by Nicolae Tarla | Publisher: Packt Publishing | Release Date: April 2018 | ISBN: 9781788292887

Getting introduced to the Microsoft Dynamics 365 platform, the deployment options available as well as the platform structure.About This VideoExplore details of the platform's core structure and functionality,Delve more deeply into extending the platform by configuring user-specific features.A complete training guide to the new features of the Microsoft Dynamics 365 Customer Engagement (formerly known as Dynamics CRM) platformIn DetailMicrosoft Dynamics 365 Customer Engagement is currently one of the most successful Customer Relationship Management platforms in the market. It is capable not only of the typical Salesforce automation functionality, but it can also serve various other purposes. This flexibility, along with its various deployment options, makes it a very enticing proposition for businesses of any size.We focus on the main types of licensing option available for Microsoft Dynamics 365 Customer Engagement. We look at the requirements for each option, and how to choose the right one. You will then learn about core platform structure. We look at the entities, relationships, modules, and internal structure of the platform. Throughout this course we create a trial online environment for use during the course, look at out-of-the-box functional modules, and get a better understanding of the main platform components.By the end of the course, you will be able to use proper terminology, communicate effectively with system implementers, and understand the relationships between the various technical and functional elements.

1. Chapter 1 : Licensing Option
   • The Course Overview 00:04:59
   • Choosing the Right Solution 00:02:55
   • Combining Solutions 00:03:11
   • Extensibility Options and Limitations 00:04:19
   • Creating Your First 30-day Trial 00:08:06
2. Chapter 2 : Dynamics 365 for Sales
   • What is Dynamics 365 for Sales 00:07:26
   • Managing Your Customer 00:03:34
   • Managing the Sales Process 00:03:00
   • Goal Tracking, Reporting, and Intelligence 00:03:28
3. Chapter 3 : Dynamics 365 for Customer Service
   • What is Dynamics 365 for Customer Service 00:03:20
   • Case Management 00:03:36
   • Interactive Service Hub 00:02:08
4. Chapter 4 : Dynamics 365 for Field Service
   • What is Dynamics 365 for Field Service 00:01:50
   • Scheduling 00:03:03
   • Inventory Management 00:03:03
5. Chapter 5 : Dynamics 365 for Project Service Automation
   • What is Dynamics 365 for Project Service Automation 00:05:51
   • Resource Management 00:03:12
   • Time and Expenses 00:05:44
6. Chapter 6 : Online, On-Premise or Hybrid
   • Freedom to Choose 00:04:39
   • Factors to Consider 00:05:32
7. Chapter 7 : Platform Structure
   • The Main Components of the Platform 00:07:13
   • The Main Components of the Platform (Continued) 00:07:35
8. Chapter 8 : Entities
   • What are Entities? 00:04:28
   • Entity Relationships 00:05:37
   • Entity Elements 00:08:53
9. Chapter 9 : Functional Modules
   • What are Functional Modules? 00:03:20
   • OOTB Functional Modules 00:03:15
   • Custom Functional Modules 00:07:57