Mastering Microsoft Dynamics 365 Customer Engagement Second Edition
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Mastering Microsoft Dynamics 365 Customer Engagement
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Author : Deepesh Somani
language : en
Publisher: Packt Publishing Ltd
Release Date : 2019-02-28
Mastering Microsoft Dynamics 365 Customer Engagement written by Deepesh Somani 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 2019-02-28 with Computers categories.
A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description 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. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.
Mastering Microsoft Dynamics 365 Customer Engagement Second Edition
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Author : Deepesh Somani
language : en
Publisher:
Release Date : 2019
Mastering Microsoft Dynamics 365 Customer Engagement Second Edition written by Deepesh Somani and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019 with categories.
A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key Features Create efficient client-side apps and customized plugins that work seamlessly Learn best practices from field experience to use Dynamics 365 efficiently Unleash the power of Dynamics 365 to maximize your organization's profits Book Description 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. What you will learn Manage various divisions of your organization using Dynamics 365 customizations Explore the XRM Framework and leverage its features Provide an enhanced mobile and tablet experience Develop client-side applications using JavaScript and the Web API Understand how to develop plugins and workflows using Dynamics 365 Explore solution framework improvements and new field types Who this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you're a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book. Downloading the example code for this book You can download the example code files for all Packt books y ...
Dynamics 365 Business Central Development Quick Start Guide
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Author : Stefano Demiliani
language : en
Publisher: Packt Publishing Ltd
Release Date : 2018-08-27
Dynamics 365 Business Central Development Quick Start Guide 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 2018-08-27 with Computers categories.
Understanding the new Microsoft Extension model for development Key Features Develop solutions for Dynamics 365 Business Central Orient yourself with the new Microsoft Extension model for development Learn modern ways to develop with Dynamics 365 Business Central Book Description Microsoft Dynamics 365 Business Central is the new SaaS ERP proposition from Microsoft. This latest version has many exciting features guaranteed to make your life easier. This book is an ideal guide to Dynamics 365 Business Central and will help you get started with implementing and designing solutions for real-world scenarios. This book will take you through the fundamental topics for implementing solutions based on Dynamics 365 Business Central (on-premise and SaaS). We'll see the core topics of the new development model (based on extensions) and we'll see how to create applications with the new Microsoft ERP proposition. The book begins by explaining the basics of Dynamics 365 Business Central and the Microsoft ERP proposition. We will then cover topics such as extensions, the new modern development model of Visual studio code, sandboxes, Docker, and many others. By the end of the book, you will have learned how to debug and compile extensions and to deploy them to the cloud and on-premise.You will also have learned how to create serverless business processes for Microsoft Dynamics 365 Business Central. What you will learn Develop solutions for Dynamics 365 Business Central Create a sandbox for extensions development (local or on cloud) Use Docker with Dynamics 365 Business Central Create extensions for Dynamics 365 Business Central Handle dependencies, translations and reporting Deploy extensions on-premise and to the cloud Create serverless processes with Dynamics 365 Business Central Understand source code management for AL Who this book is for This book is for Microsoft Dynamics 365 Business Central solution developers and architects that needs to implement solutions based on the Microsoft's ERP (on-premise and SaaS).
Microsoft Dynamics 365 For Dummies
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Author : Renato Bellu
language : en
Publisher: John Wiley & Sons
Release Date : 2018-10-23
Microsoft Dynamics 365 For Dummies written by Renato Bellu and has been published by John Wiley & Sons this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-10-23 with Computers categories.
Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!
Mastering Microsoft Dynamics Crm 2016
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Author : Deepesh Somani
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-11-28
Mastering Microsoft Dynamics Crm 2016 written by Deepesh Somani 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 2017-11-28 with Computers categories.
This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications About This Book Harness the full power of Dynamics CRM 2016 through real-world scenarios Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016 Who This Book Is For This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial. What You Will Learn Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations Learn about the XRM framework of Dynamics CRM 2016 and leverage its features Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM Get an enhanced Dynamics CRM analytics experience with Word and Excel templates Develop client-side applications using JavaScript and Web API How to develop plugins and workflows using Dynamics CRM 2016 Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016 In Detail Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios. Style and approach This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM.
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.
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.
Dynamics 365 Application Development
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Author : Deepesh Somani
language : en
Publisher:
Release Date : 2018-01-29
Dynamics 365 Application Development written by Deepesh Somani and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-01-29 with Computers categories.
Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features - Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 - Develop custom CRM solutions to improve your business applications - A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn - Discover new designers tools included in Dynamics 365 CRM - Develop apps using the platform-agnostic Web API - Leverage Azure Extensions to design cloud-aware applications - Learn how to implement CRUD operation - Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint - Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.
Microsoft Power Platform Enterprise Architecture
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Author : Robert Rybaric
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-09-25
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 2020-09-25 with Computers categories.
Gain a 360-degree view of Microsoft Power Platform and combine the benefits of Power Apps, Power BI, Power Automate, Azure, and Dynamics 365 to build an enterprise application platform for your organization Key Features Explore various Microsoft cloud components and find out how they can enhance your Power Platform solutions Get to grips with Microsoft Power Platform's security and extensibility, integration, and data migration models Discover architectural best practices for designing complex enterprise solutions Book DescriptionFor forward-looking architects and decision makers who want to craft complex solutions to serve growing business needs, Microsoft Power Platform Enterprise Architecture offers an array of architectural best practices and techniques. With this book, you’ll learn how to design robust software using the tools available in the Power Platform suite and be able to integrate them seamlessly with various Microsoft 365 and Azure components. Unlike most other resources that are overwhelmingly long and unstructured, this book covers essential concepts using concise yet practical examples to help you save time. 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 Power Apps, Power Automate, Power BI, and Power Virtual Agents with various methodologies to effectively address application lifecycle management, security, and extensibility. Finally, you'll learn how to overcome common challenges in migrating data to and from Microsoft Power Platform using proven techniques. 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.What you will learn Understand various Dynamics 365 CRM, ERP, and AI modules for creating Power Platform solutions Enhance Power Platform 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 Power Apps, Power BI, and Power Automate to create custom applications Integrate your solution with various in-house Microsoft components or third-party systems using integration patterns Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book.
Hands On Microsoft Teams
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Author : João Ferreira
language : en
Publisher: Packt Publishing Ltd
Release Date : 2020-04-30
Hands On Microsoft Teams written by João Ferreira 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 2020-04-30 with Computers categories.
(A new edition with enhanced coverage is now available) A complete guide on Teams filled with real-world scenarios and best practices to increase productivity and engagement Key Features Interactive approach to learn the key concepts of Teams and its implementation in modern workplace Discover tips and techniques for extending Teams to meet your business requirements Integrate Teams with various Microsoft services such as PowerShell, SharePoint, PowerApps, and Power Automate Book DescriptionMicrosoft Teams is a platform for unified communication in modern workplaces. It not only enables effective communication, but also helps you manage your resources through its integration with various Microsoft Office 365 services. This book offers a comprehensive introduction to the platform, getting you up to speed in no time. Complete with hands-on tutorials, and projects, this easy-to-follow guide will teach you how to use Teams in the best possible way. Starting with the basic concepts that will help you collaborate on Teams, this book takes you through expert techniques for creating and managing teams. A dedicated section also features industry practices to help enhance collaboration in modern workplaces. In later chapters, you’ll explore Microsoft services such as SharePoint, PowerApps, Power Automate, and learn how they interact with Microsoft Teams. You’ll also get to grips with dealing with permissions and security issues in managing private and public teams and channels. Along the way, you’ll discover practical scenarios that will help you improve the collaboration in your organization and increase productivity by using Teams features. By the end of this book, you’ll have hands-on experience of using Microsoft Teams, along with the skills you need to improve the way people collaborate in your organization.What you will learn Create teams, channels, and tabs in Microsoft Teams Explore the Teams architecture and various Office 365 components included in Teams Perform scheduling, and managing meetings and live events in Teams Configure and manage apps in Teams Design automated scripts for managing a Teams environment using PowerShell Build your own Microsoft Teams app without writing code Who this book is for This Microsoft Teams book is for power users and business professionals looking to use Teams for improving collaboration in an enterprise environment. The book will also be useful for Office 365 administrators interested in implementing Microsoft Teams effectively by learning about and exploring expert tips and best practices to ensure good governance.