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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 2. Implementation Methodology FREE CHAPTER 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

Understanding solutions

Before doing any customization for Dynamics 365 CE, it is very important to understand where we can keep our customized components. A solution acts as a container for Dynamics 365 CE components. All of the components that we see in Dynamics 365 CE are a part of the solution, which is known as a default or a base solution. When you are connected to your Dynamics 365 CE application, if you navigate to make.powerapps.com, which is a new way to access and modify your solutions, you can see the default solution for your organization, as shown in the following screenshot:

To customize the system, the language must match the base language. We cannot customize the system in another language.

You can double-click on Default Solution to see all the components it has. We can use the filter dropdown to see only a specific type of solution component, such as the following...

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