Efnisyfirlit

• Cover
• Introduction
  • Who Should Buy This Book
  • About This Book
  • Foolish Assumptions
  • Icons Used in This Book
  • Beyond the Book
• Part 1: Doing Great Things with Microsoft Dynamics 365
  • Chapter 1: Floating on a Secure Cloud
    • Getting Under the Dynamics 365 Umbrella
    • Transitioning to the Cloud
  • Chapter 2: Extending Your Reach with Office 365
    • Working with the Admin Center
    • Integrating Dynamics 365 with Outlook Email
    • Adding the Excel Add-In for Finance and Operations
    • Organizing Documents with SharePoint and OneDrive
    • Messaging with Skype for Business
  • Chapter 3: Powering Up Your Business Intelligence
    • A Little Pre-History
    • Exploring Data through Power BI
    • Installing Power BI Desktop
    • Connecting to Dynamics 365 with Power BI Desktop
    • Harnessing the Power of Apps and Content Packs
    • Embedding Dashboards in Dynamics 365
  • Chapter 4: Extending Dynamics 365 with PowerApps
    • Providing Power to Your People with PowerApps
    • Connecting PowerApps to Dynamics 365
  • Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365
    • Setting Up Basic Workflows Using Microsoft Flow
    • Grasping the Relationship Between Document Management and Workflow
    • Seeing How Microsoft Does ECM
    • Understanding Workflow in the ERP and CRM Realms
• Part 2: Customer Engagement (formerly Dynamics CRM Online)
  • Chapter 6: Turning Relationships into Revenue with Sales
    • Understanding CRM-Related Terms
    • Navigating the Navigation Bar
    • Working with Leads, Accounts, and Contacts
    • Tracking Opportunities
    • Creating Quotes, Orders and Invoices
  • Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service
    • Knowing Your Way Around Dynamics 365 for Customer Service
    • Working with Cases
    • Gaining Control with Dynamics 365 for Customer Service Dashboards
  • Chapter 8: Profiting from Project Service Automation
    • Categorizing Project Software
    • Knowing Your Way around Dynamics 365 for Project Service Automation
  • Chapter 9: Creating and Nurturing Leads with Marketing
    • Connecting Marketing to Sales
    • Escaping the Doldrums of Drab Emails and Boring Web Pages
    • Listening to the Voice of the Customer
    • Dashing Off to Marketing Dashboards
    • Configuring Advanced Settings in Dynamics 365 for Marketing
  • Chapter 10: Going Mobile with Field Ser vice
    • Assessing Microsoft’s FSM Competitors
    • Taking the Back-office ERP into Consideration
    • Getting Acquainted with the Key Components of Dynamics 365 for Field Service
    • Living the Dream of Efficient Field Service: The Work Order Lifecycle
    • Configuring Administrative Settings for Dynamics 365 for Field Service
    • Working with Work Orders
    • Adding a Customer Asset
    • Transferring Inventory
• Part 3: Business Central ERP (formerly Dynamics NAV)
  • Chapter 11: Accounting for Your Business with Business Central
    • Getting to Know the Interface
    • Making Your Way Around the Home Screen
    • Setting Up the Books
    • Entering Sales Quotes
    • Creating Sales Orders and Invoices
    • Creating Sales Credit Memos
    • Maintaining Customers
    • Maintaining Vendors
  • Chapter 12: Setting Up Business Central for Optimal Results
    • Migrating from Dynamics NAV to Business Central
    • Navigating in Business Central
    • Setting Up Business Central
• Part 4: Finance and Operations ERP (formerly Dynamics AX)
  • Chapter 13: Going Beyond Crunching Numbers with Financial Management
    • Getting a Bird’s-Eye View of D365O Capabilities
    • Raising the Flag on Microsoft’s Flagship ERP
    • Learning How to Get Around in D365O
    • Harnessing the Power of Financial Dimensions
  • Chapter 14: Becoming a Smooth Operator with Operations
    • Changing Companies
    • Navigating by Module
    • Taking Advantage of Keyboard Shortcuts
    • Taking a Deeper Dive into D365O Capabilities by Module
    • Mastering Master Data in D365O
    • Using the More Options button
    • Working with List Pages
    • Exporting List Pages to Excel Spreadsheets
  • Chapter 15: Looking Under the Hood (Understanding the D365O Technology)
    • Upgrading from Dynamics AX to Dynamics 365 for Finance and Operations
    • Personalizing the User Interface
    • Configuring the Global Address Book
    • Transforming Your HR Department with Talent
    • Filing Expense Reports with Expense Management
• Part 5: The Part of Tens
  • Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365
    • Supercomprehensive Coverage
    • Scalability with Azure
    • Mobile Computing
    • Localization Features
    • Employee Self-Service
    • Common Data Model
    • Team Member License
    • General Data Protection Regulation
    • Unified Interface
    • Categorized and Relevance Search
  • Chapter 17: Ten Dynamic 365 Myths to Dispel
    • Myth 1: Investing in ERP Doesn’t Pay
    • Myth 2: Our ERP Is Too Entrenched
    • Myth 3: ERP Is Too Complex for the Cloud
    • Myth 4: Integrations Are Not Worth It — Just Rekey the Data
    • Myth 5: Software as a Service Is More Expensive than On-Premise
    • Myth 6: The Cloud Is Not Secure Enough for ERP
    • Myth 7: What If the Internet Goes Down
    • Myth 8: I’ll Lose My Data in the Cloud
    • Myth 9: You Won’t Have Control of Your Data
    • Myth 10: Cloud Apps Are Not Customizable
• Index
• About the Author
• Advertisement Page
• Connect with Dummies
• End User License Agreement

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