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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

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
Concepts
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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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

Summary

In this chapter, we learned about testing the Dynamics 365 CE application. We discussed how to create a test plan and what sections we should include in our test plan document. Then, we discussed manual and automated testing approaches. We also learned why UAT is important for Dynamics 365 CE implementation and how it can be performed. Lastly, we discussed how to conduct end user training for Dynamics 365 CE implementation.

In the next chapter, we are going to discuss different paths we can follow in order to upgrade to Dynamics 365 CE from earlier versions of Dynamics CRM, as well as how we can migrate our existing data to Dynamics 365 CE.

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