Microsoft Dynamics 365 for dummies

Intro -- Title Page -- Copyright Page -- Table of Contents -- Introduction -- Who Should Buy This Book -- About This Book -- Part 1: Doing Great Things with Microsoft Dynamics 365 -- Part 2: Customer Engagement (formerly Dynamics CRM Online) -- Part 3: Business Central ERP (formerly Dynamics NAV) -- Part 4: Finance and Operations ERP (formerly Dynamics AX) -- Part 5: The Part of Tens -- 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 -- Gaining a little historical perspective -- Reading the roadmap for Microsoft ERP and CRM -- Asking what's in the Dynamics 365 "sausage" -- Standardizing the tools and terminology -- Transitioning to the Cloud -- Understanding the difference between hosted client/server and true SaaS -- Migrating from Dynamics GP or SL to Dynamics 365 -- Migrating from Dynamics CRM or CRM Online to Dynamics 365 -- Migrating from Dynamics AX to Dynamics 365 Enterprise edition -- Migrating from Dynamics NAV to Dynamics 365 Business edition -- Chapter 2 Extending Your Reach with Office 365 -- Working with the Admin Center -- Managing users -- Purchasing and managing subscriptions -- Setting the password expiration -- 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 -- Connecting to a file -- Connecting to a SQL View -- Connecting to Dynamics 365 -- Connecting Power BI to Business Central -- Connecting Power BI to Finance and Operations ; 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 -- Finding out whether PowerApps is right for you -- Making external PowerApps connections -- Adding an Option set -- Adding a data connection -- Making your app your own with App Settings -- 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 -- Considering your workflow options in Dynamics 365 -- Comprehending the Microsoft Flow advantage -- 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 -- Leading the way with leads -- Working with accounts -- Connecting with 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 -- Users -- Accounts -- Contacts -- Cases -- Posts and notes -- Activities -- Tasks -- Queues -- Views -- Working with Cases -- Finding a case -- Adding a new case -- Annotating an existing case -- Taking action on an existing case -- Adding knowledge articles (KB records) -- Relating a case to other information -- Gaining Control with Dynamics 365 for Customer Service Dashboards -- Chapter 8 Profiting from Project Service Automation -- Categorizing Project Software -- Avoiding complicated project accounting ; Rules of thumb for selecting project software in Dynamics 365 -- Knowing Your Way around Dynamics 365 for Project Service Automation -- Connecting remotely with the Project Service Hub -- Getting familiar with the components of Project Service Automation -- Recognizing the importance of planning the setup of Project Service -- Chapter 9 Creating and Nurturing Leads with Marketing -- Connecting Marketing to Sales -- Escaping the Doldrums of Drab Emails and Boring Web Pages -- Using templates to get up to speed quickly -- Segmenting your contacts for marketing and subscription lists -- Adding a static marketing segment. -- 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 -- Adding accounts to the chart of accounts -- Defining G/L account categories -- Specifying bank accounts -- 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 -- Searching for screens and reports ; Navigating by menu -- Feeling at home in your Role Center -- Setting Up Business Central -- Working with manual setup -- Setting up number series (sequence numbers) -- Defining number series relationships -- Managing users and permissions -- Setting up inventory -- 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 -- Navigating with tiles -- Setting user preferences -- 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 -- Surveying the vendor record -- Surveying the customer record -- Surveying the inventory item (released product) record -- 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 -- Migrating customizations from over-layering to extensions -- Rewriting integrations created with AIF -- Tapping into technology for integrations and data conversions -- Using a comprehensive design document and a right-sized project plan -- Personalizing the User Interface -- Configuring the Global Address Book -- Creating additional address books -- Setting global address book default values -- Creating new party records -- 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 -- EULA