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

Using calculated fields

Calculated fields were introduced with Dynamics CRM 2015. The purpose of these fields is to provide automatically calculated field values based on other existing firm field values. Before version 2015, we used a lot of customization to generate this behavior. In addition, all change requests involved reaching out to the development team again and processing a change request, as well as the associated hoops.

Calculated fields bring the ease and usability found in Excel to Dynamics CRM. The process also does not require a developer anymore, and any Power user with permission to edit the system can create these fields. as well as rollup fields, which will be described next.

To create a calculated field, you create a field in a solution just like you would any other customization. On the Field properties form, look for the calculated or rollup definition. From the dropdown, select + Calculation. Once you make this selection, a rules definition window will pop up, as...