Fundamentals of CRM with Dynamics 365 and Power Platform

by Nicolae Tarla

Author	: Nicolae Tarla
Publisher	: Packt Publishing Ltd
Total Pages	: 629
Release	: 2020-10-06
Genre	: Computers
ISBN	: 1789954584

GET BOOK

Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.

Dynamics 365 Application Development

by Deepesh Somani

Author	: Deepesh Somani
Publisher	: Packt Publishing Ltd
Total Pages	: 414
Release	: 2018-01-30
Genre	: Computers
ISBN	: 1788399145

GET BOOK

Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn Develop apps using the platform-agnostic Web API Leverage Azure Extensions to design cloud-aware applications Learn how to implement CRUD operation Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.

Microsoft Power Platform Enterprise Architecture

by Robert Rybaric

Author	: Robert Rybaric
Publisher	: Packt Publishing Ltd
Total Pages	: 535
Release	: 2023-01-31
Genre	: Computers
ISBN	: 1804618349

GET BOOK

This book enables you to design tailor-made enterprise solutions using the latest models, methodologies, and patterns for your projects. It harnesses the capabilities of the Power Platform, Azure, and Dynamics 365 to create robust solutions. In this new edition, you can work with the latest technologies such as Dataverse and Power Portals to take your solutions to the next level. Purchase of the print or Kindle book includes a free eBook in PDF format. Expert insights "This book provides a solid understanding of how Microsoft 365 and Power Platform work together and offers detailed information on the architecture. It blends a theoretical approach with real-world scenarios to bring the theories to life and demonstrates how architecture operates in practice." —Mary Angiela Cerbolles, Dual Microsoft MVP, productivity analyst "What I really like about this book is that it is well structured and easy to follow, using practical examples to illustrate key concepts throughout. I highly recommend it!" —Thomas Rice, 16x Microsoft Certified Solutions Architect Key FeaturesDesign solution architecture utilizing the full Microsoft ecosystem, now with diagrams to explain the Microsoft cloud structureDevelop solutions with a wide range of customization tools and techniques, updated for the best practices regarding APIs and plug-insOptimize solution architecture using the latest ALM best practices and integration models, following example enterprise requirementsAbout the book This book is for enterprise architects and decision makers who design solutions for complex business requirements. It teaches you how to use architectural best practices and methodologies to optimize an enterprise-grade solution. You'll gain an understanding of the tools available in the Power Platform suite and how to integrate them seamlessly with various Microsoft 365 and Azure components to create a tailor-made solution. Progressing through the book, you'll discover how to address application lifecycle management, security, extensibility, and data migration. This includes Power BI, which often requires a separate approach to the rest of the Power Platform. This book provides you with practical, essential, and concise information. It follows a complete, end-to-end example in every chapter, with diagrams that illustrate the intricacies of Microsoft cloud structure. It has been created by an experienced enterprise architect who actively creates solutions using Microsoft technology. By the end of this book, you'll have the strategic perspective of an enterprise architect to make accurate architectural decisions for your complex Power Platform projects. Who this book is for If you're an enterprise architect or technical decision maker looking to design complex solutions using Microsoft Power Platform, this is the book for you. Familiarity with Microsoft Power Platform and Azure services will be required to follow along.

Implementing Microsoft Dynamics 365 Customer Engagement

by Mahender Pal

Author	: Mahender Pal
Publisher	: Packt Publishing Ltd
Total Pages	: 421
Release	: 2020-03-06
Genre	: Computers
ISBN	: 1838550887

GET BOOK

Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book.

Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

by Malin Martnes

Author	: Malin Martnes
Publisher	: Packt Publishing Ltd
Total Pages	: 374
Release	: 2022-12-16
Genre	: Computers
ISBN	: 1803237317

GET BOOK

Learn to use Microsoft's powerful marketing automation tool, and get comprehensive knowledge with this in-depth guide covering the core capabilities of Dynamics 365 Marketing Key FeaturesTake your first step on the path to becoming a functional consultant with Dynamics 365 MarketingGet knowledge on how to use the systems features and functionality out-of-the-boxTest your knowledge with self-assessment tests to better understand the contentBook Description Marketing is one of the most powerful entities in the modern world with the potential to make or break a business. The mighty Microsoft Dynamics 356 Marketing tool offers a wide range of marketing automation tools, understanding which is an essential skill for a successful marketer. This in-depth guide to the ins and outs of Dynamics 365 Marketing will help you grasp all the information you need to implement and use the system the right way. Starting with the setup and configuration of your Dynamics 365 Marketing instance, you'll explore fundamental concepts, such as leads, accounts, and contacts, and the creation and administration of segments and lists. Once you've grasped these basic concepts, you'll advance to the core of the book. From the email editor to outbound and real-time customer journeys and from the event module to Customer Voice, you'll develop a solid understanding of the fundamental topics crucial for anyone who wants to be a Dynamics 365 Marketing functional consultant. By the end of the book, you'll be ready for Dynamics 365 Marketing end-to-end implementations. What you will learnCreate and manage marketing forms and pagesWrite good emails and use analytics to measure their effectivenessExplore outbound and real-time customer journeysUse Power Pages for real-time marketing eventsCreate surveys to send to your customers with Customer VoiceExploit the Microsoft ecosystem to get the best resultsWho this book is for Whether you are a marketing consultant working on implementations or a marketer using the system, this book will help you learn all about Dynamics 365 Marketing. With the help of detailed explanations and self-assessment tests, you'll explore the system and will get be ready for end-to-end implementation.

Machine Learning with Dynamics 365 and Power Platform

by Aurelien Clere

Author	: Aurelien Clere
Publisher	: John Wiley & Sons
Total Pages	: 247
Release	: 2022-01-06
Genre	: Computers
ISBN	: 1119771293

GET BOOK

Apply cutting-edge AI techniques to your Dynamics 365 environment to create new solutions to old business problems In Machine Learning with Dynamics 365 and Power Platform: The Ultimate Guide to Apply Predictive Analytics, an accomplished team of digital and data analytics experts delivers a practical and comprehensive discussion of how to integrate AI Builder with Dataverse and Dynamics 365 to create real-world business solutions. It also walks you through how to build powerful machine learning models using Azure Data Lake, Databricks, Azure Synapse Analytics. The book is filled with clear explanations, visualizations, and working examples that get you up and running in your development of supervised, unsupervised, and reinforcement learning techniques using Microsoft machine learning tools and technologies. These strategies will transform your business verticals, reducing costs and manual processes in finance and operations, retail, telecommunications, and manufacturing industries. The authors demonstrate: What machine learning is all about and how it can be applied to your organization's Dynamics 365 and Power Platform Projects The creation and management of environments for development, testing, and production of a machine learning project How adopting machine learning techniques will redefine the future of your ERP/CRM system Perfect for Technical Consultants, software developers, and solution architects, Machine Learning with Dynamics 365 and Power Platform is also an indispensable guide for Chief Technology Officers seeking an intuitive resource for how to implement machine learning in modern business applications to solve real-world problems.

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

by Julian Sharp

Author	: Julian Sharp
Publisher	: Packt Publishing Ltd
Total Pages	: 623
Release	: 2020-12-04
Genre	: Computers
ISBN	: 1838984062

GET BOOK

Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book.

Microsoft Certified Exam guide - Power Platform Fundamentals (PL-900)

by Cybellium Ltd

Author	: Cybellium Ltd
Publisher	: Cybellium Ltd
Total Pages	: 163
Release	:
Genre	: Computers
ISBN	:

GET BOOK

Unlock the Power of the Microsoft Power Platform! Are you ready to embark on a journey into the dynamic world of Microsoft's Power Platform? Look no further than the "Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900)." This comprehensive book is your essential companion on the path to mastering the fundamentals of the Power Platform and acing the PL-900 exam. In today's rapidly evolving business landscape, organizations seek to empower their employees to create solutions and automate workflows. Microsoft's Power Platform, comprising Power Apps, Power Automate, Power BI, and Power Virtual Agents, is at the forefront of this revolution. Whether you're a business professional, an aspiring developer, or an IT enthusiast, this book equips you with the knowledge and skills needed to leverage the Power Platform's capabilities. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the key components and capabilities of the Power Platform, ensuring you have a solid understanding of its potential. ✔ Real-World Scenarios: Practical examples and case studies that showcase how the Power Platform is used to solve real business challenges, making learning both engaging and relevant. ✔ Exam-Ready Preparation: Thorough coverage of PL-900 exam objectives, along with practice questions and expert tips to ensure you're fully prepared for the test. ✔ Proven Expertise: Authored by Power Platform experts who hold the certification and have hands-on experience in building solutions, offering you valuable insights and practical wisdom. Whether you aspire to enhance your skills, advance your career, or simply master the Power Platform, "Microsoft Certified Exam Guide - Power Platform Fundamentals (PL-900)" is your trusted companion on this journey. Don't miss this opportunity to become a proficient Power Platform user in a competitive job market. Prepare, practice, and succeed with the ultimate resource for PL-900 certification. Order your copy today and unlock a world of possibilities with the Microsoft Power Platform! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com

Microsoft Dynamics 365 For Dummies

by Renato Bellu

Author	: Renato Bellu
Publisher	: John Wiley & Sons
Total Pages	: 386
Release	: 2018-10-23
Genre	: Computers
ISBN	: 111950886X

GET BOOK

Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!