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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
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Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
Mahender Pal is a Microsoft Dynamics 365 CE solution architect, trainer, and author. He started working with Dynamics CRM 3.0 and has used Microsoft Dynamics products professionally for more than 12 years. He loves to contribute to the community and has been awarded the Most Valuable Professional award 7 times. Mahender is the author of Microsoft Dynamics CRM 2011 Application Design and Microsoft Dynamics 2015 Application Design, for Packt Publishing, both of which cover developing xRM solutions using Dynamics CRM.
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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

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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Authors (1)

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Pal
Vandana Pal is a software engineer and author. She currently works as senior consultant at CIGNEX Datamatics. She has extensive experience working with Enterprise Digital Asset Management and Content Management Systems. She has worked with various deployments of Alfresco in various domains, such as media, finance, and healthcare, for different organizations across the world. She has hands-on experience working with architecture design, performance tuning, security implementation, integration, and the orchestration of complex workflows in Alfresco. She has more than 7 years of experience in software engineering. Her journey in this field began when she started working with different open source technologies and found them interesting. She holds a bachelors of engineering degree in information technology from Gujarat University, India. Vandana has also coauthored Alfresco 4 Enterprise Content Management Implementation.
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