© 2018

Dynamics 365 CE Essentials

Administering and Configuring Solutions

  • Discusses the standard features of Dynamics 365: v9

  • Includes real-life scenarios that help in customized implementation of Dynamics 365

  • Discusses usage of Microsoft Flow and the Common Data Service which provide the foundation for integrations with other business systems


Table of contents

  1. Front Matter
    Pages i-xxi
  2. SETUP

    1. Front Matter
      Pages 1-1
    2. Sarah Critchley
      Pages 3-40
    3. Sarah Critchley
      Pages 41-126
    4. Sarah Critchley
      Pages 127-171
    5. Sarah Critchley
      Pages 173-203
    6. Sarah Critchley
      Pages 205-268
    7. Sarah Critchley
      Pages 269-291
    8. Sarah Critchley
      Pages 293-343

    1. Front Matter
      Pages 345-345
    2. Sarah Critchley
      Pages 347-423
    3. Sarah Critchley
      Pages 425-482
    4. Sarah Critchley
      Pages 483-512
    5. Sarah Critchley
      Pages 513-555
    6. Sarah Critchley
      Pages 557-574
    7. Sarah Critchley
      Pages 575-599
  4. Back Matter
    Pages 601-613

About this book


Discover how to set up core Dynamics 365 Customer Engagement functionality and learn how to build more customized processes on top of the standard capabilities. This book starts by showing you how to set up the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration. 

In the second section, you’ll work through UI customizations, process automation and reporting in Dynamics 365 CE. Learn about the App Framework, how to create model-driven apps and how to get started with the Common Data Service for Apps. Leverage Microsoft Flow within Dynamics 365 CE to create loosely coupled business applications using automation from Microsoft and third-party services.

After reading Dynamics 365 CE Essentials, you will have mastered the core functionality available in Dynamics 365 CE and be able to set it up for a number of different scenarios. 

You will:

• Set up the core standard features of Dynamics 365 CE
• Create model-driven apps within Dynamics 365 customized to specific business needs
• Customize Dynamics 365 CE and leverage process automation functionality through the UI
• Learn about the Common Data Service for Apps


Dynamics 365 CE Dynamics 365 Dynamics 365 Customer Engagement Microsoft Dynamics CRM Microsoft Flow Common Data Service Omni Channel CDS

Authors and affiliations

  1. 1.Cambridge, CambridgeshireUK

About the authors

Sarah Critchley is a Microsoft Dynamics Business Applications MVP and an experienced technical consultant who has worked on numerous business system implementations, now working as the research and development industry solutions lead in an established worldwide business applications practice. Having led software projects in numerous industries including healthcare and the public sector, she works across all areas of the project life cycle from demonstrations, design, architecture, documentation, customization, and development. She gets involved in the technical community through chairing the CRM user group in the UK, running technical events, and presenting on technical and functional topics at conferences around the world.

Bibliographic information

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