English | MP4 | AVC 1920×1080 | AAC 48KHz 2ch | 1h 40m | 448 MB
Manage and configure Dynamics 365 Customer Engagement applications and services
Dynamics 365 is currently the result of Microsoft merging its traditional CRM platform with its ERP one. The platform is not only capable of typical salesforce automation and ERP functionality, but can also be extended to serve various other purposes. This course focuses on the various deployment models, as well as the overall platform structure.
Microsoft Dynamics 365 is currently the result of Microsoft merging its traditional CRM platform with its ERP one. While the Dynamics CRM platform was already one of the leaders in the market, this new ability to unify traditional CRM with ERP functionality with reduced effort may well be the differentiating factor going forward. The platform is not only capable of typical salesforce automation and ERP functionality, but can also be extended to serve various other purposes. This flexibility, along with the various deployment options available, makes it a very enticing proposition for businesses of any size.
This course focuses on the various deployment models, as well as the overall platform structure. This information will build a knowledge base to help new users understand how this platform can be leveraged to create enterprise solutions.
Minimal knowledge of Dynamics 365 is assumed, as this course builds on the knowledge and understanding gained from the previous course.
What You Will Learn
- Solutions as containers of configurations and customizations
- Making a usable prototype from various nuts and bolts
- Defining and enforcing business processes
- Various ways of automating and guiding the user toward the end result
- The platform provides assistance and validates user actions
- Get to data in a simple and meaningful way
- Data visualization and analytics
Table of Contents
Solution Concepts
1 The Course Overview
2 What Are Solutions
3 Unmanaged versus Managed Solutions
4 Solution Layering
5 Other Solution Concepts
6 Solution Best Practices
Extending Entities
7 What Are Entities
8 Entity Elements
9 Field Types
10 Creating Forms and Views
11 Configuring Forms
12 Other Entity Elements
13 Entity Relationships
14 Apps
Guiding and Interacting with the User
15 What Are Processes
16 Dialogs
17 Workflows
18 Business Rules
19 Business Process Flows
Getting Value from the Data
20 Views
21 Charts
22 Dashboards
23 Reports
24 Search
25 Export and Import
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