Search icon CANCEL
Subscription
0
Cart icon
Your Cart (0 item)
Close icon
You have no products in your basket yet
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Feb 2019
Publisher Packt
ISBN-13 9781788990226
Length 572 pages
Edition 2nd Edition
Languages
Concepts
Arrow right icon
Author (1):
Arrow left icon
Deepesh Somani Deepesh Somani
Author Profile Icon Deepesh Somani
Deepesh Somani
Arrow right icon
View More author details
Toc

Table of Contents (21) Chapters Close

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

Summary

As Microsoft Dynamics 365 continues to evolve, the focus of Microsoft is to try to reduce custom coding as far as possible. Every now and then, however, there is bound to be a customer requirement that cannot be implemented without any custom coding. At that stage, plugins come to our rescue.

The main motive and skill that every Dynamics 365 consultant needs to enhance is to analyze the requirements correctly and toutology in terms of configurations and customizations. Other out-of-the-box configurations, such as workflows and business rules, should be explored before we accept the need to write a custom plugin to meet the desires of the customer.

In the next chapter, we will focus on entities, processes and dashboards that are available for extending Dynamics 365 to fit any business requirements, using the XRM framework through real-world examples in the new user interface...

lock icon The rest of the chapter is locked
Register for a free Packt account to unlock a world of extra content!
A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.
Unlock this book and the full library FREE for 7 days
Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of
Renews at $19.99/month. Cancel anytime
Banner background image