Dynamics 365 CE Essentials
Administering and Configuring Solutions
(Sprache: Englisch)
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...
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Klappentext zu „Dynamics 365 CE Essentials “
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.
Inhaltsverzeichnis zu „Dynamics 365 CE Essentials “
Introduction - Pages - 5 Chapter Goal: Discuss what Dynamics 365 CE is, the latest news e.g. version 9.0 and the unified client (mention web refresh) , what the sections will cover. This book will be split into two - 'Setup' and 'Configuration' - the fact that you should be looking at best ways to do it and less technical debt.
Part I - SETUPChapter 1: Customer Management
Chapter Goal: For the reader to learn about how customers are used within Dynamics 365 CE, what they link to and how they operate in the context of Activities and Microsoft Outlook
No of pages 20
Sub -Topics
1. Account and Contacts1. Outlook Integration for Dynamics 365 CE Online
2. Timeline and Activity ManagementChapter 2: Customer Service
Chapter Goal: For the reader to learn how to deliver a more omni channel customer service experience using the standard features of Dynamics 365 CE
No of pages: 40
Sub - Topics
1. Case Management (including Categories)
2. Routing and Queues
3. Knowledge Base Implementation and Feedback
4. Microsoft Portals Configuration for Self-Service
5. SLAs and Entitlements
6. Social Engagement
7. Setting up Cognitive Services for Knowledge Article Suggestions
Chapter 3: Sales
Chapter Goal: For the reader to learn what the standard sales lifecycle is, common customization points and how-to setup the standard Product Catalog
No of pages : 25
Sub - Topics:
1. Product Catalog Setup and Management
2. Leads to Invoice Sales Lifecycle with Product Catalog Integration2. Setting up Product Suggestion Model using Cognitive Services
3. Creating Microsoft Word Templates for Quotes, Orders and InvoicesChapter 4: Security Model
Chapter Goal: For readers to understand how the Dynamics 365 CE Security Model works and operates
No
... mehr
of pages:10
Sub - Topics:
1. 1.Security Model Overview2. Business Units, Teams and Users
3. Access Teams
4. Hierarchal and Positional Security
Chapter 5: Field Service and Resource Scheduling
Chapter Goal: For readers to understand the basics of Field Service and Resourcing Capability which comes as standard
No of pages: 15TBC. This is changing and will need to be updated
Chapter 6: Mobile Application
Chapter Goal: For readers to learn how to setup Dynamics 365 CE for Mobile
No of pages: 20
1. Setup3. Task Flows
4. Offline Chapter 7: Reporting
Chapter Goal: For readers to understand the capabilities of Dynamics 365 CE Reporting
No of pages: 20
5. Views
6. Dashboards
7. Reports in Dynamics 365 Online
8. Charts
Part II - CONFIGURATIONChapter 8: Processes
Chapter Goal: For readers to understand the capabilities for configuring Dynamics 365 CE through custom processes
No of pages: 30
1. Business Process Flows
2. Business Rules3. Workflows
4. ActionsChapter 9: UI Customization and Relationships
Chapter Goal: For readers to learn how to customize the user interface of Dynamics 365 and the relationships
No of pages: 15
1. Forms
2. Relationships
3. Custom Controls4. Mobile
Chapter 10: App Framework
Chapter Goal: For readers to understand what the App Framework is and how to create 'Apps' within Dynamics 365
No of pages: 151. App Framework Overview
2. App Designer
3. Site Map Designer
4. Configuration
Chapter 11: Microsoft Flow
Chapter Goal: For readers to understand Microsoft Flow's basic capabilities
No of pages: 20
This is changing and will need to be updatedChapter 12: Common Data Service for Apps
Chapter Goal: For readers to understand what the Common Data Service is and how to get started with integrations through the UI.
No of pages: 20
This is changing and will need to be updated
Chapter 13: Dynamics 365 for Marketing
Sub - Topics:
1. 1.Security Model Overview2. Business Units, Teams and Users
3. Access Teams
4. Hierarchal and Positional Security
Chapter 5: Field Service and Resource Scheduling
Chapter Goal: For readers to understand the basics of Field Service and Resourcing Capability which comes as standard
No of pages: 15TBC. This is changing and will need to be updated
Chapter 6: Mobile Application
Chapter Goal: For readers to learn how to setup Dynamics 365 CE for Mobile
No of pages: 20
1. Setup3. Task Flows
4. Offline Chapter 7: Reporting
Chapter Goal: For readers to understand the capabilities of Dynamics 365 CE Reporting
No of pages: 20
5. Views
6. Dashboards
7. Reports in Dynamics 365 Online
8. Charts
Part II - CONFIGURATIONChapter 8: Processes
Chapter Goal: For readers to understand the capabilities for configuring Dynamics 365 CE through custom processes
No of pages: 30
1. Business Process Flows
2. Business Rules3. Workflows
4. ActionsChapter 9: UI Customization and Relationships
Chapter Goal: For readers to learn how to customize the user interface of Dynamics 365 and the relationships
No of pages: 15
1. Forms
2. Relationships
3. Custom Controls4. Mobile
Chapter 10: App Framework
Chapter Goal: For readers to understand what the App Framework is and how to create 'Apps' within Dynamics 365
No of pages: 151. App Framework Overview
2. App Designer
3. Site Map Designer
4. Configuration
Chapter 11: Microsoft Flow
Chapter Goal: For readers to understand Microsoft Flow's basic capabilities
No of pages: 20
This is changing and will need to be updatedChapter 12: Common Data Service for Apps
Chapter Goal: For readers to understand what the Common Data Service is and how to get started with integrations through the UI.
No of pages: 20
This is changing and will need to be updated
Chapter 13: Dynamics 365 for Marketing
... weniger
Autoren-Porträt von Sarah Critchley
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.
Bibliographische Angaben
- Autor: Sarah Critchley
- 2018, 1st ed., 613 Seiten, 668 Schwarz-Weiß-Abbildungen, Maße: 17,9 x 25,4 cm, Kartoniert (TB), Englisch
- Verlag: Springer
- ISBN-10: 1484239725
- ISBN-13: 9781484239728
Sprache:
Englisch
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