Somani - Mastering Microsoft Dynamics 365 customer engagement: an advanced guide to developing and customizing CRM solutions to improve your business applications

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First published: November 2017
Second edition: February 2019

Production reference: 1280219

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ISBN 978-1-78899-022-6

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Deepesh Somani is a Microsoft Dynamics CRM architect/practice lead at Dynamisity and a corporate trainer. He has been a Microsoft MVP awardee since 2015 and was recognized as one of the top 50 CRM bloggers in 2019 by Feedspot. He has developed 14 free tools with 7,000 downloads and a Learning Dynamics CRM app with 1,500 downloads and 4.4 rating on the Play Store. He is experienced in working in different domains with teams from many countries and multinational companies and has authored two other Packt books.

Simaranjit Singh Bhalla has been working with Dynamics since 2011. He is currently working as a technical architect-manager for KPMG. He also has experience of working in EMEA. Before coming to Australia, he was working in Dublin, Ireland, with Storm technologies. He has also worked with Accenture Avanade as a team lead and at Microsoft Global Services as a consultant in Hyderabad, India. He has extensive experience in development with the Microsoft technology stack. He has done multiple successful engagements in .NET, Azure, SSIS, SSRS, HTML, JavaScript and CRM. He has been working with Dynamics since CRM 4.0 and is currently working with Dynamics 365.

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Microsoft has introduced a new product named Dynamics 365, based on Dynamics 365. It consists of seven components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Through this book, you will learn how to create efficient applications and customized plugins with the help of best practices from field experience. This books takes a practical, step-by-step approach, providing real-world case studies that enable you to leverage the latest and most advanced features of Dynamics 365.

If you have knowledge of Dynamics 365 and want to utilize the latest features of Dynamics 365, this book is for you. It will also be of help if you're a skilled developer looking to move to the Microsoft stack to build business solution software. Extensive Dynamics 365 development experience will be beneficial to understand the concepts covered in this book.

, Working with Sales, focuses on understanding Dynamics 365 sales life cycle using scenarios from the previous edition, with addition of new screenshots and more explanation for each steps. This will also make you familiar with sales entities and explain how to work with these entities.