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Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

By Deepesh Somani
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Customised display settings for better reading experience
50+ new titles added every month on new and emerging tech
Playlists, Notes and Bookmarks to easily manage your learning
Mobile App with offline access
What do you get with eBook?
Download this book in EPUB and PDF formats
Access this title in our online reader
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Stream this video
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  1. Free Chapter
    Section 1: Introduction to Sales, Service, and Marketing Modules with a Unified User Interface
About this book
Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios.
Publication date:
February 2019
Publisher
Packt
Pages
572
ISBN
9781788990226

 

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

This first section will introduce you to sales and service life cycles in Dynamics 365. Your knowledge of these topics will be supplemented with applicable scenarios. Further on, you will learn how the marketing module works. Finally, you will come to understand the new UI and its usability, which makes the new version of Dynamics 365 better, more convenient, and more efficient, as well as attractive to use.

The following chapters will be covered in this section:

About the Author
  • Deepesh Somani

    Deepesh Somani currently works as a Microsoft Dynamics 365 lead architect, a corporate trainer, and an author. He has been Microsoft's Most Valuable Professional awardee for 3 consecutive years, making his way into the top 90 CRM professionals in the world. He is currently working in an IT start-up called Dynamisity Private Limited, based out of Ahmedabad, India. With his fervor for the technology and constant adherence, Deepesh has been an active contributor to the global technical community and has been honored as a key contributor on leader boards from time to time. His blog has more than 270,000 hits and 500+ followers from 150 countries worldwide. It was recognized as one of the top 100 CRM blogs worldwide by Feedspot in 2017. He developed 14 free tools with 7000+ downloads, and a Dynamics app with around 1000+ downloads and a 4.4 rating. Deepesh has extensive experience working in different domains, such as banking, public sector, telecommunication, and retail, to name a few, with teams from different parts of the world and with renowned multinational companies such as Microsoft, Infosys, and SanDisk. As a passionate explorer, he enjoys travelling, interacting with people of various ethnicities, trying different foods, and dancing.

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Latest Reviews (4 reviews total)
I like the promotions. Haha.
Excellent book thank you Deepesh.
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