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| dynamics crm licensing guide: Microsoft Dynamics CRM 2011 Customization and Configuration (MB2-866) Certification Guide Neil Benson, 2012-11-23 This book is in the Enterprise certification series which means it is a hands-on guide with practical instruction, examples and all the information you will need to be successful in the exam, as well as 75 practice questions in the exam style. It includes practical advice on how to book the exam, approach the questions and maximize your score. Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide is perfect for IT professionals and developers who work for a Microsoft partner or customer organizations. If you want to demonstrate your expertise and advance your career by obtaining Microsoft certification this book will provide you with the insight you need to succeed. |
| dynamics crm licensing guide: Microsoft Dynamics 365 For Dummies Renato Bellu, 2018-10-09 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! |
| dynamics crm licensing guide: Fundamentals of CRM with Dynamics 365 and Power Platform Nicolae Tarla, 2020-10-06 Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book. |
| dynamics crm licensing guide: Dynamics 365 Business Central Development Quick Start Guide Stefano Demiliani, Duilio Tacconi, 2018-08-27 Understanding the new Microsoft Extension model for development Key Features Develop solutions for Dynamics 365 Business Central Orient yourself with the new Microsoft Extension model for development Learn modern ways to develop with Dynamics 365 Business Central Book Description Microsoft Dynamics 365 Business Central is the new SaaS ERP proposition from Microsoft. This latest version has many exciting features guaranteed to make your life easier. This book is an ideal guide to Dynamics 365 Business Central and will help you get started with implementing and designing solutions for real-world scenarios. This book will take you through the fundamental topics for implementing solutions based on Dynamics 365 Business Central (on-premise and SaaS). We'll see the core topics of the new development model (based on extensions) and we'll see how to create applications with the new Microsoft ERP proposition. The book begins by explaining the basics of Dynamics 365 Business Central and the Microsoft ERP proposition. We will then cover topics such as extensions, the new modern development model of Visual studio code, sandboxes, Docker, and many others. By the end of the book, you will have learned how to debug and compile extensions and to deploy them to the cloud and on-premise.You will also have learned how to create serverless business processes for Microsoft Dynamics 365 Business Central. What you will learn Develop solutions for Dynamics 365 Business Central Create a sandbox for extensions development (local or on cloud) Use Docker with Dynamics 365 Business Central Create extensions for Dynamics 365 Business Central Handle dependencies, translations and reporting Deploy extensions on-premise and to the cloud Create serverless processes with Dynamics 365 Business Central Understand source code management for AL Who this book is for This book is for Microsoft Dynamics 365 Business Central solution developers and architects that needs to implement solutions based on the Microsoft's ERP (on-premise and SaaS). |
| dynamics crm licensing guide: Microsoft Certified Exam guide - Dynamics 365 Fundamentals (MB-901) Cybellium Ltd, Unlock Your Potential in the World of Dynamics 365! Are you ready to embark on a journey into the dynamic world of Microsoft Dynamics 365? Look no further than the Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901). This comprehensive book is your key to unlocking the foundational knowledge and skills needed to kickstart your career in this exciting field. Dynamics 365 is transforming the way businesses engage with customers, streamline operations, and drive growth. As organizations worldwide adopt this powerful platform, the demand for skilled professionals who understand its intricacies is skyrocketing. Whether you're an aspiring IT enthusiast or a seasoned professional seeking to expand your skillset, this book is your ultimate resource for acing the MB-901 exam and laying the foundation for a successful career in Dynamics 365. Inside this book, you will discover: ✔ Comprehensive Coverage: A detailed exploration of all the fundamental concepts and components of Dynamics 365, ensuring you have a solid understanding of the platform. ✔ Exam-Ready Preparation: Thorough coverage of MB-901 exam objectives, along with practice questions and practical tips to help you confidently pass the test. ✔ Real-World Scenarios: Practical examples and case studies that illustrate how Dynamics 365 is used in real business scenarios, making learning both engaging and relevant. ✔ Expert Insights: Written by experienced professionals who have not only mastered the content but have also worked with Dynamics 365 in various capacities, providing you with valuable insights and practical knowledge. Whether you're looking to jumpstart your career, validate your expertise, or simply gain a deeper understanding of Dynamics 365, Microsoft Certified Exam Guide - Dynamics 365 Fundamentals (MB-901) is your trusted companion on this journey. Don't miss out on the opportunity to become a part of the growing community of Dynamics 365 professionals. Prepare, practice, and succeed with the ultimate resource for MB-901 certification. Order your copy today and pave the way for a future filled with exciting opportunities in Dynamics 365! © 2023 Cybellium Ltd. All rights reserved. www.cybellium.com |
| dynamics crm licensing guide: Implementing Microsoft Dynamics 365 Customer Engagement Mahender Pal, 2020-03-06 Gain hands-on experience working with the architecture, implementation, deployment, and data migration of Dynamics 365 Customer Engagement Key FeaturesExplore different tools to evaluate, implement, and proactively maintain Dynamics 365 for CEIntegrate Dynamics 365 CE with applications such as Power BI, PowerApps, and Microsoft Power AutomateDesign application architecture, explore deployment choices, and perform data migrationBook Description Microsoft Dynamics 365 for Customer Engagement (CE) is one of the leading customer relationship management (CRM) solutions that help companies to effectively communicate with their customers and allows them to transform their marketing strategies. Complete with detailed explanations of the essential concepts and practical examples, this book will guide you through the entire life cycle of implementing Dynamics 365 CE for your organization or clients, and will help you avoid common pitfalls while increasing efficiency at every stage of the project. Starting with the foundational concepts, the book will gradually introduce you to Microsoft Dynamics 365 features, plans, and products. You’ll learn various implementation strategies and requirement gathering techniques, and then design the application architecture by converting your requirements into technical and functional designs. As you advance, you’ll learn how to configure your CRM system to meet your organizational needs, customize Dynamics 365 CE, and extend its capabilities by writing client-side and server-side code. Finally, you’ll integrate Dynamics 365 CE with other applications and explore its business intelligence capabilities. By the end of this Microsoft Dynamics 365 book, you’ll have gained an in-depth understanding of all the key components necessary for successful Dynamics 365 CE implementation. What you will learnExplore the new features of Microsoft Dynamics 365 CEUnderstand various project management methodologies, such as Agile, Waterfall, and DevOpsCustomize Dynamics 365 CE to meet your business requirementsIntegrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BIConvert client requirements into functional designsExtend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side codeDiscover different techniques for writing and executing test casesUnderstand various data migration options to import data from legacy systemsWho this book is for This book is for consultants, project managers, administrators, and solution architects who want to set up Microsoft Dynamics 365 Customer Engagement in their business. Although not necessary, basic knowledge of Dynamics 365 will help you get the most out of this book. |
| dynamics crm licensing guide: Microsoft Dynamics 365 Extensions Cookbook Rami Mounla, 2017-06-07 More than 80 recipes to help you leverage the various extensibility features available for Microsoft Dynamics and solve problems easily About This Book Customize, configure, and extend the vanilla features of Dynamics 365 to deliver bespoke CRM solutions fit for any organization Implement business logic using point-and-click configuration, plugins, and client-side scripts with MS Dynamics 365 Built a DevOps pipeline as well as Integrate Dynamics 365 with Azure and other platforms Who This Book Is For This book is for developers, administrators, consultants, and power users who want to learn about best practices when extending Dynamics 365 for enterprises. You are expected to have a basic understand of the Dynamics CRM/365 platform. What You Will Learn Customize, configure, and extend Microsoft Dynamics 365 Create business process automation Develop client-side extensions to add features to the Dynamics 365 user interface Set up a security model to securely manage data with Dynamics 365 Develop and deploy clean code plugins to implement a wide range of custom behaviors Use third-party applications, tools, and patterns to integrate Dynamics 365 with other platforms Integrate with Azure, Java, SSIS, PowerBI, and Octopus Deploy Build an end-to-end DevOps pipeline for Dynamics 365 In Detail Microsoft Dynamics 365 is a powerful tool. It has many unique features that empower organisations to bridge common business challenges and technology pitfalls that would usually hinder the adoption of a CRM solution. This book sets out to enable you to harness the power of Dynamics 365 and cater to your unique circumstances. We start this book with a no-code configuration chapter and explain the schema, fields, and forms modeling techniques. We then move on to server-side and client-side custom code extensions. Next, you will see how best to integrate Dynamics 365 in a DevOps pipeline to package and deploy your extensions to the various SDLC environments. This book also covers modern libraries and integration patterns that can be used with Dynamics 365 (Angular, 3 tiers, and many others). Finally, we end by highlighting some of the powerful extensions available. Throughout we explain a range of design patterns and techniques that can be used to enhance your code quality; the aim is that you will learn to write enterprise-scale quality code. Style and approach This book takes a recipe-based approach, delivering practical examples and use cases so that you can identify the best possible approach to extend your Dynamics 365 deployment and tackle your specific business problems. |
| dynamics crm licensing guide: Working with Microsoft Dynamics CRM 2011 Mike Snyder, Jim Steger, Kristie Reid, 2011-04-15 Configure, adapt, and extend Microsoft Dynamics CRM 2011—guided by two of the leading implementation specialists in the field. Whether you’re an IT professional, a developer, or a power user, you’ll get pragmatic, hands-on insights for customizing CRM in your organization—with or without programming. Discover how to: Set up and configure your system Plan and configure security settings and information access Easily customize form attributes, views, and relationships Create and deploy custom reports Use xRM to quickly create and efficiently manage line-of-business applications Automate business workflows Extend Microsoft Dynamics CRM with scripts and assemblies |
| dynamics crm licensing guide: Learning Microsoft Power Automate Paul Papanek Stork, 2023-03 Processing information efficiently is critical to the successful operation of modern organizations. One particularly helpful tool is Microsoft Power Automate, a low-code/no-code development platform designed to help tech-savvy users create and implement workflows. This practical book explains how small-business and enterprise users can replace manual work that takes days with an automated process you can set up in a few hours using Power Automate. Paul Papanek Stork, principal architect at Don't Pa..Panic Consulting, provides a concise yet comprehensive overview of the foundational skills required to understand and work with Power Automate. You'll learn how to use these workflows, or flows, to automate repetitive tasks or complete business processes without manual intervention. Whether you're transferring form responses to a list, managing document approvals, sending automatic reminders for overdue tasks, or archiving emails and attachments, these skills will help you: Design and build flows with templates or from scratch Select triggers and actions to automate a process Add actions to a flow to retrieve and process information Use functions to transform information Control the logic of a process using conditional actions, loops, or parallel branches Implement error checking to avoid potential problems |
| dynamics crm licensing guide: Microsoft Power Platform Functional Consultant: PL-200 Exam Guide Julian Sharp, 2020-12-04 Get up to speed with expert tips, techniques, and the latest insights to confidently take the PL-200 exam Key FeaturesLearn effectively with the help of self-assessment questions, mock tests, and detailed explanations in this up-to-date study guideAddress the challenges faced by a functional consultant in day-to-day activitiesUnderstand how to configure, customize, and implement solutions based on Power PlatformBook Description The Power Platform Functional Consultant Associate (PL-200) exam tests and validates the practical skills of Power Platform users who are proficient in developing solutions by combining the tools in Power Platform and the Microsoft 365 ecosystem based on business needs. This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively for the exam. Written in a clear, succinct way with self-assessment questions, exam tips, and mock exams with detailed explanations of solutions, this book covers common day-to-day activities involved in configuring Power Platform, such as managing entities, creating apps, implementing security, and managing system change. You'll also explore the role of a functional consultant in creating a data model in the Microsoft Dataverse (formerly Common Data Service). Moving ahead, you'll learn how to design the user experience and even build model-driven and canvas apps. As you progress, the book will show you how to manage automation and create chatbots. Finally, you'll understand how to display your data with Power BI and integrate Power Platform with Microsoft 365 and Microsoft Teams. By the end of this book, you'll be well-versed with the essential concepts and techniques required to prepare for the PL-200 certification exam. What you will learnUnderstand how to build apps that meet customer needsExtend the schema for Dataverse with entities, fields, and relationshipsCreate and configure automations to simplify user activitiesExplore various security features in Power Platform and learn how to implement themUse multiple data sources to create task- or role-based web and mobile applications for usersAutomate business processes and enhance the user experience with Power Automate and UI FlowsIntegrate various applications within the Microsoft ecosystem with Power PlatformWho this book is for This book is for functional consultants and business analysts who are involved in implementing solutions based on Power Platform or Dynamics 365. As the PL-200 exam is a pre-requisite for other role-based certifications in Power Platform and Microsoft Dynamics 365, individuals pursuing their careers in these domains will also find this book helpful. Basic knowledge of Power Platform and access to a Power Platform environment are required to get started with this book. |
| dynamics crm licensing guide: Manager’s Guide to SharePoint Server 2016 Heiko Angermann, 2017-12-14 Close the gap between introductory and advanced resources available on SharePoint 2016 with this guide and identify the core benefits of specific techniques in a real-world context, including best practice scenarios. You will find this book to be a comprehensive collection of tutorials and solutions for all of the most widely used techniques (e.g., intranet, Internet, formal metadata management, informal metadata management, document management, social media, project management). To overcome the high volume, velocity, and variety of data, content management systems usually focus on different sub-tasks, namely document management, web content management, digital asset management, and enterprise records management. As a leading enterprise CMS and all-around solution, SharePoint Server handles all of these sub-tasks using one system; however, the opportunities and limits of SharePoint are often unknown at the management level. Many managers who decide to use SharePoint do not know how SharePoint can concretely help to improve their business and day-to-day operations. They are often overwhelmed with its functionalities. In addition, daily users are often overwhelmed with the complexity and extensive features and possibilities of the system. Both SharePoint administrators and users need a clear explanation of when SharePoint can be used, where it can help, and how to use it. Manager’s Guide to SharePoint Server 2016 is that solution. The book provides coverage of: SharePoint technology, including the core technologies of SharePoint and the MySite technology, as well as SharePoint administration levels Template technology, including the most widely used collaboration, enterprise, and publishing site templates Hands-on tutorials and solutions for users and administrators, including use cases in a real-world context Best practice scenarios of SharePoint governance, template usage, and additional tools to improve SharePoint What You’ll Learn Discern how and where SharePoint can help improve a company’s success Understand the core elements of SharePoint for customization and how to improve the site’s functionalities Know how SharePoint can be used as a collaboration and management platform Discover what to do within SharePoint and how to more effectively manage SharePoint in daily business across teams Who This Book Is For Content managers, systems managers, and software engineering professionals. SharePoint managers, end users, and site administrators will also find this book useful. |
| dynamics crm licensing guide: The Definitive Guide to Social CRM Barton J. Goldenberg, 2015-02-24 Make Social CRM work! This book presents the first proven framework and step-by-step methodology for driving maximum value from Social CRM throughout sales, marketing, customer service, and beyond. Barton Goldenberg,the field’s #1 expert, offers a proven, four-step methodology for succeeding with Social CRM work in any B2B, B2C, or B2B2C organization. You’ll learn how to integrate people, process and technology to optimize relationships with every customer, achieve seamless collaboration across customer-facing functions, and make the most of today’s leading social platforms. Goldenberg shows how to: • Systematically harvest information from Social Media conversations and communities: Facebook, Twitter, LinkedIn, Google+, and beyond • Integrate this information into expanded customer profiles • Use these profiles to personalize customer service, marketing messages, and sales offers far more effectively Goldenberg assesses the changing impact of social media on customer relationships, identifies smarter ways to profitably integrate it throughout your business, guides you through Social CRM planning and implementation, and examines key challenges and opportunities in leveraging Social CRM after you’ve deployed it. You’ll find practical advice on issues ranging from strategy to software selection, vendor negotiation to team development and day-to-day operations. Goldenberg concludes by previewing the future of Social CRM — and the fast-changing customer tomorrow’s systems must serve. For all executive decision-makers, managers, and implementers who are involved in, planning, or considering Social CRM initiatives. |
| dynamics crm licensing guide: Microsoft Dynamics CRM 2011 Administration Bible Matthew Wittemann, Geoff Ables, 2011-01-06 An in-depth, expert guide to Microsoft Dynamics CRM 2011 from Microsoft CRM experts! What better way to learn how to administer Dynamics CRM 2011 than from two Microsoft CRM experts? This in-depth Bible is packed with expert guidance on the latest version of Microsoft’s hot CRM product. Whether you’re new to Dynamics CRM or upgrading from an earlier version, you’ll get thoroughly up to speed on everything from the basics to new features and more. Brings you up to speed on Microsoft Dynamics CRM 2011, the latest version of Microsoft’s fast-growing customer relationship management software Shows you how to get the most out of the application, including configuration and customization, integrating with Microsoft Office, and automating business processes Features step-by-step instruction and in-depth coverage of all essential topics; you’ll want to keep this information-packed book at your desk as a practical reference If you want to master Microsoft Dynamics CRM 2011 for your business contacts, this is the book you need to succeed |
| dynamics crm licensing guide: Microsoft Dynamics 365 Business Central Cookbook Michael Glue, 2019-08-09 Gain useful insights to help you efficiently build, test, and migrate customized solutions on Business Central cloud and on-premise platforms Key FeaturesExplore enhanced functionalities and development best practices in Business CentralDevelop powerful Business Central projects using the AL languageMaster the new Business Central with easy-to-follow recipesBook Description Microsoft Dynamics 365 Business Central is a complete business management solution that can help you streamline business processes, connect individual departments in your company, and enhance customer interactions. Ok. That first part was really professional sounding, right? Now, let’s get into what this cookbook is going to do for you: put simply, it’s going to help you get things done. This book will help you get to grips with the latest development features and tools for building applications using Business Central. You’ll find recipes that will guide you in developing and testing applications that can be deployed to the cloud or on-premises. For the old-schoolers out there, you’ll also learn how to take your existing Dynamics NAV customizations and move them to the new AL language platform. Also, if you haven’t figured it out already, we’re going to be using very normal language throughout the book to keep things light. After all, developing applications is fun, so why not have fun learning as well! What you will learnBuild and deploy Business Central applicationsUse the cloud or local sandbox for application developmentCustomize and extend your base Business Central applicationCreate external applications that connect to Business CentralCreate automated tests and debug your applicationsConnect to external web services from Business CentralWho this book is for This book is for Dynamics developers and administrators who want to become efficient in developing and deploying applications in Business Central. Basic knowledge and understanding of Dynamics application development and administration is assumed. |
| dynamics crm licensing guide: Microsoft Power Platform Enterprise Architecture Robert Rybaric, 2020-09-25 Publisher's Note: This edition from 2020 is outdated and is not compatible with the new standards of Microsoft Power Platform. A new Second edition has been published to cover the latest patterns, models, and methodologies leveraging the Microsoft ecosystem to create tailor-made enterprise applications. It combines the powers of Power Apps, Power BI, Azure, and Dynamics 365 to create enterprise applications. Who this book is for This book is for enterprise architects and technical decision makers who want to craft complex solutions using Microsoft Power Platform to serve growing business needs and to stay competitive in the modern IT world. A basic understanding of Microsoft Power Platform will help you to get started with this book. |
| dynamics crm licensing guide: Microsoft Dynamics CRM 2013 Unleashed Marc Wolenik, 2014-04-25 Microsoft® Dynamics CRM 2013 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. Leading Dynamics implementer Marc Wolenik fully covers Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online Fall ’13, and many features first introduced in Microsoft’s “Polaris” and Update Rollup 12. You’ll find thorough coverage of Dynamics’ revamped “Flow” interface and advanced cross-platform mobile client support. Extensive new coverage also includes: Business Process Flows, Portable Business Logic, reporting and forms improvements, server-side email synchronization, MarketingPilot, NetBreeze, Yammer, and much more. Drawing on extensive insider knowledge, Wolenik presents proven best practices and pitfalls to avoid in using every significant Dynamics CRM 2013 capability–information available in no other book. Marc J. Wolenik, is CEO of Webfortis, a Microsoft Gold Customer Relationship Management Competency Partner that specializes in delivering Microsoft Dynamics CRM/xRM solutions for companies of all sizes. Learn from experience and dive deep into CRM technologies that cross almost every industry and vertical. His books include Microsoft Dynamics CRM 2011 Unleashed, Microsoft CRM 4 Unleashed, and Microsoft CRM 4 Integration Unleashed. Detailed information on how to… Compare on-premise and cloud versions of Dynamics CRM, make your best choice, and deploy painlessly Use the advanced configuration and customization options that offer you the most value Take full advantage of Dynamics CRM’s new flow interface and productivity shortcuts Learn about new add-on features for Dynamics, including MarketingPilot, NetBreeze, and Yammer Personalize dashboards, activities, calendars, data import/export, and more Manage leads, opportunities, accounts, contacts, marketing lists, collateral, campaigns, quotes, orders, and invoices Integrate schedules, cases, contacts, and product/service information Build powerful automated workflows, processes, and complete solutions Deliver CRM applications to smartphones and tablets, including iOS devices Provide watch lists, automatic alerts, and other sales help through InsideView Social Insights Extend Dynamics CRM with custom plug-ins and add-ons Integrate Dynamics CRM 2013 with SharePoint, Azure, SQL Server, SRSS, Visual Studio, and .NET Framework ON THE WEB: Download all examples and source code presented in this book from informit.com/title/9780672337031 as it becomes available |
| dynamics crm licensing guide: Programming Microsoft Dynamics CRM 4.0 Jim Steger, Mike Snell, Brad Bosak, Corey O'Brien, Philip Richardson, 2008-10-15 Get answers to common questions about setting up the design environment and building custom solutions with Microsoft Dynamics CRM. Delve into core architecture, tools, and techniques, and learn how to exploit powerful customization features. Authored by industry-leading experts, this book shows how to deliver intelligent CRM solutions that meet the unique challenges and requirements of your business. Discover how to: Set up the development environment Enhance the product’s APIs with your own code Execute business logic using plug-ins Build custom workflows that extend native workflow functions Create user-friendly integration with scripts and application extensions Code custom pages optimized for Microsoft Outlook with Offline Access Extend Microsoft Dynamics CRM using ASP.NET Create advanced Windows Workflow Foundation solutions Extend multilingual and multicurrency features Construct a custom security-access solution Get code samples on the Web. |
| dynamics crm licensing guide: Microsoft Dynamics CRM 2016 Unleashed Marc Wolenik, 2016-09-09 Presents start-to-finish guidance for planning, customizing, deploying, integrating, managing, and securing both cloud and on-premise based versions of Dynamics CRM. |
| dynamics crm licensing guide: Microsoft Dynamics CRM 4 Integration Unleashed Marc Wolenik, Rajya Vardhan Bhaiya, 2009-10-27 In Microsoft® Dynamics CRM 4 Integration Unleashed , two leading experts present proven techniques, best practices, and example code for going far beyond the out-of-the-box capabilities of Dynamics CRM 4. Using these solutions and sample applications, you will enhance all of your company’s relationships–with vendors, distributors, employees, users, affiliates, and customers. Authors Marc J. Wolenik and Rajya Vardhan Bhaiya walk you step by step through integrating Dynamics CRM with SharePoint, Office Communicator, PerformancePoint, BizTalk, Silverlight, VoIP phone systems, and both Google and MSN mapping tools. They also present a full analysis of the CRM Accelerators and advanced topics and three full chapters on integration using Scribe’s state-of-the-art adapters and templates. You’ll discover how to extend Dynamics CRM 4 with enterprise dashboards, stronger “deep-dive” data analysis, and much more. Wolenik and Bhaiya even demonstrate how to make custom Dynamics CRM applications available directly to your customers, without compromising security. Use Dynamics CRM 4 as an “xRM” platform for developing custom applications to enhance any type of business relationship Leverage new Azure cloud computing solutions for Microsoft Dynamics CRM Design infrastructure to efficiently run your customized Microsoft Dynamics CRM implementation Extend CRM internally, with plug-ins, source-to-source integration, IFRAME-based custom application integration, and CRM JScript Extend CRM externally, with CRM Accelerators, public Web services, direct SQL interaction, and customer-facing Web sites Implement KPIs and gain deeper business insight by integrating Dynamics CRM 4 with Microsoft Office PerformancePoint Create dashboards and other visual CRM tools with Microsoft Silverlight Develop custom CRM applications with Visual Studio Integrate CRM with Team Foundation Server Use Scribe templates and adapters to streamline data integration and migration On the web: Download all examples and source code presented in this book from informit.com/title/9780672330544. |
| dynamics crm licensing guide: Office 365: Migrating and Managing Your Business in the Cloud Matthew Katzer, Don Crawford, 2014-01-23 Written for the IT professional and business owner, this book provides the business and technical insight necessary to migrate your business to the cloud using Microsoft Office 365. This is a practical look at cloud migration and the use of different technologies to support that migration. Numerous examples of cloud migration with technical migration details are included. Cloud technology is a tremendous opportunity for an organization to reduce IT costs, and to improve productivity with increased access, simpler administration and improved services. Those businesses that embrace the advantages of the cloud will receive huge rewards in productivity and lower total cost of ownership over those businesses that choose to ignore it. The challenge for those charged with implementing Microsoft Office 365 is to leverage these advantages with the minimal disruption of their organization. This book provides practical help in moving your business to the Cloud and covers the planning, migration and the follow on management of the Office 365 Cloud services. |
| dynamics crm licensing guide: Moving to Office 365 Matthew Katzer, 2015-11-27 This book takes a concentrated look at the very latest best practices for Office 365 migration, with a focus on the needs of senior managers, IT managers, and others involved in key decisions when moving their business to the cloud. Based on popular chapters in his first book, Office 365: Migrating and Managing Your Business in the Cloud (Apress Open, co-authored with Don Crawford), author Matt Katzer revises and expands on his original material to bring you the latest guidance on planning methods, management best practices, personnel decisions, and migration and maintenance costs, along with brand new material on some of the most important and cutting-edge considerations when moving your business to the cloud: securing company data, and driving collaboration in the workplace. Topics covered include: The Office 365 cloud security model and best practices to apply when securing your business in the cloud Microsoft Office 365 operation and usage options for any size enterprise Proven methods for planning and minimizing disruption A step-by-step migration plan How to improve employee collaboration and productivity through use of Office 365’s collaborative apps, including Excel, Outlook Web Access, OneDrive, and Skype for Business Office 365 site management advice for IT administrators and business owners Moving to Office 365 provides practical and planning guidance for business owners, and CIO/CTOs and IT managers who have responsibility for the IT needs of their business. |
| dynamics crm licensing guide: Microsoft Azure Essentials - Fundamentals of Azure Michael Collier, Robin Shahan, 2015-01-29 Microsoft Azure Essentials from Microsoft Press is a series of free ebooks designed to help you advance your technical skills with Microsoft Azure. The first ebook in the series, Microsoft Azure Essentials: Fundamentals of Azure, introduces developers and IT professionals to the wide range of capabilities in Azure. The authors - both Microsoft MVPs in Azure - present both conceptual and how-to content for key areas, including: Azure Websites and Azure Cloud Services Azure Virtual Machines Azure Storage Azure Virtual Networks Databases Azure Active Directory Management tools Business scenarios Watch Microsoft Press’s blog and Twitter (@MicrosoftPress) to learn about other free ebooks in the “Microsoft Azure Essentials” series. |
| dynamics crm licensing guide: Inside Microsoft Dynamics AX 2012 R3 The Microsoft Dynamics AX Team, Microsoft Dynamics AX Team, 2014 Explores the architecture, components, and tools of Microsoft Dynamics AX 2012 R3, including forms, security, SharePoint integration, workflow infrastructure, reporting, automating tasks and document distribution, and application domain frameworks. |
| dynamics crm licensing guide: Success with Microsoft Dynamics CRM 4.0 Aaron Yetter, Justin Mathena, Hoss Hostetler, 2009-01-31 Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management is aimed at readers who are interested in understanding how to successfully implement Microsoft Dynamics CRM 4.0 within their projects. It is intended as an implementation roadmap for the business and technical representatives leading or engaged in a project. The book covers the capabilities of Microsoft Dynamics CRM, both in the traditional functional areas of sales, marketing, and service and as an applications framework for XRM deployments. The book demonstrates CRM best practices for design, configuration, and development. Through real–world solutions and exercises, you will be given the confidence and expertise to deliver an implementation that provides long–term success for your organization. |
| dynamics crm licensing guide: Microsoft Dynamics Nav Administration Amit Sachdev, Sharan Oberoi, 2010-09-24 A quick book and eBook guide to installing, configuring, deploying, and administering Dynamics NAV with ease |
| dynamics crm licensing guide: Implementing Microsoft Dynamics 365 Business Central On-Premise - Fourth Edition Roberto Stefanetti, Alex Chow, 2018-12-18 Implement Business Central and explore methods to upgrade to NAV 2018 Key Features Learn the key roles of Dynamics NAV partner and the roles within your customer's organization Create configuration packages and perform data migration Explore Microsoft Dynamics 365 Business Central to use Dynamics NAV 2018 functionalities in the Cloud Book Description Microsoft Dynamics Business Central is a full business solution suite and a complete ERP solution, which contains a robust set of development tools; these tools can help you to gain control over your business and can simplify supply chains, manufacturing, and operations. Implementing Microsoft Dynamics 365 Business Central On-Premise covers the latest features of Dynamics Business Central and NAV from the end users' and developers' perspectives. It also provides an insight into different tools available for implementation, whether it's a new installation or migrating from the previous version of Dynamics NAV. This book will take you from an introduction to Dynamics NAV 2018 through to exploring all the techniques related to implementation and migration. You will also learn to expand functionalities within your existing Microsoft Dynamics NAV installation, perform data analysis, and implement free third-party add-ons to your existing installation. As you progress through the book, you will learn to work with third-party add-on tools. In the concluding chapters, you will explore Dynamics 365 Business Central, the new Cloud solution based on the Microsoft NAV platform, and techniques for using Docker and Sandbox to develop applications. By the end of the book, you will have gained a deep understanding of the key components for successful Dynamics NAV implementation for an organization. What you will learn Explore new features introduced in Microsoft Dynamics NAV 2018 Migrate to Microsoft Dynamics NAV 2018 from previous versions Learn abstract techniques for data analysis, reporting, and debugging Install, configure, and use additional tools for business intelligence, document management, and reporting Discover Dynamics 365 Business Central and several other Microsoft services Utilize different tools to develop applications for Business Central Who this book is for Implementing Microsoft Dynamics 365 Business Central On-Premise is for Dynamics NAV partners and end users who want to know everything about Dynamics NAV implementation. This book is for you if you want to be a project manager or get involved with Dynamics NAV, but do not have the expertise to write code yourself. This book can also help you to understand the need to move to Business Central and its advantages. |
| dynamics crm licensing guide: Beginning PowerApps Tim Leung, 2017-11-27 Build mobile apps that specifically target your company’s unique business needs, with the same ease of writing a simple spreadsheet! With this book, you will build business apps designed to work with your company's systems and databases, without having to enlist the expertise of costly, professionally trained software developers. In Beginning PowerApps, author and business applications expert Tim Leung guides you step-by-step through the process of building your own mobile app. He assumes no technical background, although if you have worked with Excel, you are one step closer. He guides you through scenarios, such as what to do if you have existing databases with complex data structures and how to write screens that can connect to those data. You will come away with an understanding of how to set up screen navigation, manipulate data from within apps, and write solutions to perform specific tasks. What You'll Learn Connect with data Write formulas Visualize your data through charts Work with global positioning systems (GPS) Build flows Import and export data Manage offline scenarios Develop custom application programming interfaces (API) Who This Book Is For Beginners and non-developers, and assumes no prior knowledge of PowerApps |
| dynamics crm licensing guide: Introducing Windows 10 for IT Professionals Ed Bott, 2016-02-18 Get a head start evaluating Windows 10--with technical insights from award-winning journalist and Windows expert Ed Bott. This guide introduces new features and capabilities, providing a practical, high-level overview for IT professionals ready to begin deployment planning now. This edition was written after the release of Windows 10 version 1511 in November 2015 and includes all of its enterprise-focused features. The goal of this book is to help you sort out what’s new in Windows 10, with a special emphasis on features that are different from the Windows versions you and your organization are using today, starting with an overview of the operating system, describing the many changes to the user experience, and diving deep into deployment and management tools where it’s necessary. |
| dynamics crm licensing guide: Enterprise Cloud Strategy Barry Briggs, Eduardo Kassner, 2016-01-07 How do you start? How should you build a plan for cloud migration for your entire portfolio? How will your organization be affected by these changes? This book, based on real-world cloud experiences by enterprise IT teams, seeks to provide the answers to these questions. Here, you’ll see what makes the cloud so compelling to enterprises; with which applications you should start your cloud journey; how your organization will change, and how skill sets will evolve; how to measure progress; how to think about security, compliance, and business buy-in; and how to exploit the ever-growing feature set that the cloud offers to gain strategic and competitive advantage. |
| dynamics crm licensing guide: CRM in der Public Cloud Michael Möhring, Barbara Keller, Rainer Schmidt, 2017-09-19 Dieses essential stellt fundiert und praxisorientiert die Grundlagen von CRM in der Public Cloud dar. Das Autoren-Team gibt einen grundlegenden Einblick in das Cloud-Computing basierte Customer Relation Management und zeigt auf, welche Faktoren die Kombination der beiden beeinflussen. Sie erfahren, wie ein Public-Cloud-CRM-System eingeführt werden kann, worauf dabei zu achten ist und welche Systeme schon existieren. |
| dynamics crm licensing guide: Mastering Microsoft Dynamics 365 Business Central Stefano Demiliani, Duilio Tacconi, 2024-03-19 Utilize Microsoft Dynamics 365 Business Central's most recent capabilities to create bespoke business management solutions using best practices learned along the way from veterans in the industry. Purchase of the print or Kindle book includes a free PDF eBook Key Features Extend Business Central's functionalities through Azure, Power Platform, GitHub, and custom extensions Unlock the potential of data exchange and functionality expansion by integrating with external systems using APIs and OData Build reliable, maintainable, and continuously improving solutions while writing performant, well-structured code and using telemetries and DevOps Book DescriptionThis book dives straight into guiding you through the process of building real-world solutions with the AL language and Visual Studio Code. It emphasizes best practices and extensibility patterns to ensure your extensions are well-structured, maintainable, and meet the needs of modern businesses. You'll learn advanced AL techniques, report creation methods, debugging strategies, and how to leverage telemetries for monitoring. Additionally, it covers performance optimization practices and API integration to help you create efficient and interconnected solutions. With a focus on extension development, this new edition allows you to jump right into coding without spending time on setup processes. This book introduces new chapters covering essential tasks that Business Central developers frequently encounter, such as file handling and printing management. Finally, the book expands its scope by including chapters on various integration aspects, including VS Code extensions, GitHub DevOps, Azure services, and Power Platform integrations. We’ll wrap up by covering Copilot capabilities in Business Central and how you can create your own generative AI copilots. By mastering these concepts and techniques, you'll be well-equipped to create powerful and customized solutions that extend the capabilities of Dynamics 365 Business Central.What you will learn Developing a customized solution for Dynamics 365 Business Central Writing performant code following extensibility patterns Handling reporting, files, and printing on a cloud environment Handling Business Central telemetries with Azure Writing APIs and integrations for Dynamics 365 Business Central Applying DevOps and CI/CD to development projects by using GitHub Integrating Business Central with Power Platform Publishing your solutions to AppSource marketplace Manage Copilot capabilities and create your own generative AI copilot Who this book is for This book is intended for new developers who want to get started with Dynamics 365 Business Central. Professionals with expertise will also benefit from this book by enhancing their knowledge and comprehension of Dynamics 365 Business Central development platform and best practices |
| dynamics crm licensing guide: Building ERP Solutions with Microsoft Dynamics NAV Stefano Demiliani, 2017-03-22 Create real-world enterprise solutions with NAV, Cloud, and the Microsoft stack About This Book Integrate NAV with various offerings of the Microsoft stack to create enterprise-ready and service-oriented solutions Use Power BI and Universal Windows Platform for effective data analysis and real-time tracking with NAV Discover the services offered by Microsoft Azure and implement them in different industries using real-world case scenarios Who This Book Is For This book is for NAV developers and solution architects who need to implement real-world enterprise solutions based on Microsoft Dynamics NAV. Knowledge of the NAV programming language (C/AL) and C# language is recommended. Knowledge of ASP.NET and Visual Studio development would help, but is not necessary. What You Will Learn Configure NAV Web Services and create external applications with Visual Studio, .NET, and .NET Core Solve technical architectural problems by implementing enterprise solutions with NAV Develop applications and solutions with Microsoft Dynamics NAV and the Microsoft technology stack Create a Power BI dashboard for rich reporting and NAV data analysis Find out how to transmit your device location from a UWP application to NAV in order to implement a distributed solution for managing couriers in a sales company Make the most of Microsoft Azure and its services Create enterprise solutions with NAV by using Azure App Service Use Azure Service Bus for managing distributed NAV applications In Detail Implementing Microsoft Dynamics NAV in the real world often requires you to integrate the ERP with external applications or solve complex architectural tasks in order to have a final successful project. This book will show you how to extend a Microsoft Dynamics NAV installation to the enterprise world in a practical way. The book starts with an introduction to Microsoft Dynamics NAV architecture and then moves on to advanced topics related to implementing real-world solutions based on NAV and external applications. You will learn how an enterprise distributed architecture with NAV at the core can be implemented. Through a series of real-world cases on every topic and every industry (sales, retail, manufacturing, distribution, healthcare, and so on), you'll see step by step how to efficiently solve a technical problem. These common problems encountered in a NAV implementation will be solved using the entire technology stack that Microsoft offers. By the end of the book, you will have the knowledge to efficiently solve certain scenarios, you will know which is the best solution architecture to propose to a customer and how to implement it. Style and approach Taking you through a variety of real-world use cases, the book will show you step by step all you need to know to tackle these problems and give you creative ideas to implement in related problems you might come across in the real world. |
| dynamics crm licensing guide: Think Twice Michael J. Mauboussin, 2012-11-06 No matter your field, industry, or specialty, as a leader you make a series of crucial decisions every single day. And the harsh truth is that the majority of decisions—no matter how good the intentions behind them—are mismanaged, resulting in a huge toll on organizations, the people they employ, and even the people they serve. So why is it so hard to make sound decisions? In Think Twice, now in paperback, Michael Mauboussin argues that we often fall victim to simplified mental routines that prevent us from coping with the complex realities inherent in important judgment calls. Yet these cognitive errors are preventable. In this engaging book, Mauboussin shows us how to recognize and avoid common mental missteps. These include misunderstanding cause-and-effect linkages, not considering enough alternative possibilities in making a decision, and relying too much on experts. Through vivid stories, the author presents memorable rules for avoiding each error and explains how to recognize when you should “think twice”—questioning your reasoning and adopting decision-making strategies that are far more effective, even if they seem counterintuitive. Armed with this awareness, you'll soon begin making sounder judgment calls that benefit (rather than hurt) your organization. |
| dynamics crm licensing guide: Microsoft Certified Azure Fundamentals All-in-One Exam Guide (Exam AZ-900) Jack Hyman, 2021-08-27 A highly effective, integrated self-study system for the Microsoft Azure Fundamentals exam Prepare for the current version of the Microsoft Azure Fundamentals exam using the detailed information contained in this test preparation guide. Written by a cloud computing expert and experienced author, the book contains accurate practice questions, step-by-step exercises, and special elements that aid in learning and reinforce retention. Microsoft Certified Azure Fundamentals All-in-One Exam Guide (Exam AZ-900) features in-depth coverage of every topic on the challenging exam. You will explore core Azure services, security, compliance, and trust. Fulfilling the promise of the All-in-One series, the guide serves as both a test preparation tool and an on-the-job reference for risk and compliance professionals. •100% coverage of all objectives for the Microsoft Azure Fundamentals exam •Contains hands-on exercises and practical use cases for Microsoft Azure •Online content includes practice exam software with 120 questions |
| dynamics crm licensing guide: Dynamics AX David Weiner, 2006-11-05 * Covers the A-to-Z of Axapta in 300 pages * Author is the world’s leading Axapta expert * Provides essential guidance to a fast-growing community currently deprived of suitable documentation and training |
| dynamics crm licensing guide: Customizing Dynamics 365 Sanjaya Yapa, 2019-04-10 Gain an understanding of basic and advanced customizations in Dynamics 365 and learn how they can be effectively used to implement simple business requirements. This is a practical book for developers that explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development. Customizing Dynamics 365 starts by explaining the business requirements of the example application, which will explain the platform features, and discussing why Dynamics 365 is the ideal platform for the solution. Next, you will set up your development environment and use the different customizations of the platform to implement the basic business requirements of the example application. Further, you will automate the business process and create advanced customizations with plugins and custom workflow activities. Towards the end you will learn more about Azure integration, reports and dashboards, portal development, and data migration techniques, which will help you select the best option for a particular scenario. After reading this book you will be able to develop solutions with Dynamic 365 by understanding the various features and customizations of the platform. What You Will LearnChoose the right customizations and configurations to meet end-user requirements Use Azure features with Dynamics 365 to implement complex business scenarios Understand the importance of using source control for Dynamics 365 customizations Discover new trends with Dynamics 365 mobility Who This Book Is For Dynamics 365 developers, consultants, and architects. |
| dynamics crm licensing guide: Basics of Ecosystem Dynamics Cybellium, Welcome to the forefront of knowledge with Cybellium, your trusted partner in mastering the cutting-edge fields of IT, Artificial Intelligence, Cyber Security, Business, Economics and Science. Designed for professionals, students, and enthusiasts alike, our comprehensive books empower you to stay ahead in a rapidly evolving digital world. * Expert Insights: Our books provide deep, actionable insights that bridge the gap between theory and practical application. * Up-to-Date Content: Stay current with the latest advancements, trends, and best practices in IT, Al, Cybersecurity, Business, Economics and Science. Each guide is regularly updated to reflect the newest developments and challenges. * Comprehensive Coverage: Whether you're a beginner or an advanced learner, Cybellium books cover a wide range of topics, from foundational principles to specialized knowledge, tailored to your level of expertise. Become part of a global network of learners and professionals who trust Cybellium to guide their educational journey. www.cybellium.com |
| dynamics crm licensing guide: Windows To Go Joli Ballew, 2016-08-08 Find out how to use, manage, deploy, and secure Windows To Go, the ultimate mobile edition of Windows 10, designed to boot directly from a USB stick. This book shows you how to use your Windows To Go drive to work at home and on the move and access local and network resources from anywhere. Readers responsible for deploying Windows To Go drives will also learn how to plan for, provision, deploy, and manage Windows To Go devices in the workplace in order to create an effective mobility solution for their users. A Windows To Go drive can be booted on any PC that meets the Windows 7 or later certification requirements, regardless of the operating system running on that PC. What You'll Learn: Understand how Windows To Go differs from a typical Windows installation on a desktop Meet the necessary hardware and software requirements for Windows To Go Boot your Windows To Go drive Use Windows To Go, at home and on the road Plan and deploy Windows To Go in the workplace Secure and protect Windows To Go drives Who This Book Is For: End users and IT professionals |
| dynamics crm licensing guide: Empowering Organizations with Power Virtual Agents Nicolae Tarla, 2021-08-13 Unleash the capabilities of Power Virtual Agents to provide actionable insights to your customers and employees using automated chatbot solutions Key FeaturesProvide instant customer support on your webpages using Power Virtual AgentsDiscover tips and techniques for the governance, administration, and deployment of chatbotsBuild conversational solutions for your web apps, public portals, and Teams environmentBook Description Power Virtual Agents is a set of technologies released under the Power Platform umbrella by Microsoft. It allows non-developers to create solutions to automate customer interactions and provide services using a conversational interface, thus relieving the pressure on front-line staff providing this kind of support. Empowering Organizations with Power Virtual Agents is a guide to building chatbots that can be deployed to handle front desk services without having to write code. The book takes a scenario-based approach to implementing bot services and automation to serve employees in the organization and external customers. You will uncover the features available in Power Virtual Agents for creating bots that can be integrated into an organization's public site as well as specific web pages. Next, you will understand how to build bots and integrate them within the Teams environment for internal users. As you progress, you will explore complete examples for implementing automated agents (bots) that can be deployed on sites for interacting with external customers. By the end of this Power Virtual Agents chatbot book, you will have implemented several scenarios to serve external client requests for information, created scenarios to help internal users retrieve relevant information, and processed these in an automated conversational manner. What you will learnGet to grips with Power Virtual Agents and understand the license requirement for using itDeploy bots on public websites or web pagesCreate conversational solutions for your organization using Microsoft TeamsExplore best practices for governance that are essential for implementing Power Virtual AgentsExplore different business scenarios for implementing Power Virtual AgentsUnderstand the integration between Power Virtual Agents and Microsoft Power PlatformWho this book is for This book is for organization representatives looking to automate processes, relieve the first-contact workload of their front-line agents, and provide actionable results to employees and customers. Business professionals, citizen developers, and functional consultants will also find this book helpful. Familiarity with the Modern Workplace and the Dynamics 365 family of products will be useful. Beginner-level knowledge of Power Platform and its main modules will assist with understanding the concepts covered in the book more effectively. |
| dynamics crm licensing guide: Microsoft Dynamics Crm 2011 Scripting Cookbook Nicolae Tarla, 2013-03-26 Microsoft Dynamics CRM 2011 Scripting Cookbook is full of immediately useable recipes showing you how far you can take customization in Dynamics. While the book is structured so that each recipe can be tackled separately, for novice users it is recommended to follow through all the recipes in the order in which they are presented.This book is for those new to Dynamics CRM and for business analysts interested in gaining additional product specific knowledge. Stepping through the first chapters will introduce you to the customization process and give you enough knowledge to start looking into more advanced topics. Developers and web designers of another CRM product will see how their skills can be easily adapted to start customizing Dynamics CRM 2011.You should be familiar with the basic concepts of what a CRM system is and does. Additional knowledge of the current or a previous version of Dynamics CRM will help, but is not necessary. |
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Microsoft Dynamics 365 Licensing Guide
Legacy online customers should refer to the applicable licensing guide for details on their entitlements and use rights, including benefits derived from Dynamics 365 licenses. • …
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Microsoft Dynamics 365 Licensing Guide
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Dynamics 365 Licensing Guide | July 2020 Microsoft Dynamics 365 Licensing Guide July 2020. Dynamics 365 Licensing Guide | July 2020 Table of Contents
