Book Image

Fundamentals of CRM with Dynamics 365 and Power Platform

By : Nicolae Tarla
Book Image

Fundamentals of CRM with Dynamics 365 and Power Platform

By: Nicolae Tarla

Overview of this book

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.
Table of Contents (20 chapters)
1
Section 1 - Platform Structure and Extensibility Capabilities
4
Section 2 - Default Modules Available with the Platform
10
Section 3 - Customization, Configuration, and Extensibility
14
Section 4 - Integrations
17
Section 5 - Administration
Dynamics 365 Customer Engagement and Power Platform

In the previous chapters, we looked at the various applications available for Dynamics 365 Customer Engagement. These include Sales, Customer Service, Field Service, Project Service Automation (PSA), and the new Marketing applications. Often enough, though, we tackle a new project that falls outside of these applications. Yes, it might integrate with one or more of these applications, leveraging some or all of the functionality, but the scope is so different that it does not fall within any of these functional offerings. Back in the day, we used to call this xRM, where x stands for anything – for example, Member Relationship Management (MRM) solutions, or other very specialized solutions.

With the evolution of the cloud and the total revamp of the Dynamics platform, we now have what’s called the Power Platform....