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

Exploring the Settings area

The Settings page is now structured in 10 main groupings of configurable options. Underneath each heading, you can see the main configurable options for the respective categories. This description is not always a complete listing of all the options, and you will need to expand each category to gain access to the full set of configurable settings.

Let’s look at each area separately and understand what the available configurable options are.

Product

The Product configuration area is structured around four main categories, as shown in the following screenshot:

Let's look at each of the options available in the Product configuration area in the subsequent sections.

Behavior

The Behavior area includes generic settings that apply across the environment. Some of these were covered in the System Settings area in the old interface, and include the items shown in the following screenshot:

Here, we define basic behaviors, such as whether auto save is enabled...