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A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management 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 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 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.
Application software --- Management information systems --- Development. --- Microsoft CRM.
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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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