CHF28.00
Download est disponible immédiatement
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!
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
Integrate Dynamics 365 with Office 365® and LinkedIn®
Demystify Dynamics to transform your business! At first glance, Dynamics 365 can be a bewildering bundle of repackaged software products that you may have known under different names. That's why this book is so useful! It first explains what's there and what Dynamics can and can't do. Then you'll learn to use Dynamics to empower employees, engage customers, and enhance financial management. Migrate information and users safely to the cloud, incorporate Office 365 and Power BI, customize with PowerApps, and manage both financials and customer relationships in a dynamic new way.
Contenu
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</p>...