Search icon Close icon
Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Save more on your purchases now! discount-offer-chevron-icon
Savings automatically calculated. No voucher code required.

Change country

Modal Close icon
Country selected Country selected
country flag United States
Country selected
country flag United Kingdom
Country selected
country flag India
Country selected
country flag Germany
Country selected
country flag France
Country selected
country flag Canada
Country selected
country flag Russia
Country selected
country flag Spain
Country selected
country flag Brazil
Country selected
country flag Australia
Country selected
country flag Argentina
Country selected
country flag Austria
Country selected
country flag Belgium
Country selected
country flag Bulgaria
Country selected
country flag Chile
Country selected
country flag Colombia
Country selected
country flag Cyprus
Country selected
country flag Czechia
Country selected
country flag Denmark
Country selected
country flag Ecuador
Country selected
country flag Egypt
Country selected
country flag Estonia
Country selected
country flag Finland
Country selected
country flag Greece
Country selected
country flag Hungary
Country selected
country flag Indonesia
Country selected
country flag Ireland
Country selected
country flag Italy
Country selected
country flag Japan
Country selected
country flag Latvia
Country selected
country flag Lithuania
Country selected
country flag Luxembourg
Country selected
country flag Malaysia
Country selected
country flag Malta
Country selected
country flag Mexico
Country selected
country flag Netherlands
Country selected
country flag New Zealand
Country selected
country flag Norway
Country selected
country flag Philippines
Country selected
country flag Poland
Country selected
country flag Portugal
Country selected
country flag Romania
Country selected
country flag Singapore
Country selected
country flag Slovakia
Country selected
country flag Slovenia
Country selected
country flag South Africa
Country selected
country flag South Korea
Country selected
country flag Sweden
Country selected
country flag Switzerland
Country selected
country flag Taiwan
Country selected
country flag Thailand
Country selected
country flag Turkey
Country selected
country flag Ukraine
Country selected
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Tools
Concepts
Arrow right icon
Author (1):
Arrow left icon
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.
Read more
See other products by Mahender Pal
Arrow right icon
View More author details
Toc

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

Integrating Dynamics 365 CE with Other Applications

This chapter will help you understand how to integrate Dynamics 365 CE with other applications, such as Power Automate and PowerApps. We will create a sample workflow to send an SMS notification to customers when an automobile service is complete, so you will learn how to send an SMS using Power Automate. We will also create a sample application using PowerApps Studio to create an automobile service request. You will also learn how to use PowerApps Studio, the controls available in PowerApps Studio, and how to create Dynamics 365 CE entity records using PowerApps. Later, we will discuss the Dynamics 365 CE Software Development Kit (SDK), which will help you to understand how to create console application utilities, using the Dynamics 365 CE SDK to interact with customer data.

The main topics that we are going to cover in this...

lock icon The rest of the chapter is locked
arrow left Previous Section
Section 1 of 7
Next Section arrow right
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Sign up now
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Start free trial
Renews at €18.99/month. Cancel anytime

Authors (1)

Profile icon Pal
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.
Read more
See other products by Pal

Other recommended products

Related to this chapter
Left arrow icon
Mastering Microsoft Dynamics 365 Customer Engagement
Mastering Microsoft Dynamics 365 Customer Engagement
Read more
Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.
Read more
Feb 2019 19h 4m
Mastering Microsoft Dynamics 365 Customer Engagement
Mastering Microsoft Dynamics 365 Customer Engagement
Read more
Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.
Read more
Feb 2019 19h 4m
Mastering Microsoft Dynamics 365 Customer Engagement
Mastering Microsoft Dynamics 365 Customer Engagement
Read more
Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.
Read more
Feb 2019 19h 4m
Dynamics 365 Application Development
Dynamics 365 Application Development
Read more
Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.
Read more
Jan 2018 13h 56m
Dynamics 365 Application Development
Dynamics 365 Application Development
Read more
Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.
Read more
Jan 2018 13h 56m
Dynamics 365 Application Development
Dynamics 365 Application Development
Read more
Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.
Read more
Jan 2018 13h 56m
Mastering Microsoft Dynamics CRM 2016
Mastering Microsoft Dynamics CRM 2016
Read more
Microsoft Dynamics CRM is the most trusted name in the enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM. This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.
Read more
Nov 2017 13h 24m
Microsoft Dynamics 365 Extensions Cookbook
Microsoft Dynamics 365 Extensions Cookbook
Read more
Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.
Read more
Jun 2017 15h 24m
Microsoft Dynamics 365 Extensions Cookbook
Microsoft Dynamics 365 Extensions Cookbook
Read more
Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.
Read more
Jun 2017 15h 24m
Microsoft Dynamics 365 Extensions Cookbook
Microsoft Dynamics 365 Extensions Cookbook
Read more
Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.
Read more
Jun 2017 15h 24m
Microsoft Dynamics 365 Extensions Cookbook
Microsoft Dynamics 365 Extensions Cookbook
Read more
Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.
Read more
Jun 2017 15h 24m
Microsoft Dynamics 365 Extensions Cookbook
Microsoft Dynamics 365 Extensions Cookbook
Read more
Microsoft Dynamics 365 provides users and organizations with powerful capabilities. With unique features, it bridges the common business challenges and technology pitfalls that hinder user adoption and organizational acceptance of a CRM solution. This book will give you what you need to identify the best possible approach to extend your Dynamics 365 deployment and tackle your business problems.
Read more
Jun 2017 15h 24m
Right arrow icon

Personalised recommendations for you

Based on your interests and search pattern
Left arrow icon
Mastering Customer Success
Mastering Customer Success
Read more
This guide unveils strategies to cultivate enduring customer relationships. Grounded in effective communication and problem-solving, it shows you how to harness cross-functional collaboration for competitive advantage.
Read more
May 2024 5h 40m
Architecting Salesforce Success
Architecting Salesforce Success
Read more
This book provides you with a roadmap to becoming a successful Salesforce Architect. Covering common pitfalls and valuable insights, this book prepares you to transition to the role of a Salesforce Architect.
Read more
Jun 2024 2h 4m
The SketchUp Handbook for Interior Design
The SketchUp Handbook for Interior Design
Read more
The SketchUp Handbook for Interior Design walks interior designers and architects through SketchUp Pro and Studio at an intermediate+ level, covering topics and tools specific to the world of design.
Read more
Jun 2024 19h 56m
Power Platform and the AI Revolution
Power Platform and the AI Revolution
Read more
Learn how to integrate cutting-edge AI technology into business operations and tap into AI services within Power Platform to enable automation and develop apps and chatbots to achieve heightened productivity and efficiency.
Read more
May 2024 11h 52m
Mastering Project Management with ClickUp for Work and Home Life Balance
Mastering Project Management with ClickUp for Work and Home Life Balance
Read more
This book will guide you in using ClickUp to become a power user of your life. You'll learn practical strategies for setup, project management, and AI integration to optimize workflow, boost productivity, and manage time effectively.
Read more
Jun 2024 10h 16m
Mastering UI Development with Unity
Mastering UI Development with Unity
Read more
With Unity's robust toolkit, you can create visually appealing UIs to give your games a professional look and feel. This book will help you realize the full potential of the UI systems provided by Unity, so you can create the best UI for your games.
Read more
Jun 2024 21h 16m
Autodesk Civil 3D 2025 Unleashed
Autodesk Civil 3D 2025 Unleashed
Read more
This book is a comprehensive guide to using Autodesk Civil 3D. You'll progress from design customization with extensions and information management to project extension, preparing you for a successful career in civil engineering.
Read more
Jul 2024 10h 28m
Mastering Salesforce Experience Cloud
Mastering Salesforce Experience Cloud
Read more
Mastering Salesforce Experience Cloud covers every facet of the platform, from technical reviews to implementation, business transformation, and long-term growth strategies. Learn to maximize the potential of Salesforce Experience Cloud.
Read more
Oct 2024 10h 56m
Mastering the Art of Sales Engineering
Mastering the Art of Sales Engineering
Read more
This book covers what a sales engineer is and does, and why this is a highly paid and coveted role. The authors share their vast experience to help you learn daily operations and skills to advance your sales career.
Read more
Sep 2024 10h 32m
Taking Tinkercad to the Next Level
Taking Tinkercad to the Next Level
Read more
Tinkercad users familiar with the basic functionality will learn to create complex shapes and multi-part designs with this book on advanced modeling. It covers strategies and techniques for modeling and designing for production with 3D printers.
Read more
Sep 2024 13h 56m
Right arrow icon