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

Leveraging Excel

Dynamics 365's tight integration with the Office suite of applications has always been one of the strengths of this platform. Each new version is built on top of existing features, thus adding new ways to interact with it. This brings the tools closer to the platform and makes the platform a core service for client applications.

The modern Dynamics 365 platform now leverages even more Office features, with the ability to tightly work with Office 365 and, in particular, Excel.

While we had the ability to export data to Excel for further analysis and have the data ready to be reimported in a blink of an eye, with the tight integration with Office 365, now, client applications can be substituted by their online versions. For details on online apps, see the main Office landing page at https://www.office.com/.

With these capabilities, we can render Excel data directly in a record in Microsoft Dynamics 365. When working with Excel, instead of spending time and clicks switching...