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Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft. Dynamics 365 evolves the current CRM and ERP cloud solutions into one cloud service with new purpose-built apps to help manage specific business functions, including: Financials, Field Service, Sales, Operations, Marketing, Project Service Automation and Customer Service.
Business edition: For small and medium
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Microsoft Dynamics 365 is a powerful tool for creating and distributing marketing communications to customers and prospective customers. Process of Marketing starts with Planning the Campaign. After this marketing list(s) are attached to the Campaign. Marketing Activities according the Campaign as well as overall budget of Campaign is defined. Execute the campaign by making a call, sending an email or whatever is required for that particular campaign. If a customer responds it is considered as
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Microsoft Dynamics 365 for Financials:
Home Page is customized according to the role assigned to the logged in user. Some common roles are Business Manager, Accountant, Project Manager, Security Admin, etc. Home Page of Dynamics 365 Financials include Widgets, Purchases, Sales, Incoming Documents, Time Sheets, Quick view of balance, Power BI integration option, Charts, Account information, Reports, etc. Widgets can be customized by setting threshold, parameters. Also you can define which
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Types of Security:
1. Role Based: Focuses on grouping a set of privileges together that describe the responsibilities (or tasks that can be performed) for a user. Types of security roles are Global (gives a user access to all records in the organization), Deep (gives a user access to records in the user's business unit and all business units subordinate to the user's business unit), Local (gives a user access to records in the user's business unit), Basic (gives a user access to records that
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Workflows allow for simple or complex automation of tasks within Dynamics 365 that can make an incredible difference to an organization. Workflows can be created at Stage level and Step level. Stages make the workflow logic easier to read, and explain the workflow logic. Steps are a unit of business logic within a workflow.
There are several actions that a workflow process can perform. Like Create Record (Creates a new record for an entity and assigns values you choose to attributes), Update