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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

Configuring Your Dynamics 365 CE Organization

This chapter will help you learn about the Dynamics 365 configuration options available in Dynamics 365 CE for individuals and administrators. You will learn which of the options can be configured for individual users, and which are the configurations that can be done by the admin user. You will learn the different configuration options available under the business management and service management settings. You will also learn about the data management capabilities of Dynamics 365 CE. Finally, you will learn how to set up SharePoint integration for Dynamics 365 CE.

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

  • Understanding Dynamics 365 CE configuration
  • Configuring personal settings options
  • Configuring administration settings
  • Configuring business management settings
  • Configuring service management settings...
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