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

As Microsoft's Dynamics 365 gains ground and businesses adopt this tool, the demand for internal resources who need to understand how to support and maintain it increases. Administering, Configuring, and Maintaining Microsoft Dynamics 365 in the Cloud addresses the needs of those who support Dynamics, discussing numerous real-world scenarios that businesses must deal with when implementing Dynamics 365. Scenarios are presented with simple, fully functional walkthroughs so that non-developers can follow the instructions and learn how to address any issues that need to be resolved.

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