Download or read book Customizing Dynamics 365 written by Sanjaya Yapa and published by Apress. This book was released on 2019-04-10 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects.

Download or read book Dynamics 365 Application Development written by Deepesh Somani and published by Packt Publishing Ltd. This book was released on 2018-01-30 with total page 414 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 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.

Download or read book Microsoft Certified Exam guide Dynamics 365 Fundamentals MB 901 written by Cybellium Ltd and published by Cybellium Ltd. This book was released on with total page 138 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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

Download or read book Implementing Microsoft Dynamics 365 Customer Engagement written by Mahender Pal and published by Packt Publishing Ltd. This book was released on 2020-03-06 with total page 421 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook 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 learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho 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.

Download or read book Fundamentals of CRM with Dynamics 365 and Power Platform written by Nicolae Tarla and published by Packt Publishing Ltd. This book was released on 2020-10-06 with total page 629 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Microsoft Dynamics 365 For Dummies written by Renato Bellu and published by John Wiley & Sons. This book was released on 2018-10-23 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!

Download or read book Dynamics 365 Business Central Development Quick Start Guide written by Stefano Demiliani and published by Packt Publishing Ltd. This book was released on 2018-08-27 with total page 219 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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).

Download or read book Microsoft Dynamics 365 For Dummies written by Renato Bellu and published by John Wiley & Sons. This book was released on 2018-10-09 with total page 384 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!

Download or read book Customizing Microsoft Teams written by Gopi Kondameda and published by Packt Publishing Ltd. This book was released on 2023-04-14 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: Build customized apps quickly using real-world business scenarios and proven techniques with this all-inclusive guide for Microsoft Teams professionals Purchase of the print or Kindle book includes a free PDF eBook Key Features Customize and extend Microsoft Teams using Power Apps, Power Automate, SharePoint framework, PowerShell, and Microsoft Graph APIs Integrate Microsoft-certified third-party and Dynamics 365 apps with Microsoft Teams Understand the low-code capabilities of Microsoft Teams provided by Dataverse for Teams Book DescriptionIn the evolving remote working arrangement, the demand for custom Microsoft Teams apps is increasing rapidly across businesses. If you are someone who aims to provide users with an exceptional experience through custom-built apps that adhere to industry standards and good governance, Customizing Microsoft Teams is for you! The book starts with an overview of Microsoft Teams customization and configuration prerequisites. It then shows you how to expose functionalities from various solutions through tabs, connectors, messaging extensions, and more before you move on to explore how the PowerShell module can manage multiple aspects of administration and how to use the SharePoint Framework for creating custom Microsoft Teams apps. You’ll be able to work with Microsoft Dataverse for Teams to build custom apps, bots, and flows using Power Apps, Power Virtual Agents, and Power Automate. As you publish your production-ready apps on the Teams store and Microsoft AppSource, you’ll also understand Teams app analytics and reporting functionalities. By the end of this book, you’ll have learned how to develop custom solutions to solve critical business problems and extend the power of Microsoft Teams to develop high-value use cases in the remote working culture.What you will learn Understand Microsoft Teams app architecture and configuration for custom apps Personalize the Teams compose box with your app and develop rich interactive cards Explore the diverse Teams capabilities using Microsoft Graph APIs Manage multiple aspects of Teams administration, including users, policies, and configuration Build custom apps and bots using Power Apps, Power Virtual Agents, and Power Automate Use community-driven, open source app templates for Microsoft Teams extensibility Publish your app on Microsoft AppSource for global subscribers Who this book is forIf you are a business user, Microsoft Teams developer, citizen developer, or Microsoft Teams admin working with Microsoft 365 apps and want to develop custom solutions with Microsoft Teams for multiple business use cases, this book is for you. It is recommended that you have a fundamental understanding of Microsoft 365 technologies to fully benefit from this book.

Download or read book Dynamics 365 Essentials written by Sarah Critchley and published by Apress. This book was released on 2020-06-25 with total page 557 pages. Available in PDF, EPUB and Kindle. Book excerpt: Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents. After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios. What You Will LearnSet 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 Study 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

Download or read book Power Platform and Dynamics 365 CE for Absolute Beginners written by Sanjaya Prakash Pradhan and published by . This book was released on 2022 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This is your complete guide to less-code and no-code theories, along with practical application of Microsoft Power Apps and Dynamics 365 CE/CRM Apps. The book covers topics including the configurations, customizations, and enhancements in Microsoft Power Apps and Dynamics 365 CE/CRM Apps. You will start by learning Microsoft Dataverse concepts followed by Microsoft Canvas Apps, model-driven apps, and PowerApps Portals. You will understand how to work with Power Virtual Agent, Power BI, and Power Automate, and how to use AI in Power Apps. The book provides important integration concepts for Power Apps, Dynamics 365 CE/CRM Apps, and Microsoft Azure. You will know how to customize Dynamics 365 CE/CRM Apps and Power Apps using OOTB capabilities. After reading this book, you will understand how Microsoft Power Apps and Dynamics 365 CE/CRM Apps can be used, configured, and customized for your business needs using customer data. You will be able to increase efficiency in customer data management and cloud app integrations. What You Will Learn Get up to speed on the Power platform echo-system and Dynamics 365 architecture Work with Dataverse Understand the Power platform building blocks Select Power Apps to manage customer data Configure and customize Power Apps Design robust cloud flows Integrate Power BI with Dynamics 365 CE/CRM Apps Understand the core apps in Dynamics 365 CE/CRM Use AI in Power Apps.

Download or read book Microsoft Dynamics 365 Extensions Cookbook written by Rami Mounla and published by Packt Publishing Ltd. This book was released on 2017-06-07 with total page 459 pages. Available in PDF, EPUB and Kindle. Book excerpt: More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.

Download or read book Mastering Microsoft Dynamics 365 Customer Engagement written by Deepesh Somani and published by Packt Publishing Ltd. This book was released on 2019-02-28 with total page 555 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Microsoft Power Platform Functional Consultant PL 200 Exam Guide written by Julian Sharp and published by Packt Publishing Ltd. This book was released on 2020-12-04 with total page 623 pages. Available in PDF, EPUB and Kindle. Book excerpt: Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.

Download or read book Mastering Microsoft Dynamics 365 Implementations written by Eric Newell and published by John Wiley & Sons. This book was released on 2021-04-19 with total page 416 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Microsoft Dynamics 365 Project Operations written by Robert Houdeshell and published by Packt Publishing Ltd. This book was released on 2021-05-14 with total page 298 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Implementing Microsoft Dynamics 365 for Finance and Operations Apps written by JJ Yadav and published by Packt Publishing Ltd. This book was released on 2020-03-06 with total page 519 pages. Available in PDF, EPUB and Kindle. Book excerpt: Harness the power of Finance and Operations apps, and discover all you need for their implementation Key FeaturesManage and plan different Dynamics configurations, designs, and productsLearn how to manage projects for pre-sales and implementation using Microsoft Dynamics Lifecycle Services (LCS)Discover various integration planning techniques, tools, and frameworks such as PowerApps and Power AutomateBook Description Microsoft Dynamics 365 for Finance and Operations is a modern cloud ERP platform that adopts a mobile-first approach suitable for medium-to-large enterprises. This book covers the entire implementation process of Dynamics 365 Finance and Operation Apps, including post-implementation and business transformation. The updated second edition starts with an introduction to Microsoft Dynamics 365, describing different apps and tools under it. You will learn about different implementation methodologies such as Waterfall and Agile, for your projects. We will cover various application components and architectures of Dynamics such as requirements processing, development, reports and analytics, and integration. With the help of tips, techniques, and best practices, you’ll explore strategies for managing configurations and data migrations. As you read further, you’ll discover development tools and processes in Dynamics for building customized solutions in Dynamics. The book will also demonstrate analytics and financial reporting options such as Power BI and Cortana Intelligence. Finally, you’ll learn the importance of testing and explore various automated testing strategies. By the end of this book, you will have gained the necessary knowledge to implement Microsoft business solutions with Dynamics 365 for Finance and Operations Apps. What you will learnUnderstand the architecture of Dynamics 365 for Finance and Operations AppsImplement Dynamics with confidence to manage finances in your businessGet up to speed with different methodologies and support cycles of the Microsoft Dynamics architectureExplore best practices to analyze the requirements of your businessUnderstand the technique of data migration from legacy systemsLeverage the capabilities of Power BI to make informed business decisionsManage all your upgrades through One Version service updatesWho this book is for This book is for consultants, technical managers, project managers, or solution architects who are looking to implement Microsoft Dynamics 365 Finance and Operations apps in their business. A basic understanding of the enterprise resource planning (ERP) implementation process and software lifecycle is expected.