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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 business rules

Business rules were introduced with Dynamics CRM 2013 to assist Power users in creating validation rules without any coding skills. As such, this is a very powerful feature that's been added to the system customizer's toolbox.

Lots of customizations include various validation rules. From field-level validation to showing or hiding form fields based on values selected in other fields, business rules allow Power users to implement a variety of rules in a pseudocode format. No code is required as the whole creation of business rules is wizard-based.

While this is a step in the right direction, business rules will not replace JScript completely. For complex validations and the implementation of complicated rules, you will find that certain limitations will still require a JScript developer to be involved.

The main difference between workflows and business rules is the location where the process runs. Business rules are primarily meant as client-side logic, and...

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