Getting Started with Dynamics 365 Customer Engagement [Video]

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Getting Started with Dynamics 365 Customer Engagement [Video]

Nicolae Tarla
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Getting introduced to the Microsoft Dynamics 365 platform, the deployment options available as well as the platform structure.
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Video Details

ISBN 139781788292887
Course Length2 hours and 11 minutes

Video Description

Microsoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.

We focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components.

By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

Style and Approach

This practical course focuses on presenting basic concepts for new platform users. It also looks at platform elements step-by-step, to help existing users understand the segmentation and relationships between various functional modules and platform components.

Table of Contents

Licensing Option
The Course Overview
Choosing the Right Solution
Combining Solutions
Extensibility Options and Limitations
Creating Your First 30-day Trial
Dynamics 365 for Sales
What is Dynamics 365 for Sales
Managing Your Customer
Managing the Sales Process
Goal Tracking, Reporting, and Intelligence
Dynamics 365 for Customer Service
What is Dynamics 365 for Customer Service
Case Management
Interactive Service Hub
Dynamics 365 for Field Service
What is Dynamics 365 for Field Service
Scheduling
Inventory Management
Dynamics 365 for Project Service Automation
What is Dynamics 365 for Project Service Automation
Resource Management
Time and Expenses
Online, On-Premise or Hybrid
Freedom to Choose
Factors to Consider
Platform Structure
The Main Components of the Platform
The Main Components of the Platform (Continued)
Entities
What are Entities?
Entity Relationships
Entity Elements
Functional Modules
What are Functional Modules?
OOTB Functional Modules
Custom Functional Modules

What You Will Learn

  • Host Dynamics 365 on-premise
  • Host Dynamics 365 with third-party hosting providers
  • Leverage Dynamics 365 Online
  • Discover the core components of the Dynamics 365 platform
  • Explore the concept of entities
  • Delve into the concept of modules

Authors

Table of Contents

Licensing Option
The Course Overview
Choosing the Right Solution
Combining Solutions
Extensibility Options and Limitations
Creating Your First 30-day Trial
Dynamics 365 for Sales
What is Dynamics 365 for Sales
Managing Your Customer
Managing the Sales Process
Goal Tracking, Reporting, and Intelligence
Dynamics 365 for Customer Service
What is Dynamics 365 for Customer Service
Case Management
Interactive Service Hub
Dynamics 365 for Field Service
What is Dynamics 365 for Field Service
Scheduling
Inventory Management
Dynamics 365 for Project Service Automation
What is Dynamics 365 for Project Service Automation
Resource Management
Time and Expenses
Online, On-Premise or Hybrid
Freedom to Choose
Factors to Consider
Platform Structure
The Main Components of the Platform
The Main Components of the Platform (Continued)
Entities
What are Entities?
Entity Relationships
Entity Elements
Functional Modules
What are Functional Modules?
OOTB Functional Modules
Custom Functional Modules

Video Details

ISBN 139781788292887
Course Length2 hours and 11 minutes
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