Dynamics 365 CE Essentials: Administering and Configuring Solutions

  • 5h 37m
  • Sarah Critchley
  • Apress
  • 2018

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 Learn

  • Set 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.

About the Author

Sarah Critchley is a Microsoft Dynamics Business Applications MVP and an experienced technical consultant who has worked on numerous business system implementations, now working as the research and development industry solutions lead in an established worldwide business applications practice. Having led software projects in numerous industries including healthcare and the public sector, she works across all areas of the project life cycle from demonstrations, design, architecture, documentation, customization, and development. She gets involved in the technical community through chairing the CRM user group in the UK, running technical events, and presenting on technical and functional topics at conferences around the world.

In this Book

  • Customer Management
  • Customer Service
  • Sales
  • Security Model
  • Field Service and Resource Scheduling
  • Mobile Application
  • Reporting
  • Processes
  • UI Customizations
  • App Modules
  • Microsoft Flow
  • Common Data Service for Apps
  • Dynamics 365 for Marketing