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Mastering Microsoft Dynamics 365 Customer Engagement

You're reading from   Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

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Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
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Author (1):
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Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
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Toc

Table of Contents (21) Chapters Close

Preface 1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface FREE CHAPTER
2. Working with Sales 3. Working with Service 4. Working with Marketing 5. Understanding the New Unified User Interface 6. Section 2: Understanding Customization and App Design
7. Designing Unified Interface Apps 8. Customization Enhancements in Dynamics 365 9. Business Process Flows and Rules in Dynamics 365 10. Section 3: Development Enhancements and Code Improvements in Dynamics 365
11. Client-Side Scripting 12. Plugin Development with Dynamics 365 13. Working with the XRM Framework 14. Mobile Enhancements in Dynamics 365 15. Virtual Entities in Dynamics 365 16. Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365
17. Working with Dynamics 365 Portals 18. Configuration Enhancements in Dynamics 365 19. Analytics with Dynamics 365 (Word and Excel Templates) 20. Other Books You May Enjoy

Summary

In this chapter, we saw the new customization enhancements introduced in Dynamics 365. We saw custom grid controls, such as the editable grid control, calendar control, and Timeline control, and a new attribute type in the MultiSelect Option Set. We also saw some scenarios where we can use some of these enhancements to get the desired result in CRM. These new enhancements suggest that there will be more new enhancements and designs coming in the future and that Microsoft Dynamics CRM is only going to improve. These also suggest that Dynamics is slowly moving away from the standard web-form views and moving toward a more app-rich structure that can be easily modified.

In the next chapter, we will look into business process flows in Dynamics 365 and how to create business process flows in Dynamics 365. It will also cover how business rules can be used in Dynamics 365 to...

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