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  • Book Overview & Buying Fundamentals of CRM with Dynamics 365 and Power Platform
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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
Buy this Book

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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Preface
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Preface
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Who this book is for
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What this book covers
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To get the most out of this book
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Get in touch
1
Section 1 - Platform Structure and Extensibility Capabilities
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Section 1 - Platform Structure and Extensibility Capabilities
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2
Getting Started with Dynamics 365
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Getting Started with Dynamics 365
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Understanding what Dynamics 365 really is
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Global data center locations for Dynamics CRM Online
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Customizing Dynamics 365
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Opening a free 30-day trial of Dynamics 365 for Sales
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Configuring a domain name for your environment
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Integrating with Office 365 E3 trial services
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Summary
3
Dynamics 365 Platform Structure
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Dynamics 365 Platform Structure
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Experiencing the platform evolution
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Modularity for everyone
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Dynamics 365 application elements
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The extensibility options
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Understanding platform navigation
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Exploring the modular concept
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Summary
4
Section 2 - Default Modules Available with the Platform
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Section 2 - Default Modules Available with the Platform
5
Dynamics 365 Sales Application
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Dynamics 365 Sales Application
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Reviewing the Dynamics 365 Sales app
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Understanding Sales-specific entities
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Standard Sales processes
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Reviewing Sales dashboards
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Leveraging Sales reports
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Marketing features
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Summary
6
Dynamics 365 Customer Service
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Dynamics 365 Customer Service
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Exploring the Dynamics 365 for Customer Service app
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Understanding the Customer Service entities
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Understanding Service Processes
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Understanding the Customer Service dashboards
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Service Reports
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Summary
7
Dynamics 365 Field Service
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Dynamics 365 Field Service
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Solution features of Dynamics 365 for Field Service
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Dynamics 365 for Field Service – the classical web UI
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Dynamics 365 for Field Service – the Unified Interface app
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Understanding core entities in Field Service
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Handling scenarios in Field Service
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Working with agreements
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Supporting entities in Field Service
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Other supporting integration scenarios
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Summary
8
Dynamics 365 Project Service Automation
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Dynamics 365 Project Service Automation
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Overview of Dynamics 365 Project Service Automation
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Understanding the PSA core entities
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Understanding Project Service Automation scenarios
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Summary
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Dynamics 365 Marketing
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Dynamics 365 Marketing
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Dynamics 365 for Marketing
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Understanding the core marketing entities
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Understanding customers
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Marketing execution
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Event management
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Internet marketing
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Creating and managing Surveys
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Summary
10
Section 3 - Customization, Configuration, and Extensibility
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Section 3 - Customization, Configuration, and Extensibility
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Dynamics 365 Customer Engagement and Power Platform
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Dynamics 365 Customer Engagement and Power Platform
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Understanding the Power Apps way
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Users/personas leveraging Power Apps
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Creating Power Apps
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Comparing canvas versus model-driven apps
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Understanding CDS
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Leveraging Power Apps Portals
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Leveraging Microsoft Power Automate flows
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Summary
12
Customizing Dynamics 365
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Customizing Dynamics 365
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Exploring the solution package
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The elements that make up an entity definition
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Business versus custom entities
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Extending entities
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Recording images
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Quickly viewing and creating entity forms
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Presenting data to the user
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Defining entity relationship types
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Working with composite fields
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Using calculated fields
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Taking advantage of rollup fields
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When to use SLAs and the timer control
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Enabling geolocation and mapping
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Creating a new solution package scenario
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Summary
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Building Better Business Functionality
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Building Better Business Functionality
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Understanding processes
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Using alternatives for dialogs
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Learning about workflows
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Using actions
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Using business rules
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Learning about Business Process Flows
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Leveraging Excel
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Learning about document templates
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Document generation templates
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Leveraging search correctly
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Summary
14
Section 4 - Integrations
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Section 4 - Integrations
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Out-of-the-Box Integration Capabilities
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Out-of-the-Box Integration Capabilities
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Configuring email integration
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Configuring server-based SharePoint integration
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Configuring OneDrive for Business
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Integrating OneNote
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Leveraging virtual entities to present external data
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Leveraging Sales Insights features
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LinkedIn Sales Navigator
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Summary
16
Custom Integration Capabilities
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Custom Integration Capabilities
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Using Power Automate
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Leveraging Azure Logic Apps for enterprises
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Leveraging the Power Apps Data Integration service
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Summary
17
Section 5 - Administration
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Section 5 - Administration
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Core Administration Concepts
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Core Administration Concepts
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Introducing the Settings area
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Exploring the Settings area
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Leveraging a unified experience
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Managing users scenario
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Summary
19
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Other Books You May Enjoy

If you enjoyed this book, you may be interested in these other books by Packt:

Implementing Microsoft Dynamics 365 Customer Engagement
Mahender Pal

ISBN: 978-1-83855-687-7

  • Explore the new features of Microsoft Dynamics 365 CE
  • Understand various project management methodologies, such as Agile, Waterfall, and DevOps
  • Customize Dynamics 365 CE to meet your business requirements
  • Integrate Dynamics 365 with other applications, such as PowerApps, Power Automate, and Power BI
  • Convert client requirements into functional designs
  • Extend Dynamics 365 functionality using web resources, custom logic, and client-side and server-side code
  • Discover different techniques for writing and executing test cases
  • Understand various data migration options to import data from legacy systems

Mastering Microsoft Dynamics 365 Business Central
Stefano Demiliani, Duilio Tacconi

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Fundamentals of CRM with Dynamics 365 and Power Platform
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