Microsoft Dynamics 365 For Dummies

Description

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