Implementing Microsoft Dynamics 365 Customer Engagement: Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement

Key Features

• Explore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CE
• Integrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power Automate
• Design application architecture, explore deployment choices, and perform data migration

Book 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 learn

• Explore the new features of Microsoft Dynamics 365 CE
• Understand various project management methodologies, such as Agile, Waterfall, and DevOps
• Customize Dynamics 365 CE to meet your business requirements
• Integrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BI
• Convert client requirements into functional designs
• Extend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side code
• Discover different techniques for writing and executing test cases
• Understand various data migration options to import data from legacy systems

Who 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.

Table of Contents

1. Introduction to Dynamics 365 CE
2. Implementation Methodology
3. Requirement Gathering and Analysis
4. Prepare Functional and Technical Design Documents
5. Configuring Your Dynamics 365 CE Organization
6. Customizing Dynamics 365 CE
7. Extending Dynamics 365 CE
8. Integrating Dynamics 365 CE with Other Applications
9. Business Intelligence and Reporting
10. Testing and User Training Planning
11. Migration and Upgrade
12. Deployment and Go-Live Support

Mahender Pal is a Microsoft Dynamics 365 CE solution architect, trainer, and author. He started working with Dynamics CRM 3.0 and has used Microsoft Dynamics products professionally for more than 12 years. He loves to contribute to the community and has been awarded the Most Valuable Professional award 7 times. Mahender is the author of Microsoft Dynamics CRM 2011 Application Design and Microsoft Dynamics 2015 Application Design, for Packt Publishing, both of which cover developing xRM solutions using Dynamics CRM.