Microsoft Dynamics 365 For Dummies

Informationen zum Autor 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 . Klappentext Accelerate your digital transformation and break down silos with Microsoft Dynamics 365It'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 operationsAre you running a dynamic business? This book shows you how! Zusammenfassung Accelerate your digital transformation and break down silos with Microsoft Dynamics 365It'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 operationsAre you running a dynamic business? This book shows you how! Inhaltsverzeichnis Introduction 1 Part 1: Doing Great Things with Microsoft Dynamics 365 5 Chapter 1: Floating on a Secure Cloud 7 Chapter 2: Extending Your Reach with Office 365 25 Chapter 3: Powering Up Your Business Intelligence 49 Chapter 4: Extending Dynamics 365 with PowerApps 67 Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365 83 Part 2: Customer Engagement (formerly Dynamics CRM Online) 97 Chapter 6: Turning Relationships into Revenue with Sales 99 Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service 117 Chapter 8: Profiting from Project Service Automation 137 Chapter 9: Creating and Nurturing Leads with Marketing 153 Chapter 10: Going Mobile with Field Service 167 Part 3: Business Central ERP (formerly Dynamics NAV) 183 Chapter 11: Accounting for Your Business with Business Central 185 Chapter 12: Setting Up Business Central for Optimal Results 211 Part 4: Finance and Operations ERP (formerly Dynamics AX) 237 Chapter 13: Going Beyond Crunching Numbers with Financial Management 239 Chapter 14: Becoming a Smooth Operator with Operations 259 Chapter 15: Looking Under the Hood (Understanding the D365O Technology) 283 Part 5: The Part of Tens 309 Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365 311 Chapter 17: Ten Dynamic 365 Myths to Dispel 327 Index 341 ...

Auteur

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.

Texte du rabat

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!

Contenu

Introduction 1

Part 1: Doing Great Things with Microsoft Dynamics 365 5

Chapter 1: Floating on a Secure Cloud 7

Chapter 2: Extending Your Reach with Office 365 25

Chapter 3: Powering Up Your Business Intelligence 49

Chapter 4: Extending Dynamics 365 with PowerApps 67

Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365 83

Part 2: Customer Engagement (formerly Dynamics CRM Online) 97

Chapter 6: Turning Relationships into Revenue with Sales 99

Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service 117

Chapter 8: Profiting from Project Service Automation 137

Chapter 9: Creating and Nurturing Leads with Marketing 153

Chapter 10: Going Mobile with Field Service 167

Part 3: Business Central ERP (formerly Dynamics NAV) 183

Chapter 11: Accounting for Your Business with Business Central 185

Chapter 12: Setting Up Business Central for Optimal Results 211

Part 4: Finance and Operations ERP (formerly Dynamics AX) 237

Chapter 13: Going Beyond Crunching Numbers with Financial Management 239

Chapter 14: Becoming a Smooth Operator with Operations 259

Chapter 15: Looking Under the Hood (Understanding the D365O Technology) 283

Part 5: The Part of Tens 309

Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365 311

Chapter 17: Ten Dynamic 365 Myths to Dispel 327

Index 341