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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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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

Configurations required before go-live

Before going live, there are some critical configurations that need to be completed, and we need to verify that they are working correctly because these configurations can impact end users' operations from day one, which can lead to a bad impression. These configurations can also vary from project to project, but let's discuss some common configurations required for Dynamics 365 CE projects, as follows:

  • User setup: This is a critical requirement for go-live. We need to make sure to set up all users correctly in the production environment. Their security roles should be set up based on the customer's requests. If a customer will be using teams, we need to make sure users are created and all users are added to their respective teams. If a customer is using field-level security, then respective users should be added to the field...
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