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

Creating Power Apps

Power Apps provides more than just the capability to create no-/low-code apps. The entire suite of business apps is comprised of four main components.

CDS is the data platform. It serves as the backend data store for multiple applications, including Dynamics 365. It includes several predefined entities representing tables in the database. As time progresses, more and more applications start to leverage the same common data store, resulting in fewer synchronizations between applications, less integration work, and no need to define a specific source of truth.

Portals is the newest feature added, where we now can create public websites, with support for various authentication mechanisms, as well as present CDS data. We will be looking at Portals in detail in a later part of this chapter.

Canvas apps are custom applications created based on a specific user experience. They are typically very visual, with excellent support for various mobile platforms. These applications...