Download or read book Dynamics 365 CE Essentials written by Sarah Critchley and published by Apress. This book was released on 2018-11-20 with total page 622 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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 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 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.

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 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 Learning the Essentials written by Mark Dascano and published by First Rank Publishing. This book was released on 2018-12-04 with total page 30 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Dynamics 365 is a new enterprise resource planning (ERP) based product and a customer relationship management (CRM) application that was made by Microsoft in July 2016. The product had a formal release in November 2016 as a part of the complete Microsoft Dynamics Line. The Dynamics product line is available in two editions the Business Edition that is primarily made for small and medium size companies and the Enterprise Edition for medium to large organizations. In July 2017, the product line was redesigned, and the CRM application is now called the Customer Engagement Plan. The full name of the product is now called Microsoft Dynamics 365 – for Finance and Operations. This book will look at the features of the Microsoft Dynamics 365 product to educate the reader on the capabilities of the software.

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 Power Automate Essentials A COMPACT GUIDE TO STREAMLINED FLOWS written by Mukund Kumar and published by Mukund Kumar. This book was released on 2023-10-17 with total page 77 pages. Available in PDF, EPUB and Kindle. Book excerpt: Why "Power Automate Essentials"? Diving into Power Automate, I found myself walking a path many might relate to - a journey of discovery, often feeling like assembling a puzzle with scattered pieces. While the foundation blocks of triggers, actions, and connectors were the starting points, it quickly became apparent that the real essence of Power Automate extended beyond these basics. During my study, the need for a deeper hold of elements like oData queries, expressions, and the details of dynamic content became paramount. Navigating through variables and understanding when to employ conditions, loops, and parallelism weren't just advanced features but core aspects to unlock Power Automate's full potential. Especially when working with platforms like Dataverse, SharePoint, and OneDrive, the need for an in-depth understanding is beneficial and essential. It often made me wonder: What if someone had paved this path before me? What if a guide equipped learners immediately, offering them a tool and the craft of wielding it effectively? And hence, the vision for "Power Automate Essentials" was born. I want this book to serve as a compass for learners. Instead of discovering essential features midway or later, I suggest presenting them at the outset. It's not just about creating flows; it's about understanding the architecture that supports them, ensuring every flow created is functional and ideal. If you've ever needed a structured, comprehensive guide on Power Automate that goes beyond the surface, this book is my answer to that call. With "Power Automate Essentials". I aim to bridge the knowledge gap, providing a roadmap I once wished for, ensuring every reader is well-equipped from the beginning of their Power Automate journey. Power Automate echoes for its tangible impact in the extensive digital landscape where tools constantly emerge, claiming to reinvent business processes or refine efficiency This handbook is more than just a theoretical tour of Power Automate's offerings. It represents a practical exploration stemming from hands-on experience. My experience with Power Automate has been an enlightening blend of trial, understanding, and action. With this guide, I strive to refine this practical knowledge, anchoring every principle in tangible scenarios I've faced or created solutions for. This book lays the groundwork for newcomers to Power Automate, ensuring you grasp the mechanics and the foundation. For those already familiar, it digs deeper, illuminating the intricate sides and advanced potentials that can amplify your automation activities. Power Automate's energy mirrors the very processes it aspires to refine. Its true essence is realized when we integrate its robust features into our daily operations. From streamlining email dispatches and orchestrating data interchanges across varied systems to orchestrating intricate flows linking multiple platforms, this volume's illustrations derive from genuine hurdles, authentic strategies, and tangible results. As you traverse this handbook, I aspire for you to comprehend Power Automate and envision its expansive potential. To perceive every routine task as an avenue for automation. To identify in every repetitive chore an opportunity to transform. Embark on a trip where automation transcends buzzwords, materializing into a concrete, transformative force. Let's harness, innovate, and rise in unison. Warmly, Mukund Kumar

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 Power Platform and Dynamics 365 CE for Absolute Beginners written by Sanjaya Prakash Pradhan and published by Apress. This book was released on 2022-08-29 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 Who This Book Is For Functional consultants/business analysts, technical consultants/solution architects in Power Apps and Dynamics 365 CE/CRM; and beginners who want to start a career in Power Apps and Dynamics 365 CE/CRM with easy English terms

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 Smart and Sustainable Supply Chain and Logistics Trends Challenges Methods and Best Practices written by Paulina Golinska-Dawson and published by Springer Nature. This book was released on 2020-12-12 with total page 429 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book discusses the critical contemporary issues of sustainability and integration of physical and information flow. It explores the digitalization of logistics processes and the need for a more integrated and a seamless cooperation in supply chain management, which are dominant trends in business practice. Moreover, it examines how the pressure for CO2 emission reductions and more resource- efficient business models influences the organization of logistics operations on both a local and global scale, demonstrating that integrating physical and cyber systems is necessary to achieve a more environmentally friendly, safe logistics and supply chain operations. In the individual chapters, the authors discuss the new qualitative and quantitative theoretical methods and models and also analyze case studies from business practice. This book provides valuable insights for academics, Ph.D. students and practitioners wishing to deepen their understanding of logistics operations and management.

Download or read book Microsoft Dynamics CRM Customization Essentials written by Nicolae Tarla and published by . This book was released on 2014-12-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software.

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 Exam MB 910 Microsoft Certified Dynamics 365 Fundamentals CRM 40 Test Prep Questions written by Ger Arevalo and published by Ger Arevalo. This book was released on 2021-08-17 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is designed to be an ancillary to the classes, labs, and hands on practice that you have diligently worked on in preparing to obtain your MB-910: Microsoft Dynamics 365 Fundamentals (CRM) certification. I won’t bother talking about the benefits of certifications. This book tries to reinforce the knowledge that you have gained in your process of studying. It is meant as one of the end steps in your preparation for the MB-910 exam. This book is short, but It will give you a good gauge of your readiness. Learning can be seen in 4 stages: 1. Unconscious Incompetence 2. Conscious Incompetence 3. Conscious Competence 4. Unconscious Competence This book will assume the reader has already gone through the needed classes, labs, and practice. It is meant to take the reader from stage 2, Conscious Incompetence, to stage 3 Conscious Competence. At stage 3, you should be ready to take the exam. Only real-world scenarios and work experience will take you to stage 4, Unconscious Competence. I am not an author by trade. My goal is not to write the cleanest of a book. This book will get to the gist of things, no frills no thrills. The only purpose is to have the reader pass the MB-910 exam. Before we get started, we all have doubts when preparing to take an exam. What is your reason and purpose for taking this exam? Remember your reason and purpose when you have some doubts. Obstacle is the way. Control your mind, attitude, and you can control the situation. Persistence leads to confidence. Confidence erases doubts.

Download or read book Microsoft Dynamics 365 Business Central Cookbook written by Michael Glue and published by Packt Publishing Ltd. This book was released on 2019-08-09 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: Gain useful insights to help you efficiently build, test, and migrate customized solutions on Business Central cloud and on-premise platforms Key FeaturesExplore enhanced functionalities and development best practices in Business CentralDevelop powerful Business Central projects using the AL languageMaster the new Business Central with easy-to-follow recipesBook Description Microsoft Dynamics 365 Business Central is a complete business management solution that can help you streamline business processes, connect individual departments in your company, and enhance customer interactions. Ok. That first part was really professional sounding, right? Now, let’s get into what this cookbook is going to do for you: put simply, it’s going to help you get things done. This book will help you get to grips with the latest development features and tools for building applications using Business Central. You’ll find recipes that will guide you in developing and testing applications that can be deployed to the cloud or on-premises. For the old-schoolers out there, you’ll also learn how to take your existing Dynamics NAV customizations and move them to the new AL language platform. Also, if you haven’t figured it out already, we’re going to be using very normal language throughout the book to keep things light. After all, developing applications is fun, so why not have fun learning as well! What you will learnBuild and deploy Business Central applicationsUse the cloud or local sandbox for application developmentCustomize and extend your base Business Central applicationCreate external applications that connect to Business CentralCreate automated tests and debug your applicationsConnect to external web services from Business CentralWho this book is for This book is for Dynamics developers and administrators who want to become efficient in developing and deploying applications in Business Central. Basic knowledge and understanding of Dynamics application development and administration is assumed.

Download or read book Microsoft Azure Essentials Fundamentals of Azure written by Michael Collier and published by Microsoft Press. This book was released on 2015-01-29 with total page 246 pages. Available in PDF, EPUB and Kindle. Book excerpt: Microsoft Azure Essentials from Microsoft Press is a series of free ebooks designed to help you advance your technical skills with Microsoft Azure. The first ebook in the series, Microsoft Azure Essentials: Fundamentals of Azure, introduces developers and IT professionals to the wide range of capabilities in Azure. The authors - both Microsoft MVPs in Azure - present both conceptual and how-to content for key areas, including: Azure Websites and Azure Cloud Services Azure Virtual Machines Azure Storage Azure Virtual Networks Databases Azure Active Directory Management tools Business scenarios Watch Microsoft Press’s blog and Twitter (@MicrosoftPress) to learn about other free ebooks in the “Microsoft Azure Essentials” series.

Download or read book Using Microsoft Dynamics 365 for Finance and Operations written by Andreas Luszczak and published by Springer. This book was released on 2018-12-07 with total page 475 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book Microsoft Dynamics 365 Lean written by Andrew F. Weber and published by Createspace Independent Publishing Platform. This book was released on 2018-09-02 with total page 122 pages. Available in PDF, EPUB and Kindle. Book excerpt: This handbook provides you precisely what you need to implement basic D365 Lean. Read it today. Implement it tomorrow.