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 Azure Logic Apps for enterprises

As we saw previously, Power Automate is a good option for integrating certain scenarios. But for true enterprise scenarios, a more robust toolset is needed. This is where Azure Logic Apps comes into play.

Sharing similar inner workings to Power Automate, Azure Logic Apps allows for both no-code and code-based integrations. The tool allows true developers to create robust solutions, with full source control support. There are certainly simpler scenarios that can be ported directly between the two platforms, but you will soon reach the threshold where you will be forced to choose one path over the other. We'll discuss such scenarios in the subsequent sections.

Logic Apps and Power Automate – similar but different

Let's begin by looking at some of their similarities. To an extent, the user interface and the ability to build integrations is quite similar. The following screenshot shows how the Logic Apps Designer interface is quite...