Microsoft Dynamics Crm 2011 Scripting Cookbook

Microsoft Dynamics Crm 2011 Scripting Cookbook PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1849688834
Category : Computers
Languages : en
Pages : 398

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Book Description
Microsoft Dynamics CRM 2011 Scripting Cookbook is full of immediately useable recipes showing you how far you can take customization in Dynamics. While the book is structured so that each recipe can be tackled separately, for novice users it is recommended to follow through all the recipes in the order in which they are presented.This book is for those new to Dynamics CRM and for business analysts interested in gaining additional product specific knowledge. Stepping through the first chapters will introduce you to the customization process and give you enough knowledge to start looking into more advanced topics. Developers and web designers of another CRM product will see how their skills can be easily adapted to start customizing Dynamics CRM 2011.You should be familiar with the basic concepts of what a CRM system is and does. Additional knowledge of the current or a previous version of Dynamics CRM will help, but is not necessary.

Microsoft Dynamics Crm 2011 Scripting Cookbook

Microsoft Dynamics Crm 2011 Scripting Cookbook PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1849688834
Category : Computers
Languages : en
Pages : 398

Get Book Here

Book Description
Microsoft Dynamics CRM 2011 Scripting Cookbook is full of immediately useable recipes showing you how far you can take customization in Dynamics. While the book is structured so that each recipe can be tackled separately, for novice users it is recommended to follow through all the recipes in the order in which they are presented.This book is for those new to Dynamics CRM and for business analysts interested in gaining additional product specific knowledge. Stepping through the first chapters will introduce you to the customization process and give you enough knowledge to start looking into more advanced topics. Developers and web designers of another CRM product will see how their skills can be easily adapted to start customizing Dynamics CRM 2011.You should be familiar with the basic concepts of what a CRM system is and does. Additional knowledge of the current or a previous version of Dynamics CRM will help, but is not necessary.

Microsoft Dynamics CRM 2011 Cookbook

Microsoft Dynamics CRM 2011 Cookbook PDF Author: Dipankar Bhattacharya
Publisher: Packt Publishing Ltd
ISBN: 1849684537
Category : Computers
Languages : en
Pages : 601

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Book Description
This is a Cookbook with recipes aimed at all levels with lots of practical walkthroughs for virtualization techniques.This book is great for Dynamics CRM 2011 professionals who have a beginner level understanding of the system and are looking to get a good grounding in how to deploy, maintain, configure, and customize a Dynamics CRM 2011 application efficiently. It's assumed that the reader has a basic level understanding of IT infrastructure topologies along with functional knowledge of Dynamics CRM 2011 Sales, Marketing, and Services modules.

Microsoft Dynamics CRM 2016 Customization

Microsoft Dynamics CRM 2016 Customization PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1785883798
Category : Computers
Languages : en
Pages : 374

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Book Description
Use a no-code approach to create powerful business solutions using Dynamics CRM 2016 About This Book Latest guide on customizing your system using various features in Dynamics CRM 2016; Highly practical, example-rich guide that gives you power to bend Dynamics CRM to maximize profits in your organization; A no-code guide that is easy to follow for even non-programmers Who This Book Is For If you are new to Dynamics CRM or a seasoned user looking to enhance your knowledge of the platform, then this book is for you. It is also for skilled developers who are looking to move to the Microsoft stack to build business solution software What You Will Learn Configure Outlook to integrate with your Dynamics CRM online instance Manage the existing application structure by understanding how to extend and/or modify the modules and update the navigation Find out how to use different entity views in order to get a 360-degree view of customer data Map modern business processes to the platform to enhance the user experience Use different Dynamics CRM processes such as dialogs, workflows, actions, and business process workflows Use internal and external social data to enhance the user's ability to make the right decisions Dive into generic administration options such as managing configuration and customization to become a power user In Detail Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We'll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we'll also cover the latest advancements in CRM's mobile capabilities and its complete offline support so you can better customize it. Style and approach Microsoft Dynamics CRM is a Microsoft solution for various needs of customer relationship management and is already equipped to be flexible to some extent as per the needs of the business. With Microsoft Dynamics CRM 2016, many new features for Social, marketing, sales, integration with other tools are added. These features add many dimensions to customization. This book will not only showcase how CRM can be customized but will also be a guide on how latest advancements in Dynamics CRM 2016 can be used for the benefit of your business.

Implementing Microsoft Dynamics 365 for Finance and Operations

Implementing Microsoft Dynamics 365 for Finance and Operations PDF Author: Rahul Mohta
Publisher: Packt Publishing Ltd
ISBN: 1787121011
Category : Computers
Languages : en
Pages : 551

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Book Description
Harness the power of Dynamics 365 Operations and discover all you need to implement it About This Book Master all the necessary tools and resources to evaluate Dynamics 365 for Operations, implement it, and proactively maintain it. Troubleshoot your problems effectively with your Dynamics 365 partner Learn about architecture, deployment choices, integration, configuration and data migration, development, testing, reporting and BI, support, upgrading, and more. Who This Book Is For This book is for technology leaders, project managers solution architects, and consultants who are planning to implement, are in the process of implementing, or are currently upgrading to Dynamics 365 for Operations. This book will help you effectively learn and implement Dynamics 365 for Operations. What You Will Learn Learn about Microsoft Dynamics 365, it's offerings, plans and details of Finance and Operations, Enterprise edition Understand the methodology and the tool, architecture, and deployment options Effectively plan and manage configurations and data migration, functional design, and technical design Understand integration frameworks, development concepts, best practices, and recommendations while developing new solutions Learn how to leverage intelligence and analytics through Power BI, machine learning, IOT, and Cortana intelligence Master testing, training, going live, upgrading, and how to get support during and after the implementation In Detail Microsoft Dynamics 365 for Finance and Operations, Enterprise edition, is a modern, cloud-first, mobile-first, ERP solution suitable for medium and large enterprise customers. This book will guide you through the entire life cycle of a implementation, helping you avoid common pitfalls while increasing your efficiency and effectiveness at every stage of the project. Starting with the foundations, the book introduces the Microsoft Dynamics 365 offerings, plans, and products. You will be taken through the various methodologies, architectures, and deployments so you can select, implement, and maintain Microsoft Dynamics 365 for Finance and Operations, Enterprise edition. You will delve in-depth into the various phases of implementation: project management, analysis, configuration, data migration, design, development, using Power BI, machine learning, Cortana analytics for intelligence, testing, training, and finally deployment, support cycles, and upgrading. This book focuses on providing you with information about the product and the various concepts and tools, along with real-life examples from the field and guidance that will empower you to execute and implement Dynamics 365 for Finance and Operations, Enterprise edition. Style and approach This book is a step-by-step guide focusing on implementing Dynamics 365 Operations solutions for your organization.

Microsoft Dynamics Crm 2011

Microsoft Dynamics Crm 2011 PDF Author: Mark AuCoin
Publisher: Packt Publishing Ltd
ISBN: 1849684413
Category : Computers
Languages : en
Pages : 353

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Book Description
Microsoft Dynamics CRM 2011: Dashboards Cookbook is packed with practical step-by-step recipes covering tasks which utilize all of the new dashboard features of Dynamics CRM 2011. If you are a developer who is excited about creating, customizing, and designing Dashboards in Dynamics CRM 2011, this book is for you. You should be comfortable with general Dynamics CRM functionality for this or a previous release. This book may also be valuable to End Users and Power Users interested in the new Dashboard features of this release.

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook PDF Author: Rami Mounla
Publisher: Packt Publishing Ltd
ISBN: 1786466740
Category : Computers
Languages : en
Pages : 459

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Book Description
More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems.

Microsoft Dynamics GP 2016 Cookbook

Microsoft Dynamics GP 2016 Cookbook PDF Author: Ian Grieve
Publisher: Packt Publishing Ltd
ISBN: 1786467518
Category : Computers
Languages : en
Pages : 377

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Book Description
Over 100 powerful and effective recipes to help you solve real-world Dynamics GP problems About This Book Switch to Dynamics GP 2016 to take advantage of improved cloud support, workflow enhancements, and a more intuitive user experience Understand the various tips and tricks to master Dynamics GP, and improve your system's stability in order to enable you to get work done faster Discover how to solve real-world problems in Microsoft Dynamics GP 2016 with easy-to-understand and practical recipes Who This Book Is For The book is for Dynamics GP users or Dynamics GP partners. It assumes that you have a basic understanding of business management systems and Microsoft Dynamics GP. What You Will Learn Explore the new enhancements in Dynamics GP 2016 Personalize Microsoft Dynamics GP to improve accessibility and efficiencies Maintain Dynamics GP and ensure proper operation of the system using optimum processes Efficiently organize Microsoft Dynamics GP to improve processes Leverage the power of SmartLists using proven tips and techniques and undocumented search functionalities Connect Microsoft Dynamics GP 2016 to Microsoft Office 2013 Enhance the usability of Microsoft Dynamics GP with hacks Expose the hidden features in Microsoft Dynamics GP to improve efficiency and get more from the system Deploy and use the Support Debugging tool to trace, locate, and resolve problems encountered by users Explore PowerBI and how it can be used with Dynamics GP 2016 In Detail The latest release of Dynamics GP 2016 offers a powerful, adaptable, and cloud enabled enterprise accounting software solution. The new version has experienced changes in serviced-based architecture, workflow, existing functionalities, and the introduction of plenty of new features. This book will help you get the most out of Dynamics GP quickly and effectively. This book picks up where implementation training leaves off. Whether you are new or experienced, you will find useful recipes to improve the way you use and work with Dynamics GP. The book starts with recipes designed to enhance the usefulness of Microsoft Dynamics GP by personalizing the look and feel of the application. Most of the recipes are designed to give you tips for a typical installation of Dynamics GP, including core financials and distribution modules. The book then moves through recipes that include automating Dynamics GP to allow users or administrators to focus on value adding tasks, connecting Dynamics GP to Microsoft Office, exposing hidden features in Dynamics GP, PowerBI, and much more! Style and approach This book follows a recipe-based approach with a problem-solution mind-set. Each recipe is independent of the others; real-world tested, and designed to be used immediately.

Inside Microsoft Dynamics AX 2012 R3

Inside Microsoft Dynamics AX 2012 R3 PDF Author: The Microsoft Dynamics AX Team
Publisher: Pearson Education
ISBN: 073568510X
Category : Business & Economics
Languages : en
Pages : 841

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Book Description
Explores the architecture, components, and tools of Microsoft Dynamics AX 2012 R3, including forms, security, SharePoint integration, workflow infrastructure, reporting, automating tasks and document distribution, and application domain frameworks.

Empowering Organizations with Power Virtual Agents

Empowering Organizations with Power Virtual Agents PDF Author: Nicolae Tarla
Publisher: Packt Publishing Ltd
ISBN: 1801072221
Category : Computers
Languages : en
Pages : 247

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Book Description
Unleash the capabilities of Power Virtual Agents to provide actionable insights to your customers and employees using automated chatbot solutions Key FeaturesProvide instant customer support on your webpages using Power Virtual AgentsDiscover tips and techniques for the governance, administration, and deployment of chatbotsBuild conversational solutions for your web apps, public portals, and Teams environmentBook Description Power Virtual Agents is a set of technologies released under the Power Platform umbrella by Microsoft. It allows non-developers to create solutions to automate customer interactions and provide services using a conversational interface, thus relieving the pressure on front-line staff providing this kind of support. Empowering Organizations with Power Virtual Agents is a guide to building chatbots that can be deployed to handle front desk services without having to write code. The book takes a scenario-based approach to implementing bot services and automation to serve employees in the organization and external customers. You will uncover the features available in Power Virtual Agents for creating bots that can be integrated into an organization's public site as well as specific web pages. Next, you will understand how to build bots and integrate them within the Teams environment for internal users. As you progress, you will explore complete examples for implementing automated agents (bots) that can be deployed on sites for interacting with external customers. By the end of this Power Virtual Agents chatbot book, you will have implemented several scenarios to serve external client requests for information, created scenarios to help internal users retrieve relevant information, and processed these in an automated conversational manner. What you will learnGet to grips with Power Virtual Agents and understand the license requirement for using itDeploy bots on public websites or web pagesCreate conversational solutions for your organization using Microsoft TeamsExplore best practices for governance that are essential for implementing Power Virtual AgentsExplore different business scenarios for implementing Power Virtual AgentsUnderstand the integration between Power Virtual Agents and Microsoft Power PlatformWho this book is for This book is for organization representatives looking to automate processes, relieve the first-contact workload of their front-line agents, and provide actionable results to employees and customers. Business professionals, citizen developers, and functional consultants will also find this book helpful. Familiarity with the Modern Workplace and the Dynamics 365 family of products will be useful. Beginner-level knowledge of Power Platform and its main modules will assist with understanding the concepts covered in the book more effectively.

Maximizing Your SAP CRM Interaction Center

Maximizing Your SAP CRM Interaction Center PDF Author: John Burton
Publisher: SAP PRESS
ISBN: 9781592291977
Category : Customer relations
Languages : en
Pages : 463

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Book Description
This is a must-have resource for anyone interested in learning how to optimize and maximize the SAP CRM Interaction Center. You'll discover what the SAP CRM Interaction Center is, and learn how to maximize it through customization and enhancement. Each chapter describes specific functions, explains why they are useful, and then demonstrates how to use and customize them. Topics covered include Computer Telephony Integration and Multi-Channel Integration, the different types of Interaction Centers, IC Marketing, IC Service, Shared Services Center, Telesales, and much more. You'll also learn about customer success stories and SAP's current and future plans. This book is up to date for CRM 2007, but also provides useful information for all versions of the IC, including tips and suggestions on why it is beneficial to upgrade. Whether you're a newcomer to SAP CRM and need an introduction to the Interaction Center, or you're a current SAP CRM IC user who wants to know what's new and find out how to customize your options, this book will give you the answers you need.