Microsoft Dynamics 365 For Dummies

Introduction 1 Who Should Buy This Book 1 About This Book 2 Part 1: Doing Great Things with Microsoft Dynamics 365 2 Part 2: Customer Engagement (formerly Dynamics CRM Online) 2 Part 3: Business Central ERP (formerly Dynamics NAV) 2 Part 4: Finance and Operations ERP (formerly Dynamics AX) 3 Part 5: The Part of Tens 3 Foolish Assumptions 3 Icons Used in This Book 3 Beyond the Book 4 Part 1: Doing Great Things with Microsoft Dynamics 365 5 Chapter 1: Floating on a Secure Cloud 7 Getting Under the Dynamics 365 Umbrella 9 Gaining a little historical perspective 10 Reading the roadmap for Microsoft ERP and CRM 12 Asking what’s in the Dynamics 365 “sausage” 13 Standardizing the tools and terminology 15 Transitioning to the Cloud 16 Understanding the difference between hosted client/server and true SaaS 17 Migrating from Dynamics GP or SL to Dynamics 365 19 Migrating from Dynamics CRM or CRM Online to Dynamics 365 21 Migrating from Dynamics AX to Dynamics 365 Enterprise edition 22 Migrating from Dynamics NAV to Dynamics 365 Business edition 23 Chapter 2: Extending Your Reach with Office 365 25 Working with the Admin Center 25 Managing users 26 Purchasing and managing subscriptions 28 Setting the password expiration 31 Integrating Dynamics 365 with Outlook Email 32 Adding the Excel Add-In for Finance and Operations 37 Organizing Documents with SharePoint and OneDrive 40 Messaging with Skype for Business 45 Chapter 3: Powering Up Your Business Intelligence 49 A Little Pre-History 50 Exploring Data through Power BI 51 Installing Power BI Desktop 54 Connecting to Dynamics 365 with Power BI Desktop 55 Connecting to a file 56 Connecting to a SQL View 56 Connecting to Dynamics 365 57 Connecting Power BI to Business Central 57 Connecting Power BI to Finance and Operations 59 Harnessing the Power of Apps and Content Packs 63 Embedding Dashboards in Dynamics 365 65 Chapter 4: Extending Dynamics 365 with PowerApps 67 Providing Power to Your People with PowerApps 68 Finding out whether PowerApps is right for you 70 Making external PowerApps connections 72 Adding an Option set 74 Adding a data connection 76 Making your app your own with App Settings 78 Connecting PowerApps to Dynamics 365 79 Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365 83 Setting Up Basic Workflows Using Microsoft Flow 84 Grasping the Relationship Between Document Management and Workflow 87 Seeing How Microsoft Does ECM 88 Understanding Workflow in the ERP and CRM Realms 89 Considering your workflow options in Dynamics 365 90 Comprehending the Microsoft Flow advantage 94 Part 2: Customer Engagement (Formerly Dynamics Crm Online) 97 Chapter 6: Turning Relationships into Revenue with Sales 99 Understanding CRM-Related Terms 99 Navigating the Navigation Bar 103 Working with Leads, Accounts, and Contacts 105 Leading the way with leads 107 Working with accounts 110 Connecting with contacts 111 Tracking Opportunities 114 Creating Quotes, Orders and Invoices 116 Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service 117 Knowing Your Way Around Dynamics 365 for Customer Service 118 Users 119 Accounts 120 Contacts 120 Cases 120 Posts and notes 121 Activities 121 Tasks 121 Queues 123 Views 123 Working with Cases 125 Finding a case 125 Adding a new case 127 Annotating an existing case 129 Taking action on an existing case 130 Adding knowledge articles (KB records) 132 Relating a case to other information 133 Gaining Control with Dynamics 365 for Customer Service Dashboards 135 Chapter 8: Profiting from Project Service Automation 137 Categorizing Project Software 139 Avoiding complicated project accounting 141 Rules of thumb for selecting project software in Dynamics 365 143 Knowing Your Way around Dynamics 365 for Project Service Automation 144 Connecting remotely with the Project Service Hub 146 Getting familiar with the components of Project Service Automation 147 Recognizing the importance of planning the setup of Project Service 148 Chapter 9: Creating and Nurturing Leads with Marketing 153 Connecting Marketing to Sales 154 Escaping the Doldrums of Drab Emails and Boring Web Pages 156 Using templates to get up to speed quickly 157 Segmenting your contacts for marketing and subscription lists 158 Adding a static marketing segment 159 Listening to the Voice of the Customer 161 Dashing Off to Marketing Dashboards 164 Configuring Advanced Settings in Dynamics 365 for Marketing 164 Chapter 10: Going Mobile with Field Service 167 Assessing Microsoft’s FSM Competitors 169 Taking the Back-office ERP into Consideration 170 Getting Acquainted with the Key Components of Dynamics 365 for Field Service 171 Living the Dream of Efficient Field Service: The Work Order Lifecycle 174 Configuring Administrative Settings for Dynamics 365 for Field Service 175 Working with Work Orders 177 Adding a Customer Asset 179 Transferring Inventory 180 Part 3: Business Central Erp (Formerly Dynamics Nav) 183 Chapter 11: Accounting for Your Business with Business Central 185 Getting to Know the Interface 188 Making Your Way Around the Home Screen 189 Setting Up the Books 191 Adding accounts to the chart of accounts 192 Defining G/L account categories 194 Specifying bank accounts 196 Entering Sales Quotes 198 Creating Sales Orders and Invoices 200 Creating Sales Credit Memos 202 Maintaining Customers 204 Maintaining Vendors 207 Chapter 12: Setting Up Business Central for Optimal Results 211 Migrating from Dynamics NAV to Business Central 213 Navigating in Business Central 215 Searching for screens and reports 215 Navigating by menu 218 Feeling at home in your Role Center 220 Setting Up Business Central 223 Working with manual setup 225 Setting up number series (sequence numbers) 227 Defining number series relationships 229 Managing users and permissions 230 Setting up inventory 233 Part 4: Finance and Operations Erp (Formerly Dynamics Ax) 237 Chapter 13: Going Beyond Crunching Numbers with Financial Management 239 Getting a Bird’s-Eye View of D365O Capabilities 242 Raising the Flag on Microsoft’s Flagship ERP 243 Learning How to Get Around in D365O 246 Navigating with tiles 249 Setting user preferences 250 Harnessing the Power of Financial Dimensions 252 Chapter 14: Becoming a Smooth Operator with Operations 259 Changing Companies 260 Navigating by Module 261 Taking Advantage of Keyboard Shortcuts 263 Taking a Deeper Dive into D365O Capabilities by Module 264 Mastering Master Data in D365O 268 Surveying the vendor record 268 Surveying the customer record 271 Surveying the inventory item (released product) record 273 Using the More Options button 276 Working with List Pages 278 Exporting List Pages to Excel Spreadsheets 281 Chapter 15: Looking Under the Hood (Understanding the D365O Technology) 283 Upgrading from Dynamics AX to Dynamics 365 for Finance and Operations 284 Migrating customizations from over-layering to extensions 285 Rewriting integrations created with AIF 286 Tapping into technology for integrations and data conversions 287 Using a comprehensive design document and a right-sized project plan 289 Personalizing the User Interface 290 Configuring the Global Address Book 297 Creating additional address books 299 Setting global address book default values 299 Creating new party records 300 Transforming Your HR Department with Talent 304 Filing Expense Reports with Expense Management 306 Part 5: The Part of Tens 309 Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365 311 Supercomprehensive Coverage 311 Scalability with Azure 314 Mobile Computing 315 Localization Features 316 Employee Self-Service 318 Common Data Model 321 Team Member License 323 General Data Protection Regulation 323 Unified Interface 324 Categorized and Relevance Search 325 Chapter 17: Ten Dynamic 365 Myths to Dispel 327 Myth 1: Investing in ERP Doesn’t Pay 327 Myth 2: Our ERP Is Too Entrenched 330 Myth 3: ERP Is Too Complex for the Cloud 332 Myth 4: Integrations Are Not Worth It — Just Rekey the Data 333 Myth 5: Software as a Service Is More Expensive than On-Premise 334 Myth 6: The Cloud Is Not Secure Enough for ERP 335 Myth 7: What If the Internet Goes Down 337 Myth 8: I’ll Lose My Data in the Cloud 337 Myth 9: You Won’t Have Control of Your Data 338 Myth 10: Cloud Apps Are Not Customizable 339 Index 341