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• Cover
• Introduction
• Who Should Buy This Book
• About This Book
• Foolish Assumptions
• Icons Used in This Book
• Beyond the Book
• Part 1: Doing Great Things with Microsoft Dynamics 365
• Chapter 1: Floating on a Secure Cloud
• Getting Under the Dynamics 365 Umbrella
• Transitioning to the Cloud
• Chapter 2: Extending Your Reach with Office 365
• Working with the Admin Center
• Integrating Dynamics 365 with Outlook Email
• Adding the Excel Add-In for Finance and Operations
• Organizing Documents with SharePoint and OneDrive
• Messaging with Skype for Business
• Chapter 3: Powering Up Your Business Intelligence
• A Little Pre-History
• Exploring Data through Power BI
• Installing Power BI Desktop
• Connecting to Dynamics 365 with Power BI Desktop
• Harnessing the Power of Apps and Content Packs
• Embedding Dashboards in Dynamics 365
• Chapter 4: Extending Dynamics 365 with PowerApps
• Providing Power to Your People with PowerApps
• Connecting PowerApps to Dynamics 365
• Chapter 5: Going with the Microsoft Flow to Enhance Dynamics 365
• Setting Up Basic Workflows Using Microsoft Flow
• Grasping the Relationship Between Document Management and Workflow
• Seeing How Microsoft Does ECM
• Understanding Workflow in the ERP and CRM Realms
• Part 2: Customer Engagement (formerly Dynamics CRM Online)
• Chapter 6: Turning Relationships into Revenue with Sales
• Understanding CRM-Related Terms
• Navigating the Navigation Bar
• Working with Leads, Accounts, and Contacts
• Tracking Opportunities
• Creating Quotes, Orders and Invoices
• Chapter 7: Connecting with Customers Anytime, Anywhere with Customer Service
• Knowing Your Way Around Dynamics 365 for Customer Service
• Working with Cases
• Gaining Control with Dynamics 365 for Customer Service Dashboards
• Chapter 8: Profiting from Project Service Automation
• Categorizing Project Software
• Knowing Your Way around Dynamics 365 for Project Service Automation
• Chapter 9: Creating and Nurturing Leads with Marketing
• Connecting Marketing to Sales
• Escaping the Doldrums of Drab Emails and Boring Web Pages
• Listening to the Voice of the Customer
• Dashing Off to Marketing Dashboards
• Configuring Advanced Settings in Dynamics 365 for Marketing
• Chapter 10: Going Mobile with Field Ser vice
• Assessing Microsoft’s FSM Competitors
• Taking the Back-office ERP into Consideration
• Getting Acquainted with the Key Components of Dynamics 365 for Field Service
• Living the Dream of Efficient Field Service: The Work Order Lifecycle
• Configuring Administrative Settings for Dynamics 365 for Field Service
• Working with Work Orders
• Adding a Customer Asset
• Transferring Inventory
• Part 3: Business Central ERP (formerly Dynamics NAV)
• Chapter 11: Accounting for Your Business with Business Central
• Getting to Know the Interface
• Making Your Way Around the Home Screen
• Setting Up the Books
• Entering Sales Quotes
• Creating Sales Orders and Invoices
• Creating Sales Credit Memos
• Maintaining Customers
• Maintaining Vendors
• Chapter 12: Setting Up Business Central for Optimal Results
• Migrating from Dynamics NAV to Business Central
• Navigating in Business Central
• Setting Up Business Central
• Part 4: Finance and Operations ERP (formerly Dynamics AX)
• Chapter 13: Going Beyond Crunching Numbers with Financial Management
• Getting a Bird’s-Eye View of D365O Capabilities
• Raising the Flag on Microsoft’s Flagship ERP
• Learning How to Get Around in D365O
• Harnessing the Power of Financial Dimensions
• Chapter 14: Becoming a Smooth Operator with Operations
• Changing Companies
• Navigating by Module
• Taking Advantage of Keyboard Shortcuts
• Taking a Deeper Dive into D365O Capabilities by Module
• Mastering Master Data in D365O
• Using the More Options button
• Working with List Pages
• Exporting List Pages to Excel Spreadsheets
• Chapter 15: Looking Under the Hood (Understanding the D365O Technology)
• Upgrading from Dynamics AX to Dynamics 365 for Finance and Operations
• Personalizing the User Interface
• Configuring the Global Address Book
• Transforming Your HR Department with Talent
• Filing Expense Reports with Expense Management
• Part 5: The Part of Tens
• Chapter 16: The Ten Most Exciting Capabilities of Dynamics 365
• Supercomprehensive Coverage
• Scalability with Azure
• Mobile Computing
• Localization Features
• Employee Self-Service
• Common Data Model
• Team Member License
• General Data Protection Regulation
• Unified Interface
• Categorized and Relevance Search
• Chapter 17: Ten Dynamic 365 Myths to Dispel
• Myth 1: Investing in ERP Doesn’t Pay
• Myth 2: Our ERP Is Too Entrenched
• Myth 3: ERP Is Too Complex for the Cloud
• Myth 4: Integrations Are Not Worth It — Just Rekey the Data
• Myth 5: Software as a Service Is More Expensive than On-Premise
• Myth 6: The Cloud Is Not Secure Enough for ERP
• Myth 7: What If the Internet Goes Down
• Myth 8: I’ll Lose My Data in the Cloud
• Myth 9: You Won’t Have Control of Your Data
• Myth 10: Cloud Apps Are Not Customizable
• Index
• About the Author
• Advertisement Page
• Connect with Dummies
• End User License Agreement