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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

New UI updates in Unified Interface

Many new updates have been introduced in Dynamics 365. The following is a list of components and the respective UIs, with an explanation:

  1. Dashboards: In Unified Interface, dashboards and charts are the same as in the web interface; however, they have different colors and layouts to make them more attractive. All dashboards in the web interface convert to the Unified Interface format:

Drilling is different than web interface:

There are other chart types that are only visible in Unified Interface:

  1. Forms: Forms in the Unified Service Interface are different than those in the web interface. The new addition of tabs makes traversing forms even more convenient:

Accessing the related entities is even simpler and faster in this form:

  1. Timeline: Timeline is a new feature that allows us to maintain Posts, Activities, and Notes in a chronological...
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