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

Comparing canvas versus model-driven apps

As mentioned, from a user experience perspective, the two main categories of apps that can be created by leveraging Power Apps are canvas apps and model-driven apps. Fundamentally, these application models are quite different from each other, and they apply to different scenarios. It is also possible to mix canvas and model-driven apps and incorporate a canvas app into a model-driven app, for example.

While a model-driven app is focused primarily on the data, while keeping a somewhat standard visualization, a canvas app allows creativity to take over to create visually appealing user experiences.

In the subsequent section, we will see how to create canvas apps and model-driven apps.

Creating a canvas app

Canvas apps are applications built in a very visual manner, like designing a PowerPoint presentation deck. Each app page is a slide in your deck, and you can skip between various pages based on links or rules on each page or controls.

Canvas...