Implementing Dynamics 365 Customer Engagement

I'm happy to share news that my third book is now published. This book will help you learn about Dynamics 365 Customer engagement implementation options as well as learning about how to customize and extend Dynamics 365 CE.

This book is divided into the following 12 chapters:

Introduction to Dynamics 365 CE

This chapter will help you to understand basic details about Dynamics 365 CE, its clients, deployment options, subscriptions and setting up quick online trials.

Implementation Methodology

In this chapter you will learn about different management and different project management techniques which will help you to select project implementation techniques for your Dynamics 365 CE.

Requirement Gathering and Analysis

Every project requires some type of requirement gathering, so in this chapter you will see what are the different requirement and analysis techniques that can be used for Dynamics 365 CE projects.

Preparing Functional and Technical Design Documents

Once you have your requirement details it is very critical to document them, so this chapter will help you to prepare your functional and technical design document based on the requirements.

Configuring Your Dynamics 365 CE Organization

This chapter will explain different configuration options for Dynamics 365 CE. You will learn options you need to configure while implementing Dynamics 365 CE.

Customizing Dynamics 365 CE

This chapter will help you to learn about customization features and will help you to understand how customization is done for Dynamics 365 CE.

Extending Dynamics 365 CE

Sometimes we want to extend Dynamics 365 CE capability so this chapter will help you to understand different extension points for Dynamics 365 CE and how you can develop code for Dynamics 365 CE.

Integrating Dynamics 365 CE with Other Applications

This chapter will help you to learn about different options for integration If you want to integrate Dynamics 365 CE with other applications.

Business Intelligence and Reporting

You will learn about business intelligence and reporting features of Dynamics 365 CE, and how to write custom reports using Visual Studio.

Testing and User Training Planning

This chapter will help you to implement testing plans and selecting testing techniques for your Dynamics 365 CE implementation.

Migration and Upgrade

This chapter will help you to learn about different options to upgrade to Dynamics 365 CE from earlier versions. You will learn how you can migrate your existing data to Dynamics 365 CE.

Deployment and Go-Live Support

This final chapter will help you to understand deployment options and how to provide go live support.

You can purchase this book from here,

Packt
Amazon

3 Comments

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komal jaiswal6y ago
Hello Mahender,I am new to MS CRM,I need to set the field values in MS dynamics using json file.I have added a reference of Newtonsoft.json in the visual studio2019. I created a json file and added fields and values to it . Also i created a class using that json file. Now what is the next step. How do i proceed to set the values which i have set in my json file to Contact entity in MSD ?
- Mahender Pal6y ago
  Hi, when you supposed to update the contact entity data, you can write a application or can create class in your existing project where you can connect to Dynamics 365 using SDK and update contact entity based on the contactid or the unique key. You can refer : https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/org-service/quick-start-org-service-console-app or https://www.magnifez.com/console-application-to-connect-to-dynamics-365-crm-9-x-version/ to see how you can connect to your Dynamics 365. let me know if need more information.
Disne Sivalingam6y ago
Its very useful to me