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Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform

By : Nicolae Tarla
4.3 (3)
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Fundamentals of CRM with Dynamics 365 and Power Platform

Fundamentals of CRM with Dynamics 365 and Power Platform

4.3 (3)
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)
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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 alternatives for dialogs

Dialogs were one of the common customizations applied to Dynamics 365 to guide a user through specific steps. They were commonly used in call center scenarios, where a fixed script must be followed while interacting with a customer, and data is being captured at each step.

They are still available in the current version of Dynamics 365 but have been marked as deprecated. This means that no new functionality will be added, and they will be removed from the platform in a future version. With that being said, there are many organizations still using this functionality, and time is allowed for these customers to upgrade to the new functionality.

A dialog is a type of process used to create an interactive data entry form that guides the user step by step through a scenario. This process relies on continuous user interaction and requires user input to run through to completion.

A dialog presents the user with an interface that's similar to a wizard. The user...

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Fundamentals of CRM with Dynamics 365 and Power Platform
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