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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
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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

Configuration Enhancements in Dynamics 365

Microsoft Dynamics 365 provides the end user with the ability to configure the Dynamics organization as per their requirements. This gives the end user the ability to alter not only the look and feel of the Dynamics organization, but also settings related to the overall functionality.

These settings are generally classified in three categories:

  • Organization settings: Settings that are applicable to all users present in Dynamics.
  • Personal settings: These settings are separate for each user. If a user modifies these settings for themselves, they are not applied throughout the organization—they won't be applied to all the users in the organization.
  • Organization theming: These settings relate to the overall theme or styling of the Dynamics application.

In this chapter, we will go through the configurations an end user can use...

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