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
Out-of-the-Box Integration Capabilities

The previous chapter walked through the Dynamics 365 platform's capabilities with regard to mapping business capabilities and processes. Such configuration and customization capabilities allow businesses to design and map complex business flows. Leveraging these various configuration capabilities, we cannot only map processes but also trigger actions from cascading processes.

While mapping business processes on the platform is essential for the success of an organization, there are many instances where external data or platforms are used in conjunction with the Dynamics 365 platform to add value. This chapter will focus on the out-of-the-box capabilities of Dynamics 365 to integrate and leverage other platforms in business processes.

The following topics will be covered in this chapter:

  • Configuring email integration
  • Dynamics 365 App...