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

When to use SLAs and the timer control

This functionality in Dynamics 365 allows us to define the level of support and commitment to respect this agreement. SLAs allow us to track performance for client services in accordance with set expectations. We can define measurable metrics to push to the service team, as well as timely warnings with regard to various support scenarios.

In Dynamics 365, SLAs work in conjunction with entitlements if need be. Alternatively, SLAs can be defined across an organization. When used with entitlements, we define various levels of entitlements for groups of customers. These entitlements define the related SLAs, and all services and interactions with these customers are regulated through these new SLAs.

One simple example is to define company XYZ Inc. as a Gold-level customer. Our Gold-level customers receive special treatment. Their inquiries and requests must be fully addressed within a time frame of 24 hours. Thus, XYZ Inc. is entitled to this. A representative...