Video Description
Manage and configure Dynamics 365 Customer Engagement applications and services
About This Video
- Understand the nuts and bolts of the platform
- Apply and enforce business processes
- Retrieve and visualize data
In Detail
Dynamics 365 is currently the result of Microsoft merging its traditional CRM platform with its ERP one. The platform is not only capable of typical salesforce automation and ERP functionality, but can also be extended to serve various other purposes. This course focuses on the various deployment models, as well as the overall platform structure.
Microsoft Dynamics 365 is currently the result of Microsoft merging its traditional CRM platform with its ERP one. While the Dynamics CRM platform was already one of the leaders in the market, this new ability to unify traditional CRM with ERP functionality with reduced effort may well be the differentiating factor going forward. The platform is not only capable of typical salesforce automation and ERP functionality, but can also be extended to serve various other purposes. This flexibility, along with the various deployment options available, makes it a very enticing proposition for businesses of any size.
This course focuses on the various deployment models, as well as the overall platform structure. This information will build a knowledge base to help new users understand how this platform can be leveraged to create enterprise solutions.
The code bundle for this video course is available at: https://github.com/PacktMrunal/Configuring-and-Extending-Dynamics-365-Customer-Engagement
Table of Contents
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Chapter 1 : Solution Concepts
- The Course Overview 00:02:12
- What Are Solutions? 00:03:14
- Unmanaged versus Managed Solutions 00:04:20
- Solution Layering 00:01:56
- Other Solution Concepts 00:04:50
- Solution Best Practices 00:01:57
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Chapter 2 : Extending Entities
- What Are Entities? 00:02:47
- Entity Elements 00:05:40
- Field Types 00:04:52
- Creating Forms and Views 00:06:46
- Configuring Forms 00:04:29
- Other Entity Elements 00:03:00
- Entity Relationships 00:07:39
- Apps 00:05:24
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Chapter 3 : Guiding and Interacting with the User
- What Are Processes? 00:02:21
- Dialogs 00:05:37
- Workflows 00:03:29
- Business Rules 00:02:58
- Business Process Flows 00:04:30
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Chapter 4 : Getting Value from the Data
- Views 00:03:26
- Charts 00:01:59
- Dashboards 00:04:09
- Reports 00:04:44
- Search 00:04:44
- Export and Import 00:03:42