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Dynamics Books
Renato Bellu
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Published:
October 23, 2018

Microsoft Dynamics 365 For Dummies

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Overview

Accelerate your digital transformation and break down silos with Microsoft Dynamics 365

It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in.

In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started!

  • Digitally transform your business by connecting CRM and ERP
  • Use data to make decisions across all business functions
  • Integrate Dynamics 365 with Office 365 and LinkedIn
  • Manage financials and operations

Are you running a dynamic business? This book shows you how!

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About The Author

Renato Bellu is an ERP and CRM solutions architect and hands-on computer programmer. He has architected and managed some of the most complex ERP and CRM implementations ever successfully completed with Microsoft Dynamics, and has created several successful video courses for Lynda.com and LinkedIn Learning. Ren is also the author of Microsoft Dynamics GP for Dummies.

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microsoft dynamics 365 for dummies

CHEAT SHEET

If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.Components of Microsoft Dynamics 365There is no other ERP or CRM developer that can deliver all the pieces of a world class ERP or CRM SaaS solution by themselves, a cloud service you can license with a month by month subscription at a reasonable price.
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Dynamics 365 for Marketing is a seriously robust marketing application, and in order to configure it to optimally, your Dynamics 365 administrator or authorized solution provider will need to adjust several Advanced settings. Even if you’re not the one configuring the Advanced settings, it may be helpful to check out the Advanced Settings options.
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Dynamics 365 makes Finance and Operations easy work with D365O. Navigating around D365O is simple. The D365O home page contains your dashboard which houses your tiles. These tiles lead you to workspaces, which opens the door to more tiles, reports, graphs, and other links where you can find an abundance on information.
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Microsoft PowerApps, formerly known as Project Siena, was originally released in 2015. PowerApps is a Software as a Service (SaaS) offering hosted by Microsoft in the cloud on the Azure platform. Most license plans for Office 365 and for Dynamics 365 include licenses for PowerApps. If you’re running Dynamics 365, in all likelihood you’re already licensed for PowerApps as well and are thereby free to use it to extend what you can do with Dynamics 365.
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Microsoft PowerApps is a Software as a Service (SaaS) offering hosted in the Microsoft cloud on the Azure platform. Because most license plans for Office 365 and for Dynamics 365 include licenses for PowerApps, you’re likely already running PowerApps if you have Dynamics 365.PowerApps are a solid avenue for getting the most out of your Dynamics 365 subscription.
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Dynamics 365 for Customer Service is designed along the lines of the Customer Service module of a traditional CRM system, with most of the typical components one would expect, but with some additional unique capabilities. Understanding the key components of Dynamics 365 for Customer Service — Microsoft refers to such components as entities, by the way — is essential to becoming adept with the software.
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A good way to get a feel for Dynamics 365 for Finance and Operations and understand just how deep the feature sets go in D365O is to skim a list of the advanced capabilities in various modules. You should expect any ERP module to have the same basic features at a minimum, so in that sense all ERP applications are the same: If you’ve seen one, you’ve seen them all.
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Dynamics 365 for Finance and Operations allows you to extend the navigation pane in D365O; the navigation pane has menus that can take you anywhere in the application.To extend the navigation pane in D365O and access the Modules menu, follow these steps: Click the Black Square icon with three white horizontal lines in the top left corner of the web page.
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One of the best aspects of D365O, or Dynamics 365 for Finance and Operations, from a user perspective is that you can modify screen layouts without doing any computer programming — you can do this yourself without having to contact your IT department or system administrator. Your personalized D365O screen layouts affect how data appears on the screen for you.
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Finance and Excel go hand in hand. The creators of Dynamics 365 know the value of integrations and understand the importance of Excel. Accountants live and breathe Excel spreadsheets. Without an extensive, efficient, and easy to use Excel integration, the value of your financial software is seriously limited.To get the most out of your ERP system, you need to be able to extract data from your ERP system into Excel at the touch of a button.
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Power BI can be used to connect to almost any data source under the sun, so you can combine data from external sources with data from Dynamics 365. Here, you discover how Power BI connects to Dynamics 365. But first, let’s take a look at how Power BI connects to data from a general point of view.Power BI is a monster when it comes to being able to connect to data sources of all shapes and sizes.
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Microsoft takes seriously the integration between Outlook and its other applications, and Dynamics 365 is certainly no exception. After all, most business users respond to emails all day long. The emails you receive often dictate which tasks you focus on.The way you communicate with co-workers and customers alike is mostly by email.
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If you’re a user of Microsoft Dynamics 365 CRM or ERP software, you can improve your user experience with these shortcuts and time-savers. And if you hit a snag, there are plenty of places to find even more help online.Components of Microsoft Dynamics 365There is no other ERP or CRM developer that can deliver all the pieces of a world class ERP or CRM SaaS solution by themselves, a cloud service you can license with a month by month subscription at a reasonable price.
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Microsoft has sought to make navigation within Business Central as easy and intuitive as possible. One of the most frustrating experiences of working with software applications is not knowing how (or not being able to remember how) to get to a certain screen. You have to keep fishing through a hierarchy of menus, searching deeper and deeper into the rabbit hole, only to come up empty-handed.
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Let’s take a look at some core settings and features of Dynamics 365 Business Central as it comes out of the box. You start out this tour of Dynamics 365 Business Central by setting up your books by adding accounts to the chart of accounts, and then move to defining general ledger (G/L) account categories. Lastly, you take a look at specifying bank accounts for those accounts.
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The main menu items for Dynamics 365 for Field Service are shown on the Tile Selector pull-down menu when you click the Field Service tile.To view the main Field Service-related menu items, follow these steps: On the black navigation bar at the top of the screen, click the down arrow to the right of the name of the module you’re in.
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Microsoft Office is the name of the suite of common business productivity applications that includes Word for word processing, Excel for spreadsheets, Outlook for email and scheduling, PowerPoint for presentations, and SharePoint for document management, among other applications. This suite of applications has become a common standard: Most people in the business world now use at least some part of Microsoft Office — especially Outlook — every day, 365 days a year.
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