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

Presenting data to the user

Entity views and charts are essential components to be used when presenting data to users. While views are more data-oriented, charts tend to be more visual, and are used more in the overall analysis of data. To bring these elements together, dashboards are used to present the final aggregations of views and charts.

We'll look at these components in detail in the subsequent sections.

Views

Entity views are queries that are saved against system data. These queries apply filters to the present subsets of data as needed. Views also contain formatting details regarding how the data will be displayed, their columns, and their order. Views can be defined programmatically or in XML. When using XML, the views can be exported, modified, and reimported back into Dynamics 365. You can export an entity using an unmanaged solution, modify the entity properties in the XML definition file, and then repackage and reimport the solution into your organization.

An entity...