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Microsoft Dynamics 365 Project Operations


Microsoft Dynamics 365 Project Operations
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Microsoft Dynamics 365 Project Operations


Microsoft Dynamics 365 Project Operations
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Author : Robert Houdeshell
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-05-14

Microsoft Dynamics 365 Project Operations written by Robert Houdeshell 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 2021-05-14 with Computers categories.


Discover the endless capabilities and end-to-end project management functionalities of Dynamics 365 Project Operations to drive your firm's project success and ensure rapid business growth in the competitive digital economic world Key FeaturesDeliver successful projects via improved collaboration, visibility, and teamwork using Microsoft Project Operations solutionsGain real-time data insights to modernize business strategies to increase market shareBuild the right project operations models to meet business needs with an optimized budgetBook Description Dynamics 365 Project Operations is a game-changing solution set for project-driven businesses that allows you to deliver commercially successful projects in a timely and cost-effective manner, keeping the project teams productive and collaborative. With this book, you'll find out how you can bring more value to the business by winning new projects and driving exponential revenue growth. Starting with the key principles of Project Operations, you'll understand how it improves project planning and execution. You'll then learn how to successfully deploy Project Operations along with different integration strategies and get to grips with the best approach for sales through project opportunities, project contracts, and pricing workflow implementation. This book will guide you through setting up direct staffing and centralized staffing models and enable you to manage project changes confidently by getting hands-on with project timeline management, pricing management, resource assignments, and modifications. In the final chapters, you'll find out how to use Project Operations effectively for project accounting and finance. By the end of this book, you'll have gained the confidence to deliver profitable projects in a well-connected organization through efficient decision-making and successful customer-client relationships. What you will learnConfigure key elements of Project Operations to drive improved collaboration with your customersDiscover how Project Operations is interconnected with Microsoft 365 and Dynamics 365 PlatformUnderstand the Project Opportunity-to-Quote-to-Contract workflow and its implications for sellingFind out how to set up and utilize direct staffing and centralized staffing modelsExplore Project Timeline Management using Task, Board, and Timeline viewsFind out how information flows to finance and operations in Project OperationsWho this book is for This book is for project managers, project leads, business consultants, and business leaders who want to gain a competitive edge by delivering successful projects in a shorter time span with the help of effective operations and workflows across different teams within projects. Knowledge of Microsoft 365 and a sound understanding of business acumen and sales through the delivery process is necessary to get the most out of this book.



Implementing Microsoft Dynamics 365 For Finance And Operations


Implementing Microsoft Dynamics 365 For Finance And Operations
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Author : Rahul Mohta
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-09-15

Implementing Microsoft Dynamics 365 For Finance And Operations written by Rahul Mohta 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 2017-09-15 with Computers categories.


Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.



Mastering Microsoft Dynamics 365 Implementations


Mastering Microsoft Dynamics 365 Implementations
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Author : Eric Newell
language : en
Publisher: John Wiley & Sons
Release Date : 2021-04-27

Mastering Microsoft Dynamics 365 Implementations written by Eric Newell 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 2021-04-27 with Business & Economics categories.


Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You’ll learn: The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life What to do before you begin the project, including identifying stakeholders and building your business case How to deal with a change management throughout the lifecycle of your project How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.



Using Microsoft Dynamics 365 For Finance And Operations


Using Microsoft Dynamics 365 For Finance And Operations
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Author : Andreas Luszczak
language : en
Publisher: Springer
Release Date : 2018-12-07

Using Microsoft Dynamics 365 For Finance And Operations written by Andreas Luszczak and has been published by Springer this book supported file pdf, txt, epub, kindle and other format this book has been release on 2018-12-07 with Computers categories.


This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.



Microsoft Dynamics 365 For Dummies


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!



Ultimate Microsoft Dynamics 365 Crm For Enterprises


Ultimate Microsoft Dynamics 365 Crm For Enterprises
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Author : Vidit Vikas Gholam
language : en
Publisher: Orange Education Pvt Ltd
Release Date : 2025-03-13

Ultimate Microsoft Dynamics 365 Crm For Enterprises written by Vidit Vikas Gholam and has been published by Orange Education Pvt Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2025-03-13 with Computers categories.


TAGLINE Master Microsoft Dynamics 365 CRM and Power Platform like a Pro. KEY FEATURES ● Master Dynamics 365 CRM, Power Platform, AI Copilot, and automation ● Customize, optimize, and streamline business processes with Dynamics 365 CRM ● Integrate Dynamics 365 CRM seamlessly with Microsoft and AI-powered tools DESCRIPTION Microsoft Dynamics 365 CRM is the backbone of modern customer relationship management, driving sales, service, and business efficiency across industries. Mastering it is crucial for professionals aiming to optimize workflows, enhance customer interactions, and leverage automation for competitive advantage. The book starts with an introduction to Dynamics 365 CRM, providing a solid foundation in key business apps including Sales, Project Operations, and Customer Engagement. You will then learn how to set up environments, manage users, and handle security and data. As you progress, you will explore topics such as the sales cycle, customizations, and integrating with tools like Power Platform, SharePoint, Outlook, and Teams for better collaboration. By the end, readers will have the expertise to design, customize, and deploy powerful CRM solutions tailored to business needs. With insights into AI Copilot and certification pathways, this book ensures you stay ahead in the CRM landscape—because falling behind in automation and AI-driven CRM solutions is no longer an option. WHAT WILL YOU LEARN ● Design scalable and efficient business solutions with Dynamics 365 CRM. ● Configure and customize CRM to align with business objectives. ● Automate workflows and processes using Power Platform. ● Integrate Dynamics 365 CRM with Outlook, SharePoint, and Teams. ● Enhance productivity with AI Copilot for automation and insights. ● Advance career growth with Dynamics 365 CRM expertise and certifications. WHO IS THIS BOOK FOR? This book is tailored for aspiring CRM consultants, business analysts, solution architects, and IT professionals looking to master Dynamics 365 CRM for career growth or business optimization. A basic understanding of CRM concepts, business processes, and Microsoft Power Platform fundamentals will help readers maximize their learning experience. TABLE OF CONTENTS 1. Introduction to Microsoft Dynamics 365 CRM 2. Setting Up Microsoft Dynamics 365 Environments 3. Sales to Billing Cycle in Microsoft Dynamics 365 CRM 4. Customizing Your Dynamics 365 CRM 5. Working with Microsoft Power Platform 6. Document Management in Dynamics 365 CRM 7. Customer Service Management in Dynamics 365 CRM 8. Enhancing Dynamics 365 with Azure Integration Services 9. Integrating Dynamics 365 CRM to Outlook 10. AI Copilot Capabilities in Dynamics 365 CRM 11. Business Use Cases, Future Scope, and Certification Paths Index



Working With Microsoft Forms And Customer Voice


Working With Microsoft Forms And Customer Voice
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Author : Welly Lee
language : en
Publisher:
Release Date : 2021

Working With Microsoft Forms And Customer Voice written by Welly Lee and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021 with categories.


Work with business scenarios and discover best practices to get the most out of Microsoft Forms and Microsoft Dynamics 365 Customer Voice Key Features Explore step-by-step instructions to integrate surveys with Microsoft 365 apps Automate surveys and follow-up actions from survey results using Microsoft Forms Create custom report dashboards and explore advanced analytics for managing insights Book Description Microsoft Forms and Dynamics 365 Customer Voice enable organizations to collect and analyze feedback from employees and customers, helping developers to integrate their feedback and business users to collect feedback that will guide them to develop customer-centric solutions. This book takes a hands-on approach to leveraging Microsoft Forms and Dynamics 365 Customer Voice capabilities for common feedback scenarios and covers best practices and tips and tricks to have your solution up and running in no time. You'll start by exploring common scenarios where organizations collect feedback from employees and customers and implement end-to-end solutions with Forms. You'll then discover how to create surveys and get to grips with different configuration options commonly used for each scenario. Throughout the book, you'll also find sample questions and step-by-step instructions for integrating the survey with related technology such as Microsoft Teams, Power Automate, and Power BI for an end-to-end scenario. By the end of this Microsoft book, you'll be able to build and deploy your complete solution using Microsoft Forms and Dynamics 365 Customer Voice, allowing you to listen to customers or employees, interpret their feedback, take timely follow-up action, and monitor results. What you will learn Get up and running with Microsoft Forms and Dynamics 365 Customer Voice services Explore common feedback scenarios and survey best practices Understand how to administer Microsoft Forms and Dynamics 365 Customer Voice Use Microsoft Forms or Dynamics 365 Customer Voice to monitor your survey results Set up the Microsoft Forms app for Teams for conducting live polls Automate feedback collection and follow-up actions Who this book is for This book is for business users who want to increase customer and employee engagement and collect data for measuring user satisfaction and driving product and process improvements. Beginner-level knowledge of Microsoft products such as Office 365 (including Teams, Outlook, and Excel) is expected. The book also includes ad ...



Microsoft Certified Exam Guide Dynamics 365 Fundamentals Mb 901


Microsoft Certified Exam Guide Dynamics 365 Fundamentals Mb 901
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Author : Cybellium
language : en
Publisher: Cybellium Ltd
Release Date :

Microsoft Certified Exam Guide Dynamics 365 Fundamentals Mb 901 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 Your Potential in the World of Dynamics 365! Are you ready to embark on a journey into the dynamic world of Microsoft Dynamics 365? Look no further than the "Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901)." This comprehensive book is your key to unlocking the foundational knowledge and skills needed to kickstart your career in this exciting field. Dynamics 365 is transforming the way businesses engage with customers, streamline operations, and drive growth. As organizations worldwide adopt this powerful platform, the demand for skilled professionals who understand its intricacies is skyrocketing. Whether you're an aspiring IT enthusiast or a seasoned professional seeking to expand your skillset, this book is your ultimate resource for acing the MB-901 exam and laying the foundation for a successful career in Dynamics 365. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the fundamental concepts and components of Dynamics 365, ensuring you have a solid understanding of the platform. ✔ Exam-Ready Preparation: Thorough coverage of MB-901 exam objectives, along with practice questions and practical tips to help you confidently pass the test. ✔ Real-World Scenarios: Practical examples and case studies that illustrate how Dynamics 365 is used in real business scenarios, making learning both engaging and relevant. ✔ Expert Insights: Written by experienced professionals who have not only mastered the content but have also worked with Dynamics 365 in various capacities, providing you with valuable insights and practical knowledge. Whether you're looking to jumpstart your career, validate your expertise, or simply gain a deeper understanding of Dynamics 365, "Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901)" is your trusted companion on this journey. Don't miss out on the opportunity to become a part of the growing community of Dynamics 365 professionals. Prepare, practice, and succeed with the ultimate resource for MB-901 certification. Order your copy today and pave the way for a future filled with exciting opportunities in Dynamics 365! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com



Microsoft Power Platform Enterprise Architecture


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



Automated Testing In Microsoft Dynamics 365 Business Central


Automated Testing In Microsoft Dynamics 365 Business Central
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Author : Luc van Vugt
language : en
Publisher: Packt Publishing Ltd
Release Date : 2019-04-30

Automated Testing In Microsoft Dynamics 365 Business Central written by Luc van Vugt 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 2019-04-30 with Computers categories.


Learn how to write automated tests for Dynamics 365 Business Central and see how to implement it in your daily work Key FeaturesLeverage automated testing to advance over traditional manual testing methodsWrite, design, and implement automated testsExplore various testing frameworks and tools compatible with Microsoft Dynamics 365 Business CentralBook Description Dynamics 365 Business Central is the new cloud-based SaaS ERP proposition from Microsoft. It’s not as simple as it used to be way back when it was called Navigator, Navision Financials, or Microsoft Business Solutions-Navision. Our development practices are becoming more formal, and with this, the call for test automation is pressing on us. This book will teach you to leverage testing tools available with Dynamics 365 Business Central to perform automated testing. We’ll begin with a quick introduction to automated testing, followed by an overview of test automation in Dynamics 365 Business Central. Then you’ll learn to design and build automated tests and we’ll go through some efficient methods to get from requirements to application and testing code. Lastly, you’ll learn to incorporate your own and Microsoft tests into your daily development practice. By the end of the book, you’ll be able to write your own automated tests for Dynamics 365 Business Central. What you will learnUnderstand what automated tests are, and when and why to use themExplore the five pillars of the Testability Framework of Business CentralDesign and write automated tests for Business CentralMake use of standard automated tests and their helper librariesIntegrate automated tests into your development practiceWho this book is for This book is for consultants, testers, developers, and development managers working with Microsoft Dynamics NAV and Business Central. Being a book on automated testing techniques, it also caters to both functional and technical development teams.