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Mastering Microsoft Dynamics 365 Customer Engagement: An advanced guide to developing and customizing CRM solutions to improve your business applications , Second Edition

Deepesh Somani

€41.99

4 (3 Ratings)

Paperback Feb 2019 572 pages 2nd Edition

Deepesh Somani

€41.99

4 (3 Ratings)

Paperback Feb 2019 572 pages 2nd Edition

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Key benefits

Create efficient client-side apps and customized plugins that work seamlessly
Learn best practices from field experience to use Dynamics 365 efficiently
Unleash the power of Dynamics 365 to maximize your organization’s profits

Description

Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.

Who is this book for?

Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.

What you will learn

Manage various divisions of your organization using Dynamics 365 customizations
Explore the XRM Framework and leverage its features
Provide an enhanced mobile and tablet experience
Develop client-side applications using JavaScript and the Web API
Understand how to develop plugins and workflows using Dynamics 365
Explore solution framework improvements and new field types

Estimated delivery fee Deliver to Luxembourg

Premium delivery 7 - 10 business days

€17.95

(Includes tracking information)

What do you get with Print?

Instant access to your digital eBook copy whilst your Print order is Shipped

Paperback book shipped to your preferred address

Download this book in EPUB and PDF formats

Access this title in our online reader with advanced features

DRM FREE - Read whenever, wherever and however you want

AI Assistant (beta) to help accelerate your learning

Estimated delivery fee Deliver to Luxembourg

Premium delivery 7 - 10 business days

€17.95

(Includes tracking information)

Product Details

Publication date : Feb 28, 2019

Length: 572 pages

Edition : 2nd

Language : English

ISBN-13 : 9781788990226

Vendor :

Microsoft

Category :

Business & Other

Languages :

JavaScript

Concepts :

CRM

Tools :

Dynamics 365

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Mastering Microsoft Dynamics 365 Customer Engagement

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Total € 125.97

€41.99

Total € 125.97 Stars icon

20 Chapters

Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface

Working with Sales

The stages of the sales process

Entities in Dynamics 365

Case studies

Summary

Working with Service

Entities in the Service module

The Customer Service Hub

Case studies

Summary

Working with Marketing

Contents of the Marketing module

The structure of the Marketing module

Understanding the New Unified User Interface

An overview of Dynamics 365 Hub

Accessing Hubs in Dynamics 365

Adding Sales and the Customer Service Hub in Dynamics 365

Creating a Unified Interface

New UI updates in Unified Interface

Understanding the Sales Hub in Dynamics 365

Understanding the Customer Service Hub

Summary

Section 2: Understanding Customization and App Design

Designing Unified Interface Apps

Scenario

Summary

Customization Enhancements in Dynamics 365

New enhancements in Dynamics 365

Business Process Flows and Rules in Dynamics 365

Key components

Key changes

Creating a business rule

Scenario walkthrough

Business process flows

Creating a business process flow

Scenario walkthrough

Summary

Section 3: Development Enhancements and Code Improvements in Dynamics 365

Client-Side Scripting

Scenario 1

Microsoft Dynamics 365 web API

Plugin Development with Dynamics 365

Event execution pipeline

Writing a plugin

Scenario walkthrough

Summary

Working with the XRM Framework

Mobile Enhancements in Dynamics 365

Dynamics 365 mobile application requirements

Visual controls in Dynamics 365

Summary

Virtual Entities in Dynamics 365

Scenario demonstrating use of virtual entities

Limitations of virtual entities

Summary

Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Working with Dynamics 365 Portals

Overview of Dynamics 365 portal

Configuring the customer service portal

Managing portal pages and setup using the portal content editor

Configuration Enhancements in Dynamics 365

Dynamics 365 theme

Dynamics 365 organization settings

Dynamics 365 personal option settings

Summary

Analytics with Dynamics 365 (Word and Excel Templates)

Word templates

Scenario

Uploading the template to Dynamics 365

Excel templates

Summary

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Customer reviews

Rating distribution

(3 Ratings)

5 star 33.3%

4 star 33.3%

3 star 33.3%

2 star 0%

1 star 0%

Furuya.Syota Sep 04, 2021

業務レイヤで見るとできることは他のパッケージとあまり変わらないので、基幹システム導入経験がある場合は、業務フローは問題なくイメージできると思います。ただ、Dynamicsの書籍はあまりなく、触ったことがないと画面イメージは全く分からないと思います。日本の書籍と比べると画面の数が豊富であり、かなりイメージが湧きます。ただ、細かい機能は本書でも分からないので、Dynamics使ったことがある人にはあまり有益ではないかと思います。

Amazon Verified review

シバ Feb 24, 2020

色なシナリオを挙げながら詳細まで説明しております。各手順の画面キャプチャも付いております。この本のおかげでMB200試験に合格しました。

Amazon Verified review

H Mar 19, 2019

日本でいうところの「できるExcel」とかの超初心者向けの内容です。英語ですがDynamics 365の画面のフルカラーのスクリーンショットで、押すべきボタンなどは赤枠で囲ってあるので何を言ってるか分からないということはまずありません。多いときは１ページに２画面スクリーンショットがあったりしてふんだんに画面のスクリーンショットを載せているせいで、画像がたくさんありすぎて内容はあまり突っ込んだことは解説していません。何も知らない超初心者がCustomer Engagementをちょっとだけ知ってる普通の人レベルにはなれます。何十万円もだして１日くらいしかやらない初心者向けセミナーに行くよりはこれを読んで学習したほうがいいです。kindleなら知らない単語があってもすぐ英和辞書が出るので電子書籍がお勧めです。本の内容としては「こういうことがしたい」というシナリオが何本かあって、それをDynamics365で実現するにはどうしたらいいかという感じです。Customer Engagement Portalに関して説明している書籍がこれくらいしかないのでPortal関連に期待したんですがLiquidの言及すら無し、エンティティリスト、エンティティフォーム、入力必須項目を設定したりエンティティフォームに入力項目を追加したり、webロールを適用したりくらいしかなかったのは残念でした。買った後に気づいたのですがなぜかgoogle play booksのほうが500円くらい？安いですねしかも販売元のPacktでebook購入すると$28だし、あらかじめPacktにユーザー登録しておくとPacktのEbookとセミナーが80%offになるクーポンが送られてくるし...こういうことはあらかじめ教えてもらいたかったわ人柱として報告させてもらいます。Dynamics365の参考書が少なすぎるのでもっと増えてほしいですね

Amazon Verified review

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About the author

Deepesh Somani

Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

See other products by Deepesh Somani

FAQs

What is the delivery time and cost of print book?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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The orders shipped to the countries that are listed under EU27 will not bear custom charges. They are paid by Packt as part of the order.

List of EU27 countries: www.gov.uk/eu-eea:

A custom duty or localized taxes may be applicable on the shipment and would be charged by the recipient country outside of the EU27 which should be paid by the customer and these duties are not included in the shipping charges been charged on the order.

How do I know my custom duty charges?

The amount of duty payable varies greatly depending on the imported goods, the country of origin and several other factors like the total invoice amount or dimensions like weight, and other such criteria applicable in your country.

For example:

If you live in Mexico, and the declared value of your ordered items is over $ 50, for you to receive a package, you will have to pay additional import tax of 19% which will be $ 9.50 to the courier service.
Whereas if you live in Turkey, and the declared value of your ordered items is over € 22, for you to receive a package, you will have to pay additional import tax of 18% which will be € 3.96 to the courier service.

How can I cancel my order?

Cancellation Policy for Published Printed Books:

You can cancel any order within 1 hour of placing the order. Simply contact customercare@packt.com with your order details or payment transaction id. If your order has already started the shipment process, we will do our best to stop it. However, if it is already on the way to you then when you receive it, you can contact us at customercare@packt.com using the returns and refund process.

Please understand that Packt Publishing cannot provide refunds or cancel any order except for the cases described in our Return Policy (i.e. Packt Publishing agrees to replace your printed book because it arrives damaged or material defect in book), Packt Publishing will not accept returns.

What is your returns and refunds policy?

Return Policy:

We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on customercare@packt.com with the order number and issue details as explained below:

If you ordered (eBook, Video or Print Book) incorrectly or accidentally, please contact Customer Relations Team on customercare@packt.com within one hour of placing the order and we will replace/refund you the item cost.
Sadly, if your eBook or Video file is faulty or a fault occurs during the eBook or Video being made available to you, i.e. during download then you should contact Customer Relations Team within 14 days of purchase on customercare@packt.com who will be able to resolve this issue for you.
You will have a choice of replacement or refund of the problem items.(damaged, defective or incorrect)
Once Customer Care Team confirms that you will be refunded, you should receive the refund within 10 to 12 working days.
If you are only requesting a refund of one book from a multiple order, then we will refund you the appropriate single item.
Where the items were shipped under a free shipping offer, there will be no shipping costs to refund.

On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

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Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

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What is the delivery time and cost of print books?

Shipping Details

USA:

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Unfortunately, due to several restrictions, we are unable to ship to the following countries:

Afghanistan
American Samoa
Belarus
Brunei Darussalam
Central African Republic
The Democratic Republic of Congo
Eritrea
Guinea-bissau
Iran
Lebanon
Libiya Arab Jamahriya
Somalia
Sudan
Russian Federation
Syrian Arab Republic
Ukraine
Venezuela

Mastering Microsoft Dynamics 365 Customer Engagement: An advanced guide to developing and customizing CRM solutions to improve your business applications , Second Edition

What do you get with Print?