更新时间：2021-07-02 12:52:48
coverpage
Title Page
Copyright and Credits
Mastering Microsoft Dynamics 365 Customer Engagement Second Edition
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Contributors
About the author
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Preface
Who this book is for
What this book covers
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Download the example code files
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Conventions used
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Section 1: Introduction to Sales Service and Marketing Modules with a Unified User Interface
Working with Sales
The stages of the sales process
Entities in Dynamics 365
Case studies
Scenario 1
Scenario 2
Scenario 3
Summary
Working with Service
Entities in the Service module
The Customer Service Hub
Scenario 1 – configuration of the Customer Service Hub
A walkthrough of the Customer Service Hub
The TIMELINE tab
The RELATED tab
Working with Marketing
Contents of the Marketing module
The structure of the Marketing module
The marketing list
Creating a marketing list
Campaigns
Quick campaigns
Understanding the New Unified User Interface
An overview of Dynamics 365 Hub
Accessing Hubs in Dynamics 365
Adding Sales and the Customer Service Hub in Dynamics 365
Creating a Unified Interface
New UI updates in Unified Interface
Understanding the Sales Hub in Dynamics 365
Understanding the Customer Service Hub
Section 2: Understanding Customization and App Design
Designing Unified Interface Apps
Scenario
Resolving the scenario
Creating the Vendor custom entity
Product management
Creating the Vendor Management application
Creating applications from existing solutions and site maps
Managing security roles
Creating new views in the Vendor Management application
Showing a default welcome page
Customization Enhancements in Dynamics 365
New enhancements in Dynamics 365
New attribute type – MultiSelect Option Set
Custom grid controls in Dynamics 365
Scenario 4
Business Process Flows and Rules in Dynamics 365
Key components
Key changes
Creating a business rule
Scenario walkthrough
Business process flows
Attributes
Creating a business process flow
Section 3: Development Enhancements and Code Improvements in Dynamics 365
Client-Side Scripting
