize Portal Refer to practical examples and case studies for developing and implementing advanced liquid templates.
Microsoft software. --- Microsoft .NET Framework. --- Application software. --- Microsoft and .NET. --- Computer Applications. --- Business --- Computer programs. --- Application computer programs --- Application computer software --- Applications software --- Apps (Computer software) --- Computer software --- Dot Net (Software framework) --- Microsoft .NET --- Microsoft .NET software framework --- .NET Framework
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