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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
Concepts
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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

Scenario walkthrough

The following is an illustration that shows how Dynamics 365 can be extended in an education-based institute—for example: a typical school.

A typical school management application will consist of the following actors:

  • Students
  • Teachers
  • Parents
  • Resources, including classrooms, playground, and labs
  • Library books

Apart from the aforementioned actors, there will also be the following processes to enable the daily working of the institute:

  • Attendance management
  • Test evaluation

The first step is to identify whether there is a possibility of mapping any of the existing out-of-the-box entities for our usage. If that is not possible, based on our analysis, we will create a new entity.

Dynamics 365 provides contacts or customers as a standard out-of-the-box entity. By default, it contains attributes including first name and last name. This entity can easily...

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