Dynamics 365 CE Essentials

Discover how to set up core Dynamics 365 Customer Engagement functionality and learn how to build more customized processes on top of the standard capabilities. This book starts by showing you how to set up the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration.
In the second section, you'll work through UI customizations, process automation and reporting in Dynamics 365 CE. Learn about the App Framework, how to create model-driven apps and how to get started with the Common Data Service for Apps. Leverage Microsoft Flow within Dynamics 365 CE to create loosely coupled business applications using automation from Microsoft and third-party services.
After reading Dynamics 365 CE Essentials , you will have mastered the core functionality available in Dynamics 365 CE and be able to set it up for a number of different 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

Learn about 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.

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 OutlookNo of pages 20Sub -Topics1.      Account and Contacts

1.      Outlook Integration for Dynamics 365 CE Online2.      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 CENo of pages: 40Sub - Topics1.      Case Management (including Categories)2.      Routing and Queues3.      Knowledge Base Implementation and Feedback4.      Microsoft Portals Configuration for Self-Service5.      SLAs and Entitlements6.      Social Engagement7.      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 CatalogNo of pages : 25Sub - Topics:            1.      Product Catalog Setup and Management2.      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 operatesNo of pages:10Sub - Topics: 1.      1.Security Model Overview

2.      Business Units, Teams and Users3.      Access Teams4.      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 MobileNo of pages: 201.      Setup

3.      Task Flows 4.      Offline   Chapter 7: Reporting Chapter Goal: For readers to understand the capabilities of Dynamics 365 CE ReportingNo of pages: 205.       Views6.       Dashboards7.       Reports in Dynamics 365 Online8.      Charts Part II - CONFIGURATION

Chapter 8: Processes Chapter Goal: For readers to understand the capabilities for configuring Dynamics 365 CE through custom processesNo of pages: 301.      Business Process Flows2.      Business Rules

3.      Workflows4.      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: 151.      Forms2.      Relationships3.      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 Overview2.      App Designer3.      Site Map Designer4.      Configuration  Chapter 11: Microsoft FlowChapter Goal: For readers to understand Microsoft Flow s basic capabilitiesNo of pages: 20 This is changing and will need to be updated

Chapter 12: 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 This is changing and will need to be updatedChapter 13: Dynamics 365 for Marketing