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You're reading from Mastering Microsoft Dynamics 365 Customer Engagement An advanced guide to developing and customizing CRM solutions to improve your business applications

Product type Paperback

Published in Feb 2019

Publisher Packt

ISBN-13 9781788990226

Length 572 pages

Edition 2nd Edition

Languages

JavaScript

Tools

Dynamics 365

Concepts

CRM

Author (1):

Deepesh Somani

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Table of Contents (21) Chapters

Preface

1. Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface

2. Working with Sales FREE CHAPTER

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

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Summary

In this chapter, we looked at and learned about the following:

Mobile and tablet enhancements available with Dynamics 365
Supported platforms and browsers for mobile and tablet applications available in Dynamics 365
How to install the Dynamics 365 phone application
How to preview form customization changes in phone and tablet applications with Dynamics 365
New visual controls available with Dynamics 365
How to configure the calendar and Pen Control on the Opportunity entity
Supported languages for the Dynamics 365 phone and tablet application

In the next chapter, we will look at virtual entities. We will learn about their limitations and the requirements for utilization, and we will create a virtual entity.

The rest of the chapter is locked

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Authors (1)

Deepesh Somani

Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

See other products by Deepesh Somani