Mastering Microsoft Dynamics 365 Customer Engagement电子书

Title Page

Copyright and Credits

Mastering Microsoft Dynamics 365 Customer Engagement Second Edition

About Packt

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Contributors

About the author

About the reviewer

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Preface

Who this book is for

What this book covers

To get the most out of this book

Download the example code files

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Conventions used

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

Working with Sales

The stages of the sales process

Entities in Dynamics 365

Case studies

Scenario 1

Scenario 2

Scenario 3

Summary

Working with Service

Entities in the Service module

The Customer Service Hub

Case studies

Scenario 1 – configuration of the Customer Service Hub

A walkthrough of the Customer Service Hub

The TIMELINE tab

The RELATED tab

Scenario 2

Scenario 3

Summary

Working with Marketing

Contents of the Marketing module

The structure of the Marketing module

The marketing list

Creating a marketing list

Campaigns

Quick campaigns

Scenario 1

Scenario 2

Scenario 3

Summary

Understanding the New Unified User Interface

An overview of Dynamics 365 Hub

Accessing Hubs in Dynamics 365

Adding Sales and the Customer Service Hub in Dynamics 365

Creating a Unified Interface

New UI updates in Unified Interface

Understanding the Sales Hub in Dynamics 365

Understanding the Customer Service Hub

Summary

Section 2: Understanding Customization and App Design

Designing Unified Interface Apps

Scenario

Resolving the scenario

Creating the Vendor custom entity

Product management

Creating the Vendor Management application

Creating applications from existing solutions and site maps

Managing security roles

Creating new views in the Vendor Management application

Showing a default welcome page

Summary

Customization Enhancements in Dynamics 365

New enhancements in Dynamics 365

New attribute type – MultiSelect Option Set

Custom grid controls in Dynamics 365

Scenario 1

Resolving the scenario

Scenario 2

Resolving the scenario

Scenario 3

Resolving the scenario

Scenario 4

Resolving the scenario

Summary

Business Process Flows and Rules in Dynamics 365

Key components

Key changes

Creating a business rule

Scenario walkthrough

Scenario

Business process flows

Attributes

Creating a business process flow

Scenario walkthrough

Scenario

Summary

Section 3: Development Enhancements and Code Improvements in Dynamics 365

Client-Side Scripting

Scenario 1

Resolving the scenario

Source code

Microsoft Dynamics 365 web API

Authenticating with the web API

Scenario 2

Resolving the scenario

Source code

Scenario 3

Retrieving metadata using the web API

Source code

Scenario 4

Resolving the scenario

Source code

Summary

Plugin Development with Dynamics 365

Event execution pipeline

Pipeline stages

Database transaction

Plugin isolation mode

Writing a plugin

Registering a plugin step

Scenario walkthrough

Scenario 1

Scenario 2

Scenario 3

Summary

Working with the XRM Framework

Scenario walkthrough

Adding resources

Creating custom fields

Attributing data types

The Calculated and Rollup fields

What operations can the Rollup fields perform?

What types of formula are allowed on Calculated fields?

Relationships

1:N relationships

N:1 relationships

N:N relationships

Scenario 1

Scenario 2

Entity forms

Entity views

Sample scenarios

Summary

Mobile Enhancements in Dynamics 365

Dynamics 365 mobile application requirements

Dynamics 365 tablet application requirements

Dynamics 365 web browser support for tablet

Scenario

Visual controls in Dynamics 365

Scenario – For visual controls

Scenario – Configuring the timeline control

Scenario – Configuring the Pen Control

Summary

Virtual Entities in Dynamics 365

Scenario demonstrating use of virtual entities

Resolving the scenario

Getting JSON data for the virtual entities

Creating the OData v4 source

Publishing the OData v4 source in Azure

Creating the virtual entity data source

Creating a virtual entity

Creating the Zip Code virtual entity

Currency conversions virtual entity

Limitations of virtual entities

Summary

Section 4: Learning about the Portal, Configuration, and Security Enhancements in Dynamics 365

Working with Dynamics 365 Portals

Overview of Dynamics 365 portal

Configuring the customer service portal

Managing portal pages and setup using the portal content editor

Scenario 1

Scenario 2

Scenario 3

Scenario 4

Scenario 5

Summary

Configuration Enhancements in Dynamics 365

Dynamics 365 theme

Scenario one

Dynamics 365 organization settings

Scenario two

Dynamics 365 personal option settings

Scenario three

Summary

Analytics with Dynamics 365 (Word and Excel Templates)

Word templates

Scenario

Creating a Word template

An alternative way to create a template

Types of controls

Uploading the template to Dynamics 365

Excel templates

Customizing data present in the document

Uploading the template

Configuring the security roles in templates

Summary

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