Fundamentals Of Crm With Dynamics 365 And Power Platform
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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.
Microsoft Power Platform Enterprise Architecture
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Author : Robert Rybaric
language : en
Publisher: Packt Publishing Ltd
Release Date : 2023-01-31
Microsoft Power Platform Enterprise Architecture written by Robert Rybaric 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 2023-01-31 with Computers categories.
This book enables you to design tailor-made enterprise solutions using the latest models, methodologies, and patterns for your projects. It harnesses the capabilities of the Power Platform, Azure, and Dynamics 365 to create robust solutions. In this new edition, you can work with the latest technologies such as Dataverse and Power Portals to take your solutions to the next level. Purchase of the print or Kindle book includes a free eBook in PDF format Key Features Explore various Microsoft cloud components and identify the best ones to enhance your solutions Get to grips with Microsoft Power Platform's security and extensibility, integration, and data migration models Discover architectural best practices and case studies for designing complex enterprise solutions Book DescriptionThis book is for enterprise architects and decision makers who design solutions for complex business requirements. It teaches you how to use architectural best practices and methodologies to optimize an enterprise-grade solution. You'll gain an understanding of the tools available in the Power Platform suite and how to integrate them seamlessly with various Microsoft 365 and Azure components to create a tailor-made solution. Progressing through the book, you'll discover how to address application lifecycle management, security, extensibility, and data migration. This includes Power BI, which often requires a separate approach to the rest of the Power Platform. This book provides you with practical, essential, and concise information. It follows a complete, end-to-end example in every chapter, with diagrams that illustrate the intricacies of Microsoft cloud structure. It has been created by an experienced enterprise architect who actively creates solutions using Microsoft technology. By the end of this book, you'll have the strategic perspective of an enterprise architect to make accurate architectural decisions for your complex Power Platform projects. Unlike many other overwhelmingly long and unstructured resources, this book covers essential concepts using one concise yet practical example that is revisited throughout the book. You’ll develop the skills you need to architect, design, and manage a complex solution as you follow the journey of a fictitious enterprise customer as they enter the world of Power Platform. Throughout the book, you’ll discover how to combine the functionality of Microsoft Power PI, Power Automate, Power Apps, and Power Virtual Agents with various methodologies to effectively address application lifecycle management, security, and extensibility. You'll also learn how to overcome common challenges in migrating data to and from Microsoft Power Platform using proven techniques. By the end of this Microsoft book, you’ll have the strategic perspective of an enterprise architect, enabling you to make accurate architectural decisions for your complex Power Platform projects.What you will learn Understand various Microsoft Dynamics 365 CRM, ERP, and AI modules for creating Power Platform solutions Combine Power Platform capabilities with Microsoft 365 and Azure Find out which regions, staging environments, and user licensing groups need to be employed when creating enterprise solutions Implement sophisticated security by using various authentication and authorization techniques Extend Microsoft Power BI, Power Apps, and Power Automate to create custom applications Integrate your solution with various in-house Microsoft components or third-party systems using integration patterns Migrate data using a variety of approaches and best practices Who this book is for If you’re an enterprise architect or a technical decision maker looking to design complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world, then this book is for you. Familiarity with the Microsoft Power Platform and Azure services will help you follow along with this book
Becoming A Microsoft Dynamics 365 Marketing Functional Consultant
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Author : Malin Martnes
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-12-16
Becoming A Microsoft Dynamics 365 Marketing Functional Consultant written by Malin Martnes 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 2022-12-16 with Computers categories.
Learn to use Microsoft's powerful marketing automation tool, and get comprehensive knowledge with this in-depth guide covering the core capabilities of Dynamics 365 Marketing Key FeaturesTake your first step on the path to becoming a functional consultant with Dynamics 365 MarketingGet knowledge on how to use the systems features and functionality out-of-the-boxTest your knowledge with self-assessment tests to better understand the contentBook Description Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations. What you will learnCreate and manage marketing forms and pagesWrite good emails and use analytics to measure their effectivenessExplore outbound and real-time customer journeysUse Power Pages for real-time marketing eventsCreate surveys to send to your customers with Customer VoiceExploit the Microsoft ecosystem to get the best resultsWho this book is for Whether you are a marketing consultant working on implementations or a marketer using the system, this book will help you learn all about Dynamics 365 Marketing. With the help of detailed explanations and self-assessment tests, you'll explore the system and will get be ready for end-to-end implementation.
Extending Microsoft Power Apps With Power Apps Component Framework
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Author : Danish Naglekar
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-02-26
Extending Microsoft Power Apps With Power Apps Component Framework written by Danish Naglekar 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 2021-02-26 with Computers categories.
Learn how to extend the capabilities of Power Apps by building code components using Power Apps Component Framework Key FeaturesUnderstand how to extend Power Apps' capabilitiesEnhance your skills with the help of practical code components used throughout the bookOvercome common challenges, avoid pitfalls, and improve your codeBook Description Power Apps Component Framework is used by professional developers to extend the capabilities of model-driven and canvas apps. Extending Microsoft Power Apps with Power Apps Component Framework will take you through the basic as well as advanced topics using practical examples. The book starts by helping you understand the fundamentals of the framework, its lifecycle, and the tools that you'll use to build code components using best practices and file management guidelines. You'll then learn how to extend Power Apps step by step and apply the principles and concepts covered in the book to build code components for field type attributes. The book covers different ways of debugging code components and guides you through the process of building code components for datasets. You'll also explore the functions and methods provided by the framework to enhance your controls using powerful sets of libraries and extensions. As you advance, you'll get to grips with creating and managing authentication profiles, discover different ways of deploying code components, and configure code components in model-driven and canvas apps. Finally, you'll learn some of the important features of the framework and learn modern web development practices. By the end of this Power Apps book, you'll be able to build, debug, enrich, and deploy code components confidently. What you will learnUnderstand the fundamentals of Power Apps Component FrameworkExplore the tools that make it easy to build code componentsBuild code components for both a field and a datasetDebug using test harness and FiddlerImplement caching techniquesFind out how to work with the Dataverse Web APIBuild code components using React and Fluent UI controlsDiscover different deployment strategiesWho this book is for This book is for developers who are looking to build advanced skills for extending the capabilities of Power Apps. Basic knowledge of Power Apps and web development is necessary to get started with this book.
Microsoft Certified Exam Guide Power Platform Fundamentals Pl 900
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Author : Cybellium
language : en
Publisher: Cybellium Ltd
Release Date :
Microsoft Certified Exam Guide Power Platform Fundamentals Pl 900 written by Cybellium and has been published by Cybellium Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on with Computers categories.
Unlock the Power of the Microsoft Power Platform! Are you ready to embark on a journey into the dynamic world of Microsoft's Power Platform? Look no further than the "Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900)." This comprehensive book is your essential companion on the path to mastering the fundamentals of the Power Platform and acing the PL-900 exam. In today's rapidly evolving business landscape, organizations seek to empower their employees to create solutions and automate workflows. Microsoft's Power Platform, comprising Power Apps, Power Automate, Power BI, and Power Virtual Agents, is at the forefront of this revolution. Whether you're a business professional, an aspiring developer, or an IT enthusiast, this book equips you with the knowledge and skills needed to leverage the Power Platform's capabilities. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the key components and capabilities of the Power Platform, ensuring you have a solid understanding of its potential. ✔ Real-World Scenarios: Practical examples and case studies that showcase how the Power Platform is used to solve real business challenges, making learning both engaging and relevant. ✔ Exam-Ready Preparation: Thorough coverage of PL-900 exam objectives, along with practice questions and expert tips to ensure you're fully prepared for the test. ✔ Proven Expertise: Authored by Power Platform experts who hold the certification and have hands-on experience in building solutions, offering you valuable insights and practical wisdom. Whether you aspire to enhance your skills, advance your career, or simply master the Power Platform, "Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900)" is your trusted companion on this journey. Don't miss this opportunity to become a proficient Power Platform user in a competitive job market. Prepare, practice, and succeed with the ultimate resource for PL-900 certification. Order your copy today and unlock a world of possibilities with the Microsoft Power Platform! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com
Microsoft Power Pages In Action
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Author : Faisal Hussona
language : en
Publisher: Packt Publishing Ltd
Release Date : 2024-06-28
Microsoft Power Pages In Action written by Faisal Hussona 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 2024-06-28 with Computers categories.
Master low-code web app development with Power Pages, learn to customize web apps using Liquid and JavaScript guided by step-by-step instructions and real-world examples. Key Features Build custom web apps effortlessly with Power Pages' low-code platform Learn to integrate external services and databases using codeless cloud flows Extend your web apps with customizable code using ChatGPT and Copilot Purchase of the print or Kindle book includes a free PDF eBook Book DescriptionMicrosoft Power Apps Pages in Action is a comprehensive beginner's guide for effortlessly building and customizing functional-rich web apps. Packed with real-world examples, it offers a practical understanding of the Power Pages environment. You’ll understand web pages by creating data tables and forms, progress to adding web pages, and delve into advanced techniques for seamlessly integrating web apps. Now, you’ll learn how to create responsive web pages, automate web apps, and use ChatGPT-assisted coding with code snippets for common requirements or needs. As you progress, you'll be guided on crafting portals and websites, encompassing the utilization of various functionalities and layouts. Progressively, you’ll discover how to seamlessly integrate them into your web pages across multiple Microsoft technologies, including Dataverse and Power Automate. Towards the end, you'll also learn how to implement cloud flows to provide access to external services and use cloud flows to provide user experiences running processes off the page. By the end of the book, you’ll have a solid understanding of Power Pages and be able to create web applications tailored to your unique needs.What you will learn Build interactive web pages and portals using Power Pages Establish secure web sites with robust configurations for data integrity Implement responsive design for adaptable apps on different devices Integrate Power Pages with external services Learn to code using Power Pages tools and ChatGPT assistance Implement charts and custom styling in your web apps Discover where and how to use Liquid and JavaScript effectively Develop and utilize web templates for efficient app design Who this book is for This book is the ultimate guide for citizen developers aiming to build functionally rich and responsive web apps with Power Pages. With clear and concise guidance, it caters to both beginners and experienced developers, offering practical insights into every aspect of web app development. Whether you're new to the field or seeking advanced techniques, this book equips you with the skills you need to create powerful and user-friendly web apps tailored to your unique needs.
Mastering Microsoft Dynamics 365 Business Central
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Author : Stefano Demiliani
language : en
Publisher: Packt Publishing Ltd
Release Date : 2024-03-19
Mastering Microsoft Dynamics 365 Business Central written by Stefano Demiliani 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 2024-03-19 with Computers categories.
Utilize Microsoft Dynamics 365 Business Central's most recent capabilities to create bespoke business management solutions using best practices learned along the way from veterans in the industry. Purchase of the print or Kindle book includes a free PDF eBook Key Features Extend Business Central's functionalities through Azure, Power Platform, GitHub, and custom extensions Unlock the potential of data exchange and functionality expansion by integrating with external systems using APIs and OData Build reliable, maintainable, and continuously improving solutions while writing performant, well-structured code and using telemetries and DevOps Book DescriptionThis book dives straight into guiding you through the process of building real-world solutions with the AL language and Visual Studio Code. It emphasizes best practices and extensibility patterns to ensure your extensions are well-structured, maintainable, and meet the needs of modern businesses. You'll learn advanced AL techniques, report creation methods, debugging strategies, and how to leverage telemetries for monitoring. Additionally, it covers performance optimization practices and API integration to help you create efficient and interconnected solutions. With a focus on extension development, this new edition allows you to jump right into coding without spending time on setup processes. This book introduces new chapters covering essential tasks that Business Central developers frequently encounter, such as file handling and printing management. Finally, the book expands its scope by including chapters on various integration aspects, including VS Code extensions, GitHub DevOps, Azure services, and Power Platform integrations. We’ll wrap up by covering Copilot capabilities in Business Central and how you can create your own generative AI copilots. By mastering these concepts and techniques, you'll be well-equipped to create powerful and customized solutions that extend the capabilities of Dynamics 365 Business Central.What you will learn Developing a customized solution for Dynamics 365 Business Central Writing performant code following extensibility patterns Handling reporting, files, and printing on a cloud environment Handling Business Central telemetries with Azure Writing APIs and integrations for Dynamics 365 Business Central Applying DevOps and CI/CD to development projects by using GitHub Integrating Business Central with Power Platform Publishing your solutions to AppSource marketplace Manage Copilot capabilities and create your own generative AI copilot Who this book is for This book is intended for new developers who want to get started with Dynamics 365 Business Central. Professionals with expertise will also benefit from this book by enhancing their knowledge and comprehension of Dynamics 365 Business Central development platform and best practices
Exam Ref Pl 900 Microsoft Power Platform Fundamentals
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Author : Craig Zacker
language : en
Publisher: Microsoft Press
Release Date : 2023-03-16
Exam Ref Pl 900 Microsoft Power Platform Fundamentals written by Craig Zacker and has been published by Microsoft Press this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-16 with Computers categories.
Prepare for Microsoft Exam PL-900. Demonstrate your real-world knowledge of the fundamentals of Microsoft Power Platform, including its business value, core components, and the capabilities and advantages of Power BI, Power Apps, Power Automate, and Power Virtual Agents. Designed for business users, functional consultants, and other professionals, this Exam Ref focuses on the critical thinking and decision-making acumen needed for success at the Microsoft Certified: Power Platform Fundamentals level. Focus on the expertise measured by these objectives: Describe the business value of Power Platform Identify the Core Components of Power Platform Demonstrate the capabilities of Power BI Demonstrate the capabilities of Power Apps Demonstrate the capabilities of Power Automate Demonstrate the capabilities of Power Virtual Agents This Microsoft Exam Ref: Organizes its coverage by exam objectives Features strategic, what-if scenarios to challenge you Assumes you are a business user, functional consultant, or other professional who wants to improve productivity by automating business processes, analyzing data, creating simple app experiences, or developing business enhancements to Microsoft cloud solutions. About the Exam Exam PL-900 focuses on knowledge needed to describe the value of Power Platform services and of extending solutions; describe Power Platform administration and security; describe Common Data Service, Connectors, and AI Builder; identify common Power BI components; connect to and consume data; build basic dashboards with Power BI; identify common Power Apps components; build basic canvas and model-driven apps; describe Power Apps portals; identify common Power Automate components; build basic flows; describe Power Virtual Agents capabilities; and build and publish basic chatbots. About Microsoft Certification Passing this exam fulfills your requirements for the Microsoft Certified: Power Platform Fundamentals certification, demonstrating your understanding of Power Platform's core capabilities–from business value and core product capabilities to building simple apps, connecting data sources, automating basic business processes, creating dashboards, and creating chatbots. With this certification, you can move on to earn specialist certifications covering more advanced aspects of Power Apps and Power BI, including Microsoft Certified: Power Platform App Maker Associate and Power Platform Data Analyst Associate. See full details at: microsoft.com/learn
Mastering Selling Skills
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Author : Hassan El-Zein
language : en
Publisher: Hassan El-Zein
Release Date : 2021-01-21
Mastering Selling Skills written by Hassan El-Zein and has been published by Hassan El-Zein this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-01-21 with Business & Economics categories.
Introduction Selling is a process that proceeds from devising into prospecting, encountering, and then closing. Questions that are related to these four stages must be catered to: · What technological tools must the salespeople be empowered with? · Should a salesperson interact more with existing customers or new customers? · What are the right questions that salespeople should use in addressing prospects? · What are the tactics or strategies to close the sale? After understanding all the critical elements in the selling process, one should have a deeper insight into the essentials of service, communication, and negotiation, without overlooking the importance of cultural and emotional intelligence. Service is all about consistency and catering to the needs of the customers. One of the major needs of the customer is the competitive price. What are the other major needs? What additional needs must be fulfilled for each service or business one is in? Tenacity is a major skill needed by both salespeople and customer service personnel. What are the other necessary skills? What is customer relationship management? Surely, we will answer all of this in a highly concise communicative style! Communication is all about listening, body language, proper usage, and skills of both e-mail and telephone operations, as well as presentation skills such as PowerPoint. This book has a section called “Helicopter View” that will concisely explain CRM sales and service as well as major useful shortcuts in PowerPoint. Communication must also be clear, concise, and complete. Based on this, this eBook is built! Negotiation is all about planning and anticipating. One must be well prepared to overcome impasses, know his or her reservation prices, master the major negotiation tactics, and counter them meticulously. This is not all! What happens if you have to sell something abroad? Do you have the necessary cultural intelligence? How much knowledge do you have of various cultures? What is your level of adaptation? And is that motivating enough to you? In addition to the cultural quotient, we will also cover the criticality of the emotional and adversity quotients. As you can see, selling requires a lot of skills. Yet if you attain them all as this eBook will guide you, it is guaranteed you can sell any good product or service!
Netsuite For Consultants
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Author : Peter Ries
language : en
Publisher: Packt Publishing Ltd
Release Date : 2022-01-07
Netsuite For Consultants written by Peter Ries 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 2022-01-07 with Computers categories.
Get hands-on with NetSuite implementation, customization, and integration services for automating operations and accelerating business growth Key Features Understand how to consult a new client from the kick-off meeting to their go-live and beyond in the fastest possible time Explore the new features in NetSuite 2021 and learn best practices for ERP and CRM consultants Avoid the common pitfalls that consultants can run into when implementing NetSuite Book DescriptionNetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.What you will learn Understand the NetSuite ecosystem, including its main modules, the platform, and related features Explore the fundamentals of NetSuite and get ready to implement it in any organization Discover how to manage gaps, data migration, and integrations with NetSuite Find out how to minimize disruptions in finance as you migrate to NetSuite Understand the steps to configure your organization s account and how development and testing fit into the implementation schedule Refine your skills with NetSuite tips and tricks and make each implementation process a success Who this book is for This book is aimed at consultants, NetSuite users, and partners who are tasked with guiding the organizations to get their business up and running with NetSuite. Basic NetSuite training and a general understanding of its features is required to get the most out of this book.