Implementing Microsoft Dynamics 365 Customer Engagement: Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

Book 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 learn
Explore the new features of Microsoft Dynamics 365 CE
Understand various project management methodologies, such as Agile, Waterfall, and DevOps
Customize Dynamics 365 CE to meet your business requirements
Integrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BI
Convert client requirements into functional designs
Extend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side code
Discover different techniques for writing and executing test cases
Understand various data migration options to import data from legacy systems
Who 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.

Table of Contents
Introduction to Dynamics 365 CE
Implementation Methodology
Requirement Gathering and Analysis
Prepare Functional and Technical Design Documents
Configuring Your Dynamics 365 CE Organization
Customizing Dynamics 365 CE
Extending Dynamics 365 CE
Integrating Dynamics 365 CE with Other Applications
Business Intelligence and Reporting
Testing and User Training Planning
Migration and Upgrade
Deployment and Go-Live Support