The following scenario illustrates how business rules are managed in Dynamics 365. We will use the same school management scenario that is explored in Chapter 10, Working with the XRM Framework.

Mastering Microsoft Dynamics 365 Customer Engagement
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Mastering Microsoft Dynamics 365 Customer Engagement
By:
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)
Preface
Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
Working with Sales
Working with Service
Working with Marketing
Understanding the New Unified User Interface
Section 2: Understanding Customization and App Design
Designing Unified Interface Apps
Customization Enhancements in Dynamics 365
Business Process Flows and Rules in Dynamics 365
Section 3: Development Enhancements and Code Improvements in Dynamics 365
Client-Side Scripting
Plugin Development with Dynamics 365
Working with the XRM Framework
Mobile Enhancements in Dynamics 365
Virtual Entities in Dynamics 365
Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
Working with Dynamics 365 Portals
Configuration Enhancements in Dynamics 365
Analytics with Dynamics 365 (Word and Excel Templates)
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