Search icon CANCEL
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
Concepts
Arrow right icon
Author (1):
Arrow left icon
Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
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

Configurations required before go-live

Before going live, there are some critical configurations that need to be completed, and we need to verify that they are working correctly because these configurations can impact end users' operations from day one, which can lead to a bad impression. These configurations can also vary from project to project, but let's discuss some common configurations required for Dynamics 365 CE projects, as follows:

  • User setup: This is a critical requirement for go-live. We need to make sure to set up all users correctly in the production environment. Their security roles should be set up based on the customer's requests. If a customer will be using teams, we need to make sure users are created and all users are added to their respective teams. If a customer is using field-level security, then respective users should be added to the field...
lock icon The rest of the chapter is locked
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.
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
Renews at €18.99/month. Cancel anytime