Dynamics 365 Essentials: Getting Started with Dynamics 365 Apps in the Common Data Service

Chapter Goal: Discuss what Dynamics 365 CE is, the latest news e.g. version 9.0 and the unified client (mention web refresh) , what the sections will cover. This book will be split into two - 'Setup' and 'Configuration' - the fact that you should be looking at best ways to do it and less technical debt.

Part I - SETUP

Chapter Goal: For the reader to learn about how customers are used within Dynamics 365 CE, what they link to and how they operate in the context of Activities and Microsoft Outlook

No of pages 20

Sub -Topics

1.      Account and Contacts

2.      Timeline and Activity Management

Chapter Goal: For the reader to learn how to deliver a more omni channel customer service experience using the standard features of Dynamics 365 CE

No of pages: 40

Sub - Topics

1.      Case Management (including Categories)

2.      Routing and Queues

3.      Knowledge Base Implementation and Feedback

4.      Microsoft Portals Configuration for Self-Service

5.      SLAs and Entitlements

6.      Social Engagement

7.      Setting up Cognitive Services for Knowledge Article Suggestions

Chapter Goal: For the reader to learn what the standard sales lifecycle is, common customization points and how-to setup the standard Product Catalog

No of pages : 25

Sub - Topics:           

1.      Product Catalog Setup and Management

2.      Leads to Invoice Sales Lifecycle with Product Catalog Integration

3.      Creating Microsoft Word Templates for Quotes, Orders and Invoices

Chapter Goal: For readers to understand how the Dynamics 365 CE Security Model works and operates

No of pages:10

Sub - Topics:

1.      1.Security Model Overview

3.      Access Teams

4.      Hierarchal and Positional Security

Chapter Goal: For readers to understand the basics of Field Service and Resourcing Capability which comes as standard

No of pages: 15

Chapter Goal: For readers to learn how to setup Dynamics 365 CE for Mobile

No of pages: 20

1.      Setup

4.      Offline

Chapter Goal: For readers to understand the capabilities of Dynamics 365 CE Reporting

No of pages: 20

5.       Views

6.       Dashboards

7.       Reports in Dynamics 365 Online

8.      Charts

 Part II - CONFIGURATION

Chapter Goal: For readers to understand the capabilities for configuring Dynamics 365 CE through custom processes

No of pages: 30

1.      Business Process Flows

2.      Business Rules

4.      Actions

Chapter Goal: For readers to learn how to customize the user interface of Dynamics 365 and the relationships

No of pages: 15

1.      Forms

2.      Relationships

3.      Custom Controls

Chapter Goal: For readers to understand what the App Framework is and how to create 'Apps' within Dynamics 365

No of pages: 15

2.      App Designer

3.      Site Map Designer

4.      Configuration

Chapter 11: Power Automation

Chapter Goal: For readers to understand Microsoft Flow's basic capabilities

No of pages: 20

This is changing and will need to be updated

Chapter 12: Managed Vs Unmanaged Solutions

Chapter Goal: Discussion on solutions design and layering

Chapter Goal: For readers to understand what the Common Data Service is and how to get started with integrations through the UI.

No of pages: 20

Chapter 14: Getting started with CDS Portals

Chapter Goal: To connect a portal to a CDS for Apps environment that does not have any Dynamics 365 applications (Sales, Service, or Marketing) preinstalled

Chapter 15: Dynamics 365 for Marketing