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

Taking advantage of rollup fields

In the same category as calculated fields is rollup fields. Generating this type of field is quite like adding calculated fields. The purpose of rollup fields is to aggregate data from multiple child records. This addition is extremely helpful as it reduces a lot of previous code complexity when performing such actions. An example is calculating the number of closed opportunities in the last 6 months. In the previous version of Dynamics 365, before rollup fields were available, this scenario was handled by a developer creating this functionality custom through code. Now, this can be replaced with simple customization.

Adding a rollup field is an option made available to only certain field data types. The ones that do not accept rollup fields are as follows:

  • Single Line of Text
  • Option Set
  • Two Options
  • Image
  • Floating Point Number
  • Multiple Lines of Text
  • Lookup

Selecting a data type that supports rollup fields allows us to set the field type as rollup, as...