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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 Power Automate

With the rebranding taking place in 2019 Wave 2 release, Microsoft Flow is now Power Automate. It remains part of the Power Platform, alongside Power Apps, Power BI, and Power Virtual Agents. It is meant to work alongside Common Data Service (CDS) and Common Data Model (CDM), as well as a multitude of other applications. A rich set of out-of-the-box connectors allows this integration. We can also create new custom connectors as needed, for platforms that are not in the list of existing connectors.

The following screenshot shows some of the available connectors:

First, let's understand what Power Automate (Flow) is.

Power Automate – Flow reborn

Power Automate allows us to boost productivity by automating mundane organizational processes. In a way, if you are familiar with IF This Then That (IFTTT), which has been around for a very long time, there are many similarities. You create the if/then processes in a simple visual interface. The main difference...

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