Dynamics 365 Ce Essentials
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Dynamics 365 Ce Essentials
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Author : Sarah Critchley
language : en
Publisher: Apress
Release Date : 2018-11-20
Dynamics 365 Ce Essentials written by Sarah Critchley and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-11-20 with Computers categories.
Discover how to set up core Dynamics 365 Customer Engagement functionality and learn how to build more customized processes on top of the standard capabilities. This book starts by showing you how to set up the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In the second section, you’ll work through UI customizations, process automation and reporting in Dynamics 365 CE. Learn about the App Framework, how to create model-driven apps and how to get started with the Common Data Service for Apps. Leverage Microsoft Flow within Dynamics 365 CE to create loosely coupled business applications using automation from Microsoft and third-party services. After reading Dynamics 365 CE Essentials, you will have mastered the core functionality available in Dynamics 365 CE and be able to set it up for a number of different scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Learn about the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365.
Dynamics 365 Essentials
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Author : Sarah Critchley
language : en
Publisher: Apress
Release Date : 2020-06-25
Dynamics 365 Essentials written by Sarah Critchley and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-06-25 with Computers categories.
Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents. After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios. What You Will LearnSet up the core standard features of Dynamics 365 CE Create model-driven apps within Dynamics 365 customized to specific business needs Customize Dynamics 365 CE and leverage process automation functionality through the UI Study the Common Data Service for Apps Who This Book Is For Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365
Fundamentals Of Crm With Dynamics 365 And Power Platform
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Author : Nicolae Tarla
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-10-06
Fundamentals Of Crm With Dynamics 365 And Power Platform written by Nicolae Tarla and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-10-06 with Computers categories.
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Implementing Microsoft Dynamics 365 Customer Engagement
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Author : Mahender Pal
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-03-06
Implementing Microsoft Dynamics 365 Customer Engagement written by Mahender Pal and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2020-03-06 with Computers categories.
Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.
Microsoft Dynamics 365 Learning The Essentials
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Author : Mark Dascano
language : en
Publisher: First Rank Publishing
Release Date : 2018-12-04
Microsoft Dynamics 365 Learning The Essentials written by Mark Dascano and has been published by First Rank Publishing this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-12-04 with Computers categories.
Microsoft Dynamics 365 is a new enterprise resource planning (ERP) based product and a customer relationship management (CRM) application that was made by Microsoft in July 2016. The product had a formal release in November 2016 as a part of the complete Microsoft Dynamics Line. The Dynamics product line is available in two editions the Business Edition that is primarily made for small and medium size companies and the Enterprise Edition for medium to large organizations. In July 2017, the product line was redesigned, and the CRM application is now called the Customer Engagement Plan. The full name of the product is now called Microsoft Dynamics 365 – for Finance and Operations. This book will look at the features of the Microsoft Dynamics 365 product to educate the reader on the capabilities of the software.
Power Platform And Dynamics 365 Ce For Absolute Beginners
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Author : Sanjaya Prakash Pradhan
language : en
Publisher: Apress
Release Date : 2022-08-29
Power Platform And Dynamics 365 Ce For Absolute Beginners written by Sanjaya Prakash Pradhan and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2022-08-29 with Computers categories.
This is your complete guide to less-code and no-code theories, along with practical application of Microsoft Power Apps and Dynamics 365 CE/CRM Apps. The book covers topics including the configurations, customizations, and enhancements in Microsoft Power Apps and Dynamics 365 CE/CRM Apps. You will start by learning Microsoft Dataverse concepts followed by Microsoft Canvas Apps, model-driven apps, and PowerApps Portals. You will understand how to work with Power Virtual Agent, Power BI, and Power Automate, and how to use AI in Power Apps. The book provides important integration concepts for Power Apps, Dynamics 365 CE/CRM Apps, and Microsoft Azure. You will know how to customize Dynamics 365 CE/CRM Apps and Power Apps using OOTB capabilities. After reading this book, you will understand how Microsoft Power Apps and Dynamics 365 CE/CRM Apps can be used, configured, and customized for your business needs using customer data. You will be able to increase efficiency in customer data management and cloud app integrations. What You Will Learn Get up to speed on the Power platform echo-system and Dynamics 365 architecture Work with Dataverse Understand the Power platform building blocks Select Power Apps to manage customer data Configure and customize Power Apps Design robust cloud flows Integrate Power BI with Dynamics 365 CE/CRM Apps Understand the core apps in Dynamics 365 CE/CRM Use AI in Power Apps Who This Book Is For Functional consultants/business analysts, technical consultants/solution architects in Power Apps and Dynamics 365 CE/CRM; and beginners who want to start a career in Power Apps and Dynamics 365 CE/CRM with easy English terms
Extending Dynamics 365 Customer Engagement Apps With Low Code
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Author : Nicolás Andrés Fernández
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-01-06
Extending Dynamics 365 Customer Engagement Apps With Low Code written by Nicolás Andrés Fernández and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-01-06 with Computers categories.
Customize your Dynamics 365 customer engagement apps to increase business productivity and customer value at scale using a low-code approach Key FeaturesLeverage Power Apps and customize Dynamics 365 CE apps to implement advanced business case scenariosCreate automation with Power Automate to empower Dynamics 365 CE users to increase their productivityEasily build bots using Power Virtual Agents for both internal and external use casesBook Description Extending Dynamics 365 Customer Engagement Apps with Low Code helps you gain a comprehensive, practical understanding of how a no-code/low-code project approach works for Dynamics 365 (D365) Customer Engagement (CE). This book covers the most relevant native capabilities for configuration, along with real-world scenarios to showcase the magic of extending D365 CE apps with Power Platform. The book starts by identifying different scenarios and use cases to extend D365 CE apps with a low-code approach. You'll learn about the different capabilities of Dataverse and Power Apps used to extend native applications. Next, you'll discover how to leverage Power Apps, both Canvas apps and model-driven apps, and Power Pages, to build apps and portals around D365 CE processes. You'll also explore Power Automate's capabilities to create or modify business processes, as well as incorporate new processes and automation. As you advance, you'll also discover how Power Virtual Agents can be implemented in D365 CE apps. The book concludes by teaching you to integrate Power BI natively with customer engagement, thus facilitating the construction of advanced reports and dashboards. By the end of this book, you'll have gained hands-on expertise in customizing CE apps with Power Platform to deliver more scalable and maintainable solutions. What you will learnLeverage the capabilities of Dataverse and Power Apps to extend Dynamics 365 CE native applicationsCreate Canvas and model-driven apps on top of Dynamics 365 CE applicationsIntegrate AI Builder capabilities with Dynamics 365 CE for advanced solutionsCreate automation with business process flow, cloud flows, and classic workflowsDeploy a chatbot and integrate it with Dynamics 365 CE processesEmbed Power BI dashboards and reports in Dynamics 365 CE appsWho this book is for This book is for Dynamics 365 developers, solutions architects, technical functional consultants, and pre-sales architects working on Dynamics 365 customer engagement who want to customize and extend their customer engagement apps with the power of low-code/no-code technology, and gain practical experience in using Power Platform components to deliver scalable, maintainable, and intelligent solutions to their clients. Working knowledge of Dynamics 365 and basic knowledge of low-code/no-code technology will help you get the most out of this book.
Exam Mb 920 Microsoft Certified Dynamics 365 Fundamentals Erp 48 Test Prep Questions
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Author : ger arevalo
language : en
Publisher: Ger Arevalo
Release Date : 2021-08-17
Exam Mb 920 Microsoft Certified Dynamics 365 Fundamentals Erp 48 Test Prep Questions written by ger arevalo and has been published by Ger Arevalo this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-08-17 with Computers categories.
This book is designed to be an ancillary to the classes, labs, and hands on practice that you have diligently worked on in preparing to obtain your MB-920: Microsoft Certified: Dynamics 365 Fundamentals (ERP) certification. I won’t bother talking about the benefits of certifications. This book tries to reinforce the knowledge that you have gained in your process of studying. It is meant as one of the end steps in your preparation for the MB-920 exam. This book is short, but It will give you a good gauge of your readiness. Learning can be seen in 4 stages: 1. Unconscious Incompetence 2. Conscious Incompetence 3. Conscious Competence 4. Unconscious Competence This book will assume the reader has already gone through the needed classes, labs, and practice. It is meant to take the reader from stage 2, Conscious Incompetence, to stage 3 Conscious Competence. At stage 3, you should be ready to take the exam. Only real-world scenarios and work experience will take you to stage 4, Unconscious Competence. I am not an author by trade. My goal is not to write the cleanest of a book. This book will get to the gist of things, no frills no thrills. The only purpose is to have the reader pass the MB-920 exam. Before we get started, we all have doubts when preparing to take an exam. What is your reason and purpose for taking this exam? Remember your reason and purpose when you have some doubts. Obstacles are the way. Control your mind, attitude, and you can control the situation. Persistence leads to confidence. Confidence erases doubts.
Power Automate Essentials A Compact Guide To Streamlined Flows
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Author : Mukund Kumar
language : en
Publisher: Mukund Kumar
Release Date : 2023-10-17
Power Automate Essentials A Compact Guide To Streamlined Flows written by Mukund Kumar and has been published by Mukund Kumar this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-10-17 with Technology & Engineering categories.
Why "Power Automate Essentials"? Diving into Power Automate, I found myself walking a path many might relate to - a journey of discovery, often feeling like assembling a puzzle with scattered pieces. While the foundation blocks of triggers, actions, and connectors were the starting points, it quickly became apparent that the real essence of Power Automate extended beyond these basics. During my study, the need for a deeper hold of elements like oData queries, expressions, and the details of dynamic content became paramount. Navigating through variables and understanding when to employ conditions, loops, and parallelism weren't just advanced features but core aspects to unlock Power Automate's full potential. Especially when working with platforms like Dataverse, SharePoint, and OneDrive, the need for an in-depth understanding is beneficial and essential. It often made me wonder: What if someone had paved this path before me? What if a guide equipped learners immediately, offering them a tool and the craft of wielding it effectively? And hence, the vision for "Power Automate Essentials" was born. I want this book to serve as a compass for learners. Instead of discovering essential features midway or later, I suggest presenting them at the outset. It's not just about creating flows; it's about understanding the architecture that supports them, ensuring every flow created is functional and ideal. If you've ever needed a structured, comprehensive guide on Power Automate that goes beyond the surface, this book is my answer to that call. With "Power Automate Essentials". I aim to bridge the knowledge gap, providing a roadmap I once wished for, ensuring every reader is well-equipped from the beginning of their Power Automate journey. Power Automate echoes for its tangible impact in the extensive digital landscape where tools constantly emerge, claiming to reinvent business processes or refine efficiency This handbook is more than just a theoretical tour of Power Automate's offerings. It represents a practical exploration stemming from hands-on experience. My experience with Power Automate has been an enlightening blend of trial, understanding, and action. With this guide, I strive to refine this practical knowledge, anchoring every principle in tangible scenarios I've faced or created solutions for. This book lays the groundwork for newcomers to Power Automate, ensuring you grasp the mechanics and the foundation. For those already familiar, it digs deeper, illuminating the intricate sides and advanced potentials that can amplify your automation activities. Power Automate's energy mirrors the very processes it aspires to refine. Its true essence is realized when we integrate its robust features into our daily operations. From streamlining email dispatches and orchestrating data interchanges across varied systems to orchestrating intricate flows linking multiple platforms, this volume's illustrations derive from genuine hurdles, authentic strategies, and tangible results. As you traverse this handbook, I aspire for you to comprehend Power Automate and envision its expansive potential. To perceive every routine task as an avenue for automation. To identify in every repetitive chore an opportunity to transform. Embark on a trip where automation transcends buzzwords, materializing into a concrete, transformative force. Let's harness, innovate, and rise in unison. Warmly, Mukund Kumar
Exam Mb 910 Microsoft Certified Dynamics 365 Fundamentals Crm 40 Test Prep Questions
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Author : Ger Arevalo
language : en
Publisher: Ger Arevalo
Release Date : 2021-08-17
Exam Mb 910 Microsoft Certified Dynamics 365 Fundamentals Crm 40 Test Prep Questions written by Ger Arevalo and has been published by Ger Arevalo this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-08-17 with Computers categories.
This book is designed to be an ancillary to the classes, labs, and hands on practice that you have diligently worked on in preparing to obtain your MB-910: Microsoft Dynamics 365 Fundamentals (CRM) certification. I won’t bother talking about the benefits of certifications. This book tries to reinforce the knowledge that you have gained in your process of studying. It is meant as one of the end steps in your preparation for the MB-910 exam. This book is short, but It will give you a good gauge of your readiness. Learning can be seen in 4 stages: 1. Unconscious Incompetence 2. Conscious Incompetence 3. Conscious Competence 4. Unconscious Competence This book will assume the reader has already gone through the needed classes, labs, and practice. It is meant to take the reader from stage 2, Conscious Incompetence, to stage 3 Conscious Competence. At stage 3, you should be ready to take the exam. Only real-world scenarios and work experience will take you to stage 4, Unconscious Competence. I am not an author by trade. My goal is not to write the cleanest of a book. This book will get to the gist of things, no frills no thrills. The only purpose is to have the reader pass the MB-910 exam. Before we get started, we all have doubts when preparing to take an exam. What is your reason and purpose for taking this exam? Remember your reason and purpose when you have some doubts. Obstacle is the way. Control your mind, attitude, and you can control the situation. Persistence leads to confidence. Confidence erases doubts.