Microsoft Dynamics 365 For Dummies

Book description

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!

Table of contents

  1. Cover
  2. Introduction
    1. Who Should Buy This Book
    2. About This Book
    3. Foolish Assumptions
    4. Icons Used in This Book
    5. Beyond the Book
  3. Part 1: Doing Great Things with Microsoft Dynamics 365
    1. Chapter 1: Floating on a Secure Cloud
      1. Getting Under the Dynamics 365 Umbrella
      2. Transitioning to the Cloud
    2. Chapter 2: Extending Your Reach with Office 365
      1. Working with the Admin Center
      2. Integrating Dynamics 365 with Outlook Email
      3. Adding the Excel Add-In for Finance and Operations
      4. Organizing Documents with SharePoint and OneDrive
      5. Messaging with Skype for Business
    3. Chapter 3: Powering Up Your Business Intelligence
      1. A Little Pre-History
      2. Exploring Data through Power BI
      3. Installing Power BI Desktop
      4. Connecting to Dynamics 365 with Power BI Desktop
      5. Harnessing the Power of Apps and Content Packs
      6. Embedding Dashboards in Dynamics 365
    4. Chapter 4: Extending Dynamics 365 with PowerApps
      1. Providing Power to Your People with PowerApps
      2. Connecting PowerApps to Dynamics 365
    5. Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365
      1. Setting Up Basic Workflows Using Microsoft Flow
      2. Grasping the Relationship Between Document Management and Workflow
      3. Seeing How Microsoft Does ECM
      4. Understanding Workflow in the ERP and CRM Realms
  4. Part 2: Customer Engagement (formerly Dynamics CRM Online)
    1. Chapter 6: Turning Relationships into Revenue with Sales
      1. Understanding CRM-Related Terms
      2. Navigating the Navigation Bar
      3. Working with Leads, Accounts, and Contacts
      4. Tracking Opportunities
      5. Creating Quotes, Orders and Invoices
    2. Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service
      1. Knowing Your Way Around Dynamics 365 for Customer Service
      2. Working with Cases
      3. Gaining Control with Dynamics 365 for Customer Service Dashboards
    3. Chapter 8: Profiting from Project Service Automation
      1. Categorizing Project Software
      2. Knowing Your Way around Dynamics 365 for Project Service Automation
    4. Chapter 9: Creating and Nurturing Leads with Marketing
      1. Connecting Marketing to Sales
      2. Escaping the Doldrums of Drab Emails and Boring Web Pages
      3. Listening to the Voice of the Customer
      4. Dashing Off to Marketing Dashboards
      5. Configuring Advanced Settings in Dynamics 365 for Marketing
    5. Chapter 10: Going Mobile with Field Ser vice
      1. Assessing Microsoft’s FSM Competitors
      2. Taking the Back-office ERP into Consideration
      3. Getting Acquainted with the Key Components of Dynamics 365 for Field Service
      4. Living the Dream of Efficient Field Service: The Work Order Lifecycle
      5. Configuring Administrative Settings for Dynamics 365 for Field Service
      6. Working with Work Orders
      7. Adding a Customer Asset
      8. Transferring Inventory
  5. Part 3: Business Central ERP (formerly Dynamics NAV)
    1. Chapter 11: Accounting for Your Business with Business Central
      1. Getting to Know the Interface
      2. Making Your Way Around the Home Screen
      3. Setting Up the Books
      4. Entering Sales Quotes
      5. Creating Sales Orders and Invoices
      6. Creating Sales Credit Memos
      7. Maintaining Customers
      8. Maintaining Vendors
    2. Chapter 12: Setting Up Business Central for Optimal Results
      1. Migrating from Dynamics NAV to Business Central
      2. Navigating in Business Central
      3. Setting Up Business Central
  6. Part 4: Finance and Operations ERP (formerly Dynamics AX)
    1. Chapter 13: Going Beyond Crunching Numbers with Financial Management
      1. Getting a Bird’s-Eye View of D365O Capabilities
      2. Raising the Flag on Microsoft’s Flagship ERP
      3. Learning How to Get Around in D365O
      4. Harnessing the Power of Financial Dimensions
    2. Chapter 14: Becoming a Smooth Operator with Operations
      1. Changing Companies
      2. Navigating by Module
      3. Taking Advantage of Keyboard Shortcuts
      4. Taking a Deeper Dive into D365O Capabilities by Module
      5. Mastering Master Data in D365O
      6. Using the More Options button
      7. Working with List Pages
      8. Exporting List Pages to Excel Spreadsheets
    3. Chapter 15: Looking Under the Hood (Understanding the D365O Technology)
      1. Upgrading from Dynamics AX to Dynamics 365 for Finance and Operations
      2. Personalizing the User Interface
      3. Configuring the Global Address Book
      4. Transforming Your HR Department with Talent
      5. Filing Expense Reports with Expense Management
  7. Part 5: The Part of Tens
    1. Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365
      1. Supercomprehensive Coverage
      2. Scalability with Azure
      3. Mobile Computing
      4. Localization Features
      5. Employee Self-Service
      6. Common Data Model
      7. Team Member License
      8. General Data Protection Regulation
      9. Unified Interface
      10. Categorized and Relevance Search
    2. Chapter 17: Ten Dynamic 365 Myths to Dispel
      1. Myth 1: Investing in ERP Doesn’t Pay
      2. Myth 2: Our ERP Is Too Entrenched
      3. Myth 3: ERP Is Too Complex for the Cloud
      4. Myth 4: Integrations Are Not Worth It — Just Rekey the Data
      5. Myth 5: Software as a Service Is More Expensive than On-Premise
      6. Myth 6: The Cloud Is Not Secure Enough for ERP
      7. Myth 7: What If the Internet Goes Down
      8. Myth 8: I’ll Lose My Data in the Cloud
      9. Myth 9: You Won’t Have Control of Your Data
      10. Myth 10: Cloud Apps Are Not Customizable
  8. Index
  9. About the Author
  10. Advertisement Page
  11. Connect with Dummies
  12. End User License Agreement

Product information

  • Title: Microsoft Dynamics 365 For Dummies
  • Author(s): Renato Bellu
  • Release date: October 2018
  • Publisher(s): For Dummies
  • ISBN: 9781119508861