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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 FREE CHAPTER 2. Implementation Methodology 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

Summary

In this chapter, we learned about Dynamics 365 upgrade and data migration options. We discussed different paths that can be used to upgrade to Dynamics 365 CE and we also discussed different activities that we need to perform during an upgrade. We discussed which tools can help us to upgrade our solution and code to Dynamics 365 CE. Later, we also discussed options available to migrate our historical data to Dynamics 365 CE. We discussed how we can use the Dynamics 365 CE import wizard and the SSIS Integration Toolkit to import data into Dynamics 365 CE.

In the next chapter, we are going to discuss deployment and go-live support. We will discuss how to prepare a go-live checklist and the configuration that is required before we go live.

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