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

Exploring the solution package

When talking about customizations for Microsoft Dynamics 365, one of the most important concepts is the solution package. The solution package is a container for all customizations. This packaging method allows customizers to export customizations and reimport them into other environments, as well as group-specific sets of customizations by business functionality or project cycle. Managing solutions is an aspect that should not be taken lightly because, down the road, a properly designed solution packaging model can help a lot or create difficulties.

As mentioned previously, solutions are used to pack a set of features together. They are used to extend the core functionality of the platform through grouped sets of features.

Solutions that contain only Dynamics 365-specific configuration or features can be imported directly into Dynamics 365 using the default solution management framework and the interface provided. For complex solutions that contain both...