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

Enabling geolocation and mapping

Geolocation has been available for a few versions now. While not greatly popular, out of the box, we can map elements on a Bing map. We can, for example, map the locations of various offices and warehouses for a client, or extend the mapping capabilities to show the location of all customers in a specific serviced area. There are, however, a few small configurations required to enable it.

To use this feature in Microsoft Dynamics 365, you must enable it from System Settings. Some previous versions had this enabled by default, which caused additional customization requirements to hide it when not in use.

Navigate to Settings | Administration | System Settings. Scroll down on the General tab until you find the Enable Bing Maps section. Set Enable Bing Maps to Yes:

Once enabled, check which address fields it is using. For the out-of-the-box account, for example, Address 1 is used as the source:

Make sure that, when using this feature, the required licensing...