Dynamics 365 essentials : getting started with Dynamics 365 apps in the common data service
著者
書誌事項
Dynamics 365 essentials : getting started with Dynamics 365 apps in the common data service
（Books for professionals by professionals）
Apress, c2020
2nd ed
- : pbk
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注記
Includes bibliographical references and index
内容説明・目次
内容説明
Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration.
In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents.
After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios.
What You Will Learn
Set up the core standard features of Dynamics 365 CE
Create model-driven apps within Dynamics 365 customized to specific business needs
Customize Dynamics 365 CE and leverage process automation functionality through the UI
Study the Common Data Service for Apps
Who This Book Is For
Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365
目次
Introduction - Pages - 5 Chapter Goal: Discuss what Dynamics 365 CE is, the latest news e.g. version 9.0 and the unified client (mention web refresh) , what the sections will cover. This book will be split into two - 'Setup' and 'Configuration' - the fact that you should be looking at best ways to do it and less technical debt.
Part I - SETUP
Chapter 1: Customer Management Chapter Goal: For the reader to learn about how customers are used within Dynamics 365 CE, what they link to and how they operate in the context of Activities and Microsoft Outlook
No of pages 20
Sub -Topics
1. Account and Contacts
1. Outlook Integration for Dynamics 365 CE Online
2. Timeline and Activity Management
Chapter 2: Customer Service Chapter Goal: For the reader to learn how to deliver a more omni channel customer service experience using the standard features of Dynamics 365 CE
No of pages: 40
Sub - Topics
1. Case Management (including Categories)
2. Routing and Queues
3. Knowledge Base Implementation and Feedback
4. Microsoft Portals Configuration for Self-Service
5. SLAs and Entitlements
6. Social Engagement
7. Setting up Cognitive Services for Knowledge Article Suggestions
Chapter 3: Sales Chapter Goal: For the reader to learn what the standard sales lifecycle is, common customization points and how-to setup the standard Product Catalog
No of pages : 25
Sub - Topics:
1. Product Catalog Setup and Management
2. Leads to Invoice Sales Lifecycle with Product Catalog Integration
2. Setting up Product Suggestion Model using Cognitive Services
3. Creating Microsoft Word Templates for Quotes, Orders and Invoices
Chapter 4: Security Model Chapter Goal: For readers to understand how the Dynamics 365 CE Security Model works and operates
No of pages:10
Sub - Topics:
1. 1.Security Model Overview
2. Business Units, Teams and Users
3. Access Teams
4. Hierarchal and Positional Security
Chapter 5: Field Service and Resource Scheduling Chapter Goal: For readers to understand the basics of Field Service and Resourcing Capability which comes as standard
No of pages: 15
TBC. This is changing and will need to be updated
Chapter 6: Mobile Application Chapter Goal: For readers to learn how to setup Dynamics 365 CE for Mobile
No of pages: 20
1. Setup
3. Task Flows
4. Offline
Chapter 7: Reporting Chapter Goal: For readers to understand the capabilities of Dynamics 365 CE Reporting
No of pages: 20
5. Views
6. Dashboards
7. Reports in Dynamics 365 Online
8. Charts
Part II - CONFIGURATION
Chapter 8: Processes Chapter Goal: For readers to understand the capabilities for configuring Dynamics 365 CE through custom processes
No of pages: 30
1. Business Process Flows
2. Business Rules
3. Workflows
4. Actions
Chapter 9: UI Customization and Relationships Chapter Goal: For readers to learn how to customize the user interface of Dynamics 365 and the relationships
No of pages: 15
1. Forms
2. Relationships
3. Custom Controls
4. Mobile
Chapter 10: App Framework Chapter Goal: For readers to understand what the App Framework is and how to create 'Apps' within Dynamics 365
No of pages: 15
1. App Framework Overview
2. App Designer
3. Site Map Designer
4. Configuration
Chapter 11: Power Automation
Chapter Goal: For readers to understand Microsoft Flow's basic capabilities
No of pages: 20
This is changing and will need to be updated
Chapter 12: Managed Vs Unmanaged Solutions
Chapter Goal: Discussion on solutions design and layering
Chapter 13: Common Data Service for Apps Chapter Goal: For readers to understand what the Common Data Service is and how to get started with integrations through the UI.
No of pages: 20
Chapter 14: Getting started with CDS Portals
Chapter Goal: To connect a portal to a CDS for Apps environment that does not have any Dynamics 365 applications (Sales, Service, or Marketing) preinstalled
Chapter 15: Dynamics 365 for Marketing
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