Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Mastering Microsoft Dynamics 365 Customer Engagement
  • Table Of Contents Toc
  • Feedback & Rating feedback
Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

By : Deepesh Somani
4 (3)
close
close
Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

4 (3)
By: Deepesh Somani

Overview of this book

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.
Table of Contents (21 chapters)
close
close
Free Chapter
1
Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
6
Section 2: Understanding Customization and App Design
7
Designing Unified Interface Apps
chevron up
10
Section 3: Development Enhancements and Code Improvements in Dynamics 365
16
Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Summary

In this chapter, you saw how applications have been introduced as a new and powerful navigation feature in Dynamics 365. We also looked at how applications provide the users with quick access to the most relevant options that they need to use to achieve their day-to-day CRM work. Now, we can have multiple site maps per application and use the built-in App Designer tool in the product itself.

We also took a detailed look at the new App Designer, and how to add components to the applications. You saw the Unified Interface client for the application, which provides an interactive environment for CRM users. You saw how to create a new application from an existing solution and site map. You also saw how to create views for the application, as well as how to set a default welcome page for it.

In the next chapter, you will learn about the fields and new features for dependable...

Unlock full access

Continue reading for free

A Packt free trial gives you instant online access to our library of over 7000 practical eBooks and videos, constantly updated with the latest in tech

Create a Note

Modal Close icon
You need to login to use this feature.
notes
bookmark search playlist font-size

Change the font size

margin-width

Change margin width

day-mode

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Delete Bookmark

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Delete Note

Modal Close icon
Are you sure you want to delete it?
Cancel
Yes, Delete

Edit Note

Modal Close icon
Write a note (max 255 characters)
Cancel
Update Note

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY