Microsoft Dynamics 365 For Dummies

Title Page......Page 5
Copyright Page......Page 6
Table of Contents......Page 9
Who Should Buy This Book......Page 15
Part 3: Business Central ERP (formerly Dynamics NAV)......Page 16
Icons Used in This Book......Page 17
Beyond the Book......Page 18
Part 1 Doing Great Things with Microsoft Dynamics 365......Page 19
Chapter 1 Floating on a Secure Cloud......Page 21
Getting Under the Dynamics 365 Umbrella......Page 23
Gaining a little historical perspective......Page 24
Reading the roadmap for Microsoft ERP and CRM......Page 26
Asking what’s in the Dynamics 365 “sausage”......Page 27
Standardizing the tools and terminology......Page 29
Transitioning to the Cloud......Page 30
Understanding the difference between hosted client/server and true SaaS......Page 31
Migrating from Dynamics GP or SL to Dynamics 365......Page 33
Migrating from Dynamics CRM or CRM Online to Dynamics 365......Page 35
Migrating from Dynamics AX to Dynamics 365 Enterprise edition......Page 36
Migrating from Dynamics NAV to Dynamics 365 Business edition......Page 37
Working with the Admin Center......Page 39
Managing users......Page 40
Purchasing and managing subscriptions......Page 42
Setting the password expiration......Page 45
Integrating Dynamics 365 with Outlook Email......Page 46
Adding the Excel Add-In for Finance and Operations......Page 51
Organizing Documents with SharePoint and OneDrive......Page 54
Messaging with Skype for Business......Page 59
Chapter 3 Powering Up Your Business Intelligence......Page 63
A Little Pre-History......Page 64
Exploring Data through Power BI......Page 65
Installing Power BI Desktop......Page 68
Connecting to Dynamics 365 with Power BI Desktop......Page 69
Connecting to a SQL View......Page 70
Connecting Power BI to Business Central......Page 71
Connecting Power BI to Finance and Operations......Page 73
Harnessing the Power of Apps and Content Packs......Page 77
Embedding Dashboards in Dynamics 365......Page 79
Chapter 4 Extending Dynamics 365 with PowerApps......Page 81
Providing Power to Your People with PowerApps......Page 82
Finding out whether PowerApps is right for you......Page 84
Making external PowerApps connections......Page 86
Adding an Option set......Page 88
Adding a data connection......Page 90
Making your app your own with App Settings......Page 92
Connecting PowerApps to Dynamics 365......Page 93
Chapter 5 Going with the Microsoft Flow to Enhance Dynamics 365......Page 97
Setting Up Basic Workflows Using Microsoft Flow......Page 98
Grasping the Relationship Between Document Management and Workflow......Page 101
Seeing How Microsoft Does ECM......Page 102
Understanding Workflow in the ERP and CRM Realms......Page 103
Considering your workflow options in Dynamics 365......Page 104
Comprehending the Microsoft Flow advantage......Page 108
Part 2 Customer Engagement (formerly Dynamics CRM Online)......Page 111
Understanding CRM-Related Terms......Page 113
Navigating the Navigation Bar......Page 117
Working with Leads, Accounts, and Contacts......Page 119
Leading the way with leads......Page 121
Working with accounts......Page 124
Connecting with contacts......Page 125
Tracking Opportunities......Page 128
Creating Quotes, Orders and Invoices......Page 130
Chapter 7 Connecting with Customers Anytime, Anywhere with Customer Service......Page 131
Knowing Your Way Around Dynamics 365 for Customer Service......Page 132
Users......Page 133
Cases......Page 134
Tasks......Page 135
Views......Page 137
Finding a case......Page 139
Adding a new case......Page 141
Annotating an existing case......Page 143
Taking action on an existing case......Page 144
Adding knowledge articles (KB records)......Page 146
Relating a case to other information......Page 147
Gaining Control with Dynamics 365 for Customer Service Dashboards......Page 149
Chapter 8 Profiting from Project Service Automation......Page 151
Categorizing Project Software......Page 153
Avoiding complicated project accounting......Page 155
Rules of thumb for selecting project software in Dynamics 365......Page 157
Knowing Your Way around Dynamics 365 for Project Service Automation......Page 158
Connecting remotely with the Project Service Hub......Page 160
Getting familiar with the components of Project Service Automation......Page 161
Recognizing the importance of planning the setup of Project Service......Page 162
Chapter 9 Creating and Nurturing Leads with Marketing......Page 167
Connecting Marketing to Sales......Page 168
Escaping the Doldrums of Drab Emails and Boring Web Pages......Page 170
Using templates to get up to speed quickly......Page 171
Segmenting your contacts for marketing and subscription lists......Page 172
Adding a static marketing segment.......Page 173
Listening to the Voice of the Customer......Page 175
Configuring Advanced Settings in Dynamics 365 for Marketing......Page 178
Chapter 10 Going Mobile with Field Ser vice......Page 181
Assessing Microsoft’s FSM Competitors......Page 183
Taking the Back-office ERP into Consideration......Page 184
Getting Acquainted with the Key Components of Dynamics 365 for Field Service......Page 185
Living the Dream of Efficient Field Service: The Work Order Lifecycle......Page 188
Configuring Administrative Settings for Dynamics 365 for Field Service......Page 189
Working with Work Orders......Page 191
Adding a Customer Asset......Page 193
Transferring Inventory......Page 194
Part 3 Business Central ERP (formerly Dynamics NAV)......Page 197
Chapter 11 Accounting for Your Business with Business Central......Page 199
Getting to Know the Interface......Page 202
Making Your Way Around the Home Screen......Page 203
Setting Up the Books......Page 205
Adding accounts to the chart of accounts......Page 206
Defining G/L account categories......Page 208
Specifying bank accounts......Page 210
Entering Sales Quotes......Page 212
Creating Sales Orders and Invoices......Page 214
Creating Sales Credit Memos......Page 216
Maintaining Customers......Page 218
Maintaining Vendors......Page 221
Chapter 12 Setting Up Business Central for Optimal Results......Page 225
Migrating from Dynamics NAV to Business Central......Page 227
Searching for screens and reports......Page 229
Navigating by menu......Page 232
Feeling at home in your Role Center......Page 234
Setting Up Business Central......Page 237
Working with manual setup......Page 239
Setting up number series (sequence numbers)......Page 241
Defining number series relationships......Page 243
Managing users and permissions......Page 244
Setting up inventory......Page 247
Part 4 Finance and Operations ERP (formerly Dynamics AX)......Page 251
Chapter 13 Going Beyond Crunching Numbers with Financial Management......Page 253
Getting a Bird’s-Eye View of D365O Capabilities......Page 256
Raising the Flag on Microsoft’s Flagship ERP......Page 257
Learning How to Get Around in D365O......Page 260
Navigating with tiles......Page 263
Setting user preferences......Page 264
Harnessing the Power of Financial Dimensions......Page 266
Chapter 14 Becoming a Smooth Operator with Operations......Page 273
Changing Companies......Page 274
Navigating by Module......Page 275
Taking Advantage of Keyboard Shortcuts......Page 277
Taking a Deeper Dive into D365O Capabilities by Module......Page 278
Surveying the vendor record......Page 282
Surveying the customer record......Page 285
Surveying the inventory item (released product) record......Page 287
Using the More Options button......Page 290
Working with List Pages......Page 292
Exporting List Pages to Excel Spreadsheets......Page 295
Chapter 15 Looking Under the Hood (Understanding the D365O Technology)......Page 297
Upgrading from Dynamics AX to Dynamics 365 for Finance and Operations......Page 298
Migrating customizations from over-layering to extensions......Page 299
Rewriting integrations created with AIF......Page 300
Tapping into technology for integrations and data conversions......Page 301
Using a comprehensive design document and a right-sized project plan......Page 303
Personalizing the User Interface......Page 304
Configuring the Global Address Book......Page 311
Setting global address book default values......Page 313
Creating new party records......Page 314
Transforming Your HR Department with Talent......Page 318
Filing Expense Reports with Expense Management......Page 320
Part 5 The Part of Tens......Page 323
Supercomprehensive Coverage......Page 325
Scalability with Azure......Page 328
Mobile Computing......Page 329
Localization Features......Page 330
Employee Self-Service......Page 332
Common Data Model......Page 335
General Data Protection Regulation......Page 337
Unified Interface......Page 338
Categorized and Relevance Search......Page 339
Myth 1: Investing in ERP Doesn’t Pay......Page 341
Myth 2: Our ERP Is Too Entrenched......Page 344
Myth 3: ERP Is Too Complex for the Cloud......Page 346
Myth 4: Integrations Are Not Worth It — Just Rekey the Data......Page 347
Myth 5: Software as a Service Is More Expensive than On-Premise......Page 348
Myth 6: The Cloud Is Not Secure Enough for ERP......Page 349
Myth 8: I’ll Lose My Data in the Cloud......Page 351
Myth 9: You Won’t Have Control of Your Data......Page 352
Myth 10: Cloud Apps Are Not Customizable......Page 353
Index......Page 355
EULA......Page 387