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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

Product type Paperback

Published in Mar 2020

Publisher Packt

ISBN-13 9781838556877

Length 426 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

CRM

Author (1):

Mahender Pal

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Table of Contents (14) Chapters

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

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Dynamics 365 CE BI capabilities

We discussed Dynamics 365 CE's business intelligence capabilities in Chapter 6, Customizing Dynamics 365 CE, where we discussed dashboards and charts. Here, we are going to discuss another option for utilizing the business intelligence capabilities of Dynamics 365 CE, using reports. There are different methods of reporting in Dynamics 365 CE. Let's discuss these options one by one.

Excel reporting

Since the early days of Dynamics CRM, this has been the easiest way – and the traditional way—of analyzing customer data. We can download Dynamics 365 CE data using the Export to Excel option and can use formulas, charts, and pivot tables to analyze our data. Additionally,...

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Authors (1)

Pal

Pal

Mahender Pal is a Microsoft Dynamics 365 CE solution architect, trainer, and author. He started working with Dynamics CRM 3.0 and has used Microsoft Dynamics products professionally for more than 12 years. He loves to contribute to the community and has been awarded the Most Valuable Professional award 7 times. Mahender is the author of Microsoft Dynamics CRM 2011 Application Design and Microsoft Dynamics 2015 Application Design, for Packt Publishing, both of which cover developing xRM solutions using Dynamics CRM.

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