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

Summary

Throughout this chapter, we looked at some of the options available for integrating various platforms and data across applications. We started our journey with a look at Flow, as part of the renamed and extended Power Automate platform. We then looked at Azure Logic Apps and its similarities with Power Automate. Finally, we looked at the PowerApps Data Integrator and its ability to move data across platforms.

At this point, we should have a good understanding of the available integration options. We now know that Power Automate provides low-code/no-code integration options, while Azure Logic Apps provides a more developer-focused approach. Now, we also understand that, with the Power Platform, Microsoft is providing data integration capabilities based on provided and configurable templates for the Dynamics family.

In the next and final chapter in our journey, we will look at the administration capabilities of Dynamics 365.