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Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 629

Book Description
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.

Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1789954584
Category : Computers
Languages : en
Pages : 629

Book Description
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.

Microsoft Dynamics 365 For Dummies

Microsoft Dynamics 365 For Dummies PDF Author: Renato Bellu
Publisher: John Wiley & Sons
ISBN: 111950886X
Category : Computers
Languages : en
Pages : 386

Book Description
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!

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement PDF Author: Mahender Pal
Publisher: Packt Publishing Ltd
ISBN: 1838550887
Category : Computers
Languages : en
Pages : 421

Book Description
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.

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement PDF Author: Deepesh Somani
Publisher: Packt Publishing Ltd
ISBN: 1788993837
Category : Computers
Languages : en
Pages : 555

Book Description
A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.

Mastering Salesforce CRM Administration

Mastering Salesforce CRM Administration PDF Author: Rakesh Gupta
Publisher: Packt Publishing Ltd
ISBN: 1786460769
Category : Computers
Languages : en
Pages : 405

Book Description
Learn about the Advanced Administration Certification Examination and build a successful career in Salesforce administration About This Book Build your skills and knowledge to crack the Advanced Admin Certification Examination Leverage the advanced administration capabilities of Salesforce and Salesforce1 Optimize and extend Sales Cloud and Service Cloud applications Who This Book Is For This book is written for Salesforce admins who are looking to gain an in-depth knowledge of the Salesforce platform and grow their value in their organization. It will teach them to implement and design advanced business process automation for the benefit of their organization. What You Will Learn Adopt Lightning Experience to improve the productivity of your organization's sales team Create and maintain service entitlements and entitlement processes Process Builder basic and advanced concepts Different ways to deploy applications between environments Best practices for improving and enriching data quality In Detail The book starts by refreshing your knowledge of common admin tasks. You will go over Lightning Experience and various security aspects. You will be shown how to implement territory management in your organization and make use of custom objects. From here, the book progresses to advanced configuration, data management, and data analytics before swiftly moving on to setting up advanced organization-wide features that affect the look and feel of the application. Extend the capabilities of your organization's Salesforce implementation by optimizing and extending Sales Cloud, Salesforce1, and Service Cloud applications. This guide will equip you with the tools you need to build a successful career in Salesforce. Style and approach The book takes a straightforward, no-nonsense approach to working with the Salesforce CRM platform. It is filled with examples, advanced use cases, and all the resources you need to be a Salesforce Jedi.

Customer Relationship Management

Customer Relationship Management PDF Author: Francis Buttle
Publisher: Routledge
ISBN: 1856175227
Category : Business & Economics
Languages : en
Pages : 495

Book Description
This title presents an holistic view of CRM, arguing that its essence concerns basic business strategy - developing and maintaining long-term, mutually beneficial relationships with strategically significant customers - rather than the operational tools which achieve these aims.

MCA Modern Desktop Administrator Complete Study Guide

MCA Modern Desktop Administrator Complete Study Guide PDF Author: William Panek
Publisher: John Wiley & Sons
ISBN: 1119603102
Category : Computers
Languages : en
Pages : 1138

Book Description
The ultimate study guide for Microsoft 365 Certified Associate (MCA) Modern Desktop certification—covers the new Exam MD-100 and the new Exam MD-101 in one book! Referred to as the Modern Desktop, Microsoft 365 is Microsoft’s new suite of modern workplace services comprising Windows 10, Office 365, and Enterprise Mobility & Security. IT administrators tasked with deploying and implementing Modern Desktop are required to configure, secure, manage, and monitor devices and applications in enterprise environments. Success on the MCA Modern Desktop Administrator certification exam is essential for IT professionals seeking to expand their job opportunities and advance their careers. The MCA Modern Desktop Administrator Complete Study Guide is an indispensable resource for candidates preparing for certification. This guide covers 100% of all exam objectives for the new Exam MD-100: Windows 10 and the new Exam-101: Managing Modern Desktops. All aspects of both new exams are covered, including in-depth information on advanced topics and technologies. Included is access to Sybex's comprehensive online learning environment—offering an assessment test, bonus practice exams, electronic flashcards, a searchable glossary, and videos for many of the chapter exercises (ONLY available for Exam MD-100). This must-have guide enables users to: Configure devices, core services, networking, storage, users, updates, and system and data recovery Implement, install, maintain, manage, and monitor Windows 10 Plan desktop deployment and Microsoft Intune device management solutions Manage identities, applications, remote access, and data access and protection Review real-world scenarios, hands-on exercises, and challenging practice questions The MCA Modern Desktop Administrator Complete Study Guide: Exam MD-100 and Exam MD-101 is an essential tool for anyone preparing for the exams and students and IT professionals looking to learn new skills or upgrade their existing skills.

MCA Modern Desktop Administrator Study Guide

MCA Modern Desktop Administrator Study Guide PDF Author: William Panek
Publisher: John Wiley & Sons
ISBN: 1119605946
Category : Computers
Languages : en
Pages : 384

Book Description
The must-have preparation guide for MCA Modern Desktop certification—covers the new Exam MD-101: Managing Modern Desktops! Microsoft’s Modern Desktop integrates Windows 10, Office 365, and advanced security capabilities. Microsoft 365 Certified Associate (MCA) Modern Desktop certification candidates need to be familiar with Microsoft 365 workloads and demonstrate proficiency in deploying, configuring, and maintaining Windows 10 and non-Windows devices and technologies. The new Exam MD-101: Managing Modern Desktops measures candidate’s ability to deploy and update operating systems, manage policies and profiles, manage and protect devices, and manage apps and data. Candidates are required to know how to perform a range of tasks to pass the exam and earn certification. The MCA Modern Desktop Administrator Study Guide: Exam MD-101 provides in-depth examination of the complexities of Microsoft 365. Focusing on the job role of IT administrators, this clear, authoritative guide covers 100% of the new exam objectives. Real-world examples, detailed explanations, practical exercises, and challenging review questions help readers fully prepare for the exam. Sybex's comprehensive online learning environment—in which candidates can access an assessment test, electronic flash cards, a searchable glossary, and bonus practice exams—is included to provide comprehensive exam preparation. Topics include: Planning and implementing Windows 10 using dynamic deployment and Windows Autopilot Upgrading devices to Windows 10 and managing updates and device authentication Managing access polices, compliance policies, and device and user profiles Implementing and managing Windows Defender and Intune device enrollment Deploying and updating applications and implementing Mobile Application Management (MAM) The move to Windows 10 has greatly increased the demand for qualified and certified desktop administrators in corporate and enterprise settings. MCA Modern Desktop Administrator Study Guide: Exam MD-101: Managing Modern Desktops is an invaluable resource for IT professionals seeking MCA certification.

Microsoft Power Platform Enterprise Architecture

Microsoft Power Platform Enterprise Architecture PDF Author: Robert Rybaric
Publisher: Packt Publishing Ltd
ISBN: 1800206852
Category : Computers
Languages : en
Pages : 452

Book Description
Publisher's Note: This edition from 2020 is outdated and is not compatible with the new standards of Microsoft Power Platform. A new Second edition has been published to cover the latest patterns, models, and methodologies leveraging the Microsoft ecosystem to create tailor-made enterprise applications. It combines the powers of Power Apps, Power BI, Azure, and Dynamics 365 to create enterprise applications. Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book.

The AMPscript Guide

The AMPscript Guide PDF Author: Adam Spriggs
Publisher:
ISBN: 9780648287223
Category :
Languages : en
Pages : 416

Book Description
AMPscript is a scripting language for Salesforce Marketing Cloud. You can use it to create highly sophisticated, personalized content through an extensive set of functions.The language follows a simple syntax and semantics. With an understanding of the fundamentals, you can quickly gain proficiency in AMPscript - no prior experience in scripting languages is needed.This book extends the existing Salesforce documentation to provide an authoritative reference manual on AMPscript. Whether you are inexperienced in writing scripts or are already highly proficient in AMPscript, this book will enable you to enjoy rapid development through clear explanations and extensive documentation on all AMPscript functions, including real-world supporting code samples for you to reuse.