Microsoft Dynamics 365 For Dummies (häftad)
Format
Häftad (Paperback / softback)
Språk
Engelska
Antal sidor
384
Utgivningsdatum
2018-10-05
Förlag
John Wiley & Sons Inc
Dimensioner
228 x 177 x 25 mm
Vikt
521 g
Antal komponenter
1
ISBN
9781119508861
Microsoft Dynamics 365 For Dummies (häftad)

Microsoft Dynamics 365 For Dummies

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Häftad Engelska, 2018-10-05
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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!
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Övrig information

Renato Bellu is an ERP and CRM solutions architect and hands-on computer programmer. He has architected and managed some of the most complex ERP and CRM implementations ever successfully completed with Microsoft Dynamics, and has created several successful video courses for Lynda.com and LinkedIn Learning. Ren is also the author of Microsoft Dynamics GP for Dummies.

Innehållsförteckning

Introduction 1 Who Should Buy This Book 1 About This Book 2 Part 1: Doing Great Things with Microsoft Dynamics 365 2 Part 2: Customer Engagement (formerly Dynamics CRM Online) 2 Part 3: Business Central ERP (formerly Dynamics NAV) 2 Part 4: Finance and Operations ERP (formerly Dynamics AX) 3 Part 5: The Part of Tens 3 Foolish Assumptions 3 Icons Used in This Book 3 Beyond the Book 4 Part 1: Doing Great Things with Microsoft Dynamics 365 5 Chapter 1: Floating on a Secure Cloud 7 Getting Under the Dynamics 365 Umbrella 9 Gaining a little historical perspective 10 Reading the roadmap for Microsoft ERP and CRM 12 Asking what's in the Dynamics 365 "sausage" 13 Standardizing the tools and terminology 15 Transitioning to the Cloud 16 Understanding the difference between hosted client/server and true SaaS 17 Migrating from Dynamics GP or SL to Dynamics 365 19 Migrating from Dynamics CRM or CRM Online to Dynamics 365 21 Migrating from Dynamics AX to Dynamics 365 Enterprise edition 22 Migrating from Dynamics NAV to Dynamics 365 Business edition 23 Chapter 2: Extending Your Reach with Office 365 25 Working with the Admin Center 25 Managing users 26 Purchasing and managing subscriptions 28 Setting the password expiration 31 Integrating Dynamics 365 with Outlook Email 32 Adding the Excel Add-In for Finance and Operations 37 Organizing Documents with SharePoint and OneDrive 40 Messaging with Skype for Business 45 Chapter 3: Powering Up Your Business Intelligence 49 A Little Pre-History 50 Exploring Data through Power BI 51 Installing Power BI Desktop 54 Connecting to Dynamics 365 with Power BI Desktop 55 Connecting to a file 56 Connecting to a SQL View 56 Connecting to Dynamics 365 57 Connecting Power BI to Business Central 57 Connecting Power BI to Finance and Operations 59 Harnessing the Power of Apps and Content Packs 63 Embedding Dashboards in Dynamics 365 65 Chapter 4: Extending Dynamics 365 with PowerApps 67 Providing Power to Your People with PowerApps 68 Finding out whether PowerApps is right for you 70 Making external PowerApps connections 72 Adding an Option set 74 Adding a data connection 76 Making your app your own with App Settings 78 Connecting PowerApps to Dynamics 365 79 Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365 83 Setting Up Basic Workflows Using Microsoft Flow 84 Grasping the Relationship Between Document Management and Workflow 87 Seeing How Microsoft Does ECM 88 Understanding Workflow in the ERP and CRM Realms 89 Considering your workflow options in Dynamics 365 90 Comprehending the Microsoft Flow advantage 94 Part 2: Customer Engagement (Formerly Dynamics Crm Online) 97 Chapter 6: Turning Relationships into Revenue with Sales 99 Understanding CRM-Related Terms 99 Navigating the Navigation Bar 103 Working with Leads, Accounts, and Contacts 105 Leading the way with leads 107 Working with accounts 110 Connecting with contacts 111 Tracking Opportunities 114 Creating Quotes, Orders and Invoices 116 Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service 117 Knowing Your Way Around Dynamics 365 for Customer Service 118 Users 119 Accounts 120 Contacts 120 Cases 120 Posts and notes 121 Activities 121 Tasks 121 Queues 123 Views 123 Working with Cases 125 Finding a case 125 Adding a new case 127 Annotating an existing case 129 Taking action on an existing case 130 Adding knowledge articles (KB records) 132 Relating a case to other information 133 Gaining Control with Dynamics 365 for Customer Service Dashboards 135 Chapter 8: Profiting from Project Service Automation 137 Categorizing Project Software 139 Avoiding complicated project accounting 141 Rules of thumb for selecting project software in Dynamics 365 143 Knowing Your Way around Dynamics 365 for Project Service Automation 144 Conne