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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

Understanding Dynamics 365 CE configuration

Once you have bought your Dynamics 365 CE subscription or set up a 30-day trial, you need to change the behavior of Dynamics 365 CE based on your requirements. Dynamics 365 configuration refers to the settings that can be changed using the Dynamics 365 CE application itself. We don't need to use any external tools to configure these settings. All of the system-level configurations are done from the Settings area. If you are using the classical web client interface, then you can navigate to Settings from the top navigation bar; but if you are using the Unified Interface client, then you can navigate to the Settings area using the Advanced Settings options, as shown in the following screenshot:

Keep in mind you can only configure settings if you have the required permissions. You need to have a System Customizer or System Administrator...

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