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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

Upgrading solutions

When we upgrade our Dynamics CRM organization to Dynamics 365 CE, all of the customizations are also upgraded automatically. However, we still need to work on our customizations to adjust them based on the new Dynamics 365 CE interface. If anything unsupported is done, we need to remove it to make sure everything is working with Dynamics 365 CE correctly. We may need to change our navigation based on Dynamics 365 CE. Depending on which version we are upgrading from, we need to work on the customization. Before Dynamics 365 CE, we used to develop custom solutions for features that were not present in Dynamics CRM—for example, multi-selection dropdowns. This feature was not available in earlier versions, but now, we have this feature out of the box. We should always try to use out-of-the-box features of Dynamics 365 CE instead of writing any custom solutions...

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