Administering, Configuring, and Maintaining Microsoft Dynamics 365 in the Cloud

Mark Beckner is a technical consultant specializing in business strategy and enterprise application integration. In addition to running his own firm, Inotek Consulting Group, LLC, he advises developers on how to launch their own independent practices. Beckner has been in the industry for over 16 years, and formed Inotek Consulting Group in 2007. Under his leadership, the firm delivers innovative solutions to large corporations and small businesses, and their projects range in nature from mobile application development to complete integration solutions. He has authored numerous technical books including Upgrading and Migrating to BizTalk Server 2016, BizTalk 2013 EDI for Health Care, and Microsoft Dynamics CRM API Development, and has spoken at a number of venues, including Microsoft TechEd.

• Chapter 1: Set Up and Configuration  1 Setting Up Dynamics 365 Online  1 Basic Navigation of D365  7 Advanced Find  10 System Settings and Auditing  14 Auto-Numbering  22 Summary  22 Chapter 2: Security  23 Business Units  23 Security Roles  25 Users  30 Teams  34 Field Level Security  36 Summary  40 Chapter 3: Customizations  41 Adding Fields  41 Publishing Your Changes  47 Option Sets  49 Lookups  50 Relationships  54 Creating New Entities  57 Modifying the Navigation (Site Map Revisions)  62 IFrames  65 JavaScript  67 Creating a Personal View  77 Customizing a View  80 Creating an Editable View  84 Summary  90 Chapter 4: Reporting  91 Using the Report Wizard  92 Using Business Intelligence Development Studio (BIDS)  100 Creating a Report Project  102 System Report Settings  112 Summary  113 Chapter 5: Importing Data  115 Using the CRM Import Wizard  115 Reviewing Data Import Status  121 Deleting Imported Data  123 Using Data Import Maps  126 Using Scribe to Import Data  128 Data Integration  134 Summary  135 Chapter 6: Business Process Flows and Business Rules  137 Business Process Flows  137 Business Rules  148 Summary  153 Chapter 7: Workflows and Other Processes  155 Accessing Workflows  155 Creating a Basic Workflow  157 Monitoring Workflow Status  164 On-Demand Workflows  165 Adding Logic to a Workflow  167 Creating Custom Workflow Activities  170 Dialogs  175 Actions  180 Summary  182 Chapter 8: Solutions  183 Creating a Solution  183 Exporting a Solution  188 Importing a Solution  192 Solutions and Versioning  195 Summary  196 Chapter 9: Templates  197 Creating a Global Email Template  197 Creating an Entity-Specific Email Template  200 Using an Email Template  202 Summary  206 Setting Your Landing Page  207 Customizing an Existing Dashboard  208 Creating a New Chart  213 Creating a New Dashboard  215 Summary  220 Chapter 11: Plugins and Workflow Activities  221 Developing a Plugin  221 Developing a Workflow Activity  229 Deploying Plugins and Workflow Activities  236 Administering Assemblies  241 Summary  242 Chapter 12: Ribbons  243 Using the Ribbon Workbench  244 Summary  250 Index  251