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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Toc

Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Migration and Upgrade

This chapter will help you to get to know the options for upgrading to Dynamics 365 Customer Engagement (CE) from earlier versions. We will discuss different upgrade activities that you need to perform and what the different paths that you can take to upgrade are. We will discuss what we need to review in our current Dynamics Customer Relationship Management (CRM) version in order to upgrade it to Dynamics 365 CE. We will also discuss how to upgrade our Dynamics CRM solutions and code to make them compatible with Dynamics 365 CE. Finally, we will discuss data migration options for Dynamics 365 CE. You will learn about using the out-of-the-box data import wizard and using the SQL Server Integration Services (SSIS) Integration Toolkit from KingswaySoft to import data into Dynamics 365 CE.

The main topics that we are going to discuss in this chapter are as follows...

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