Mastering Microsoft Dynamics CRM 2016

Mastering Microsoft Dynamics CRM 2016
Title Mastering Microsoft Dynamics CRM 2016 PDF eBook
Author Deepesh Somani
Publisher Packt Publishing Ltd
Pages 391
Release 2017-11-28
Genre Computers
ISBN 1786461609

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This comprehensive guide covers all the essential features of Dynamics CRM so you can build effective applications About This Book Harness the full power of Dynamics CRM 2016 through real-world scenarios Create efficient client-side applications and customized plugins that work seamlessly across mobile and the Web Get to know the best practices from field experience to utilize Dynamics CRM 2016 efficiently Get an in-depth understanding of mobility and tablet options for Dynamics CRM 2016 Who This Book Is For This book is for those with Dynamics CRM knowledge who want to utilize the latest features available with Dynamics CRM 2016 and Update 1. Extensive Dynamics CRM development experience would be beneficial. What You Will Learn Learn to manage the sales, service, and marketing divisions of any organization using entities and other Dynamics CRM 2016 customizations Learn about the XRM framework of Dynamics CRM 2016 and leverage its features Provide an enhanced mobile and tablet experience using the latest features of Dynamics CRM Get an enhanced Dynamics CRM analytics experience with Word and Excel templates Develop client-side applications using JavaScript and Web API How to develop plugins and workflows using Dynamics CRM 2016 Solution framework improvements, new field types, and Relevant Search in Dynamics CRM 2016 In Detail Microsoft Dynamics CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with some exciting extra features guaranteed to make your life easier with Dynamics CRM. This book provides a comprehensive coverage of Dynamics CRM 2016 and helps you make your tasks much simpler while elevating you to the level of an expert. The book starts with a brief overview of the functional features and then introduces the latest features of Dynamics CRM 2016. You will learn to create Word and Excel templates, using CRM data that will enable you to provide customized data analysis for your organization. You will understand how to utilize Dynamics CRM as an XRM Framework, gain a deep understanding about client-side scripting in Dynamics CRM, and learn creating client-side applications using JavaScript and Web API. We then introduce visual control frameworks for Dynamics CRM 2016 mobile and tablet applications. Business Process Flows, Business Rules, and their enhancements are introduced. By the end of this book, you will have mastered utilizing Dynamics CRM 2016 features through real-world scenarios. Style and approach This book takes a practical, step-by-step approach, providing real-world case studies that enable readers to leverage the latest and most advanced features of Dynamics CRM.

Mastering Microsoft Dynamics NAV 2016

Mastering Microsoft Dynamics NAV 2016
Title Mastering Microsoft Dynamics NAV 2016 PDF eBook
Author Rabindra Sah
Publisher Packt Publishing Ltd
Pages 441
Release 2017-03-22
Genre Computers
ISBN 1786463911

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The compilation of best skillset to harness Microsoft Dynamics NAV for Administrators, Consultants, and Developers About This Book Take your skills to the next level with Dynamics NAV by implementing all the latest and advanced features Get a comprehensive coverage of how the NAV system can be implemented and maintained to get the most out of it Get powerful insights into how to integrate Dynamics NAV with third-party tolls and extend its functionality Who This Book Is For This book is ideal for administrators, developers, and consultants who are looking to take their knowledge of Dynamics NAV to new heights. You're expected to have a basic knowledge of Dynamics NAV workflows and C/AL, C/SIDE development. What You Will Learn Installing the NAV system in different environments Implementing the system with the correct setup Maintaining the system to get the best possible performance Tuning up the Dynamics NAV to get better outcomes The Version Control strategy for Dynamics NAV developers Integrating other software and features to remove limitations Understanding your own system better Being able to solve customers' problems with “out-of-the-box” features Reducing customization and additional development time In Detail The book begins by giving you a brief introduction to setting up your NAV environment and shows you how to install and configure it according to your requirements. You will then dive deep into the latest design patterns, network architecture, and topologies. We will show you how you can integrate NAV with the Microsoft platform, and secure your deployment by managing roles and permissions. Moving on, we will explain how to monitor and manage server instances using the Administration tool. We'll discuss how you can take advantage of the expanded extensibility and connectivity capabilities for a tighter integration with the cloud as well as handheld devices. Then, we'll show you how you can make use of the PowerBI capabilities that have been built into Dynamics NAV. By the end of the book, you will be confident in developing and administering a Dynamics NAV implementation that will leverage all of the new features. Style and approach This book takes a straightforward tutorial approach, providing you with step-by-step explanations and simple example-oriented walkthroughs. It is filled with use cases and situations that show you the different pitfalls you might encounter and how to get past them.

Dynamics 365 Application Development

Dynamics 365 Application Development
Title Dynamics 365 Application Development PDF eBook
Author Deepesh Somani
Publisher Packt Publishing Ltd
Pages 414
Release 2018-01-30
Genre Computers
ISBN 1788399145

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Learn, develop, and design applications using the new features in Microsoft Dynamics CRM Key Features Implement business logic using processes, plugins, and client-side scripts with MS Dynamics 365 Develop custom CRM solutions to improve your business applications A comprehensive guide that covers the new features of Microsoft Dynamics 365 and increasingly advanced topics. Book Description Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. Thelatest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book will introduce you to the components of the new designer tools, such as SiteMap, App Module, and Visual Designer for Business Processes. Going deeper, this book teaches you how to develop custom SaaS applications leveraging the features of PowerApps available in Dynamics 365.Further, you will learn how to automate business processes using Microsoft Flow, and then we explore Web API, the most important platform update in Dynamics 365 CRM. Here, you'll also learn how to implement Web API in custom applications. You will learn how to write an Azure-aware plugin to design and integrate cloud-aware solutions. The book concludes with configuring services using newly released features such as Editable grids, Data Export Service, LinkedIn Integration, Relationship Insights, and Live Assist. What you will learn Develop apps using the platform-agnostic Web API Leverage Azure Extensions to design cloud-aware applications Learn how to implement CRUD operation Create integrated real-world apps using Microsoft PowerApps and Flow by combining services such as Twitter, Facebook, and SharePoint Configure and use Artificial Intelligence Azure Cognitive Services for Recommendation and Text Analytic services Who this book is for This book targets skilled developers who are looking to build business-solution software and are new to application development in Microsoft Dynamics 365, especially for CRM.

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement
Title Mastering Microsoft Dynamics 365 Customer Engagement PDF eBook
Author Deepesh Somani
Publisher Packt Publishing Ltd
Pages 555
Release 2019-02-28
Genre Computers
ISBN 1788993837

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A comprehensive guide packed with the latest features of Dynamics 365 for customer relationship management Key FeaturesCreate efficient client-side apps and customized plugins that work seamlesslyLearn best practices from field experience to use Dynamics 365 efficientlyUnleash the power of Dynamics 365 to maximize your organization’s profitsBook Description Microsoft Dynamics 365 is an all-in-one business management solution that's easy to use and adapt. It helps you connect your finances, sales, service, and operations to streamline business processes, improve customer interactions, and enable growth. This book gives you all the information you need to become an expert in MS Dynamics 365. This book starts with a brief overview of the functional features of Dynamics 365. You will learn how to create Word and Excel templates using CRM data to enable customized data analysis for your organization. This book helps you understand how to use Dynamics 365 as an XRM Framework, gain a deep understanding of client-side scripting in Dynamics 365, and create client-side applications using JavaScript and the Web API. In addition to this, you will discover how to customize Dynamics 365, and quickly move on to grasp the app structure, which helps you customize Dynamics 365 better. You will also learn how Dynamics 365 can be seamlessly embedded into various productivity tools to customize them for machine learning and contextual guidance. By the end of this book, you will have mastered utilizing Dynamics 365 features through real-world scenarios. What you will learnManage various divisions of your organization using Dynamics 365 customizationsExplore the XRM Framework and leverage its featuresProvide an enhanced mobile and tablet experienceDevelop client-side applications using JavaScript and the Web APIUnderstand how to develop plugins and workflows using Dynamics 365Explore solution framework improvements and new field typesWho this book is for Mastering Microsoft Dynamics 365 Customer Engagement is for you if you have knowledge of Dynamics CRM and want to utilize the latest features of Dynamics 365. This book is also for you if you’re a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics CRM development experience will be beneficial to understand the concepts covered in this book.

Mastering Identity and Access Management with Microsoft Azure

Mastering Identity and Access Management with Microsoft Azure
Title Mastering Identity and Access Management with Microsoft Azure PDF eBook
Author Jochen Nickel
Publisher Packt Publishing Ltd
Pages 682
Release 2016-09-30
Genre Computers
ISBN 1785887882

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Start empowering users and protecting corporate data, while managing Identities and Access with Microsoft Azure in different environments About This Book Deep dive into the Microsoft Identity and Access Management as a Service (IDaaS) solution Design, implement and manage simple and complex hybrid identity and access management environments Learn to apply solution architectures directly to your business needs and understand how to identify and manage business drivers during transitions Who This Book Is For This book is for business decision makers, IT consultants, and system and security engineers who wish to plan, design, and implement Identity and Access Management solutions with Microsoft Azure. What You Will Learn Apply technical descriptions and solution architectures directly to your business needs and deployments Identify and manage business drivers and architecture changes to transition between different scenarios Understand and configure all relevant Identity and Access Management key features and concepts Implement simple and complex directory integration, authentication, and authorization scenarios Get to know about modern identity management, authentication, and authorization protocols and standards Implement and configure a modern information protection solution Integrate and configure future improvements in authentication and authorization functionality of Windows 10 and Windows Server 2016 In Detail Microsoft Azure and its Identity and Access Management is at the heart of Microsoft's Software as a Service, including Office 365, Dynamics CRM, and Enterprise Mobility Management. It is an essential tool to master in order to effectively work with the Microsoft Cloud. Through practical, project based learning this book will impart that mastery. Beginning with the basics of features and licenses, this book quickly moves on to the user and group lifecycle required to design roles and administrative units for role-based access control (RBAC). Learn to design Azure AD to be an identity provider and provide flexible and secure access to SaaS applications. Get to grips with how to configure and manage users, groups, roles, and administrative units to provide a user- and group-based application and self-service access including the audit functionality. Next find out how to take advantage of managing common identities with the Microsoft Identity Manager 2016 and build cloud identities with the Azure AD Connect utility. Construct blueprints with different authentication scenarios including multi-factor authentication. Discover how to configure and manage the identity synchronization and federation environment along with multi -factor authentication, conditional access, and information protection scenarios to apply the required security functionality. Finally, get recommendations for planning and implementing a future-oriented and sustainable identity and access management strategy. Style and approach A practical, project-based learning experience explained through hands-on examples.

Microsoft Dynamics 365 Extensions Cookbook

Microsoft Dynamics 365 Extensions Cookbook
Title Microsoft Dynamics 365 Extensions Cookbook PDF eBook
Author Rami Mounla
Publisher Packt Publishing Ltd
Pages 459
Release 2017-06-07
Genre Computers
ISBN 1786466740

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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.

Mastering Microsoft Power BI

Mastering Microsoft Power BI
Title Mastering Microsoft Power BI PDF eBook
Author Brett Powell
Publisher Packt Publishing Ltd
Pages 632
Release 2018-03-29
Genre Computers
ISBN 1788292286

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Design, create and manage robust Power BI solutions to gain meaningful business insights Key Features Master all the dashboarding and reporting features of Microsoft Power BI Combine data from multiple sources, create stunning visualizations and publish your reports across multiple platforms A comprehensive guide with real-world use cases and examples demonstrating how you can get the best out of Microsoft Power BI Book DescriptionThis book is intended for business intelligence professionals responsible for the design and development of Power BI content as well as managers, architects and administrators who oversee Power BI projects and deployments. The chapters flow from the planning of a Power BI project through the development and distribution of content to the administration of Power BI for an organization. BI developers will learn how to create sustainable and impactful Power BI datasets, reports, and dashboards. This includes connecting to data sources, shaping and enhancing source data, and developing an analytical data model. Additionally, top report and dashboard design practices are described using features such as Bookmarks and the Power KPI visual. BI managers will learn how Power BI’s tools work together such as with the On-premises data gateway and how content can be staged and securely distributed via Apps. Additionally, both the Power BI Report Server and Power BI Premium are reviewed. By the end of this book, you will be confident in creating effective charts, tables, reports or dashboards for any kind of data using the tools and techniques in Microsoft Power BI.What you will learn Build efficient data retrieval and transformation processes with the Power Query M Language Design scalable, user-friendly DirectQuery and Import Data Models Develop visually rich, immersive, and interactive reports and dashboards Maintain version control and stage deployments across development, test, and production environments Manage and monitor the Power BI Service and the On-premises data gateway Develop a fully on-premise solution with the Power BI Report Server Scale up a Power BI solution via Power BI Premium capacity and migration to Azure Analysis Services or SQL Server Analysis Services Who this book is for Business Intelligence professionals and existing Power BI users looking to master Power BI for all their data visualization and dashboarding needs will find this book to be useful. While understanding of the basic BI concepts is required, some exposure to Microsoft Power BI will be helpful.