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Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

By : Deepesh Somani
4 (3)
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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)
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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
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

Key changes

Business rules were first introduced in Microsoft Dynamics CRM 2013. Since then, Microsoft has made many enhancements to business rules. The following are some of the key changes that have been brought in:

  • In Microsoft Dynamics CRM 2013, we could only write business rules on entity forms. We could not apply them to the server side. This was changed in Microsoft Dynamics CRM 2015, where we could write the scope of the business rule as an entity. This implies that the rule will be triggered during all operations related to the entity.
  • When business rules were first introduced, we could only write if statements. There was no provision to write rules concerning else if and else. This was rectified in Microsoft Dynamics CRM 2015.
  • There were some issues with the writing of business rules and JavaScript events in the same entity field. This issue was also rectified in Microsoft...

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