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

The elements that make up an entity definition

Within a solution, we work with various entities. In Dynamics 365, there are three main entity types:

  • System entities
  • Business entities
  • Custom entities

Each entity is comprised of various attributes, while each attribute is defined as a value with a specific data type. We can think of an entity as a data table. Each row represents an entity record, while each column represents an entity attribute. As with any table, each attribute has specific properties that define its data type.

The system entities in Dynamics 365 are used internally by the application and are not customizable. They also cannot be deleted.

As a system customizer or developer, we will work mainly with Business entities and Custom entities. Business entities are the default entities that come with the application. They are customizable and can be extended as needed. Custom entities are all new entities that are created as part of our system customizations.

Aspects of customizing...