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

Customizing Dynamics 365

First and foremost, in order to follow through with the information presented in this book, you will need an instance of Dynamics 365 Online. The following sections will describe in detail how you can obtain a 30-day trial instance.

In addition, in order to subscribe to a 30-day trial, you will need a Microsoft account (formerly called a Live account) or an existing Office 365 account if you will be associating this trial with your organization. You can obtain a Microsoft account by going to https://signup.live.com/.

The Create account page presents you with a sign-up form. In the username area, click on the Get a new email address link to create a new address:

At the time of writing, you have a choice of outlook.com or hotmail.com for your newly created email address. The selected username is validated, as it must be unique.

Once your account is created, you will be logged into your new account and will see the welcome email. At this point, you can use this account to create your 30-day trial for Dynamics 365 Online.

If you do have an existing Microsoft account, you do not need to create a new one. You can create multiple trials for both Dynamics 365 Online and Office 365.

While this book will not provide step-by-step instructions to be followed, it is strongly recommended that you have an environment available to supplement the material you will be reading and to familiarize yourself with the platform. In order to minimize the footprint and allow everybody to start quickly, I have opted to present all the topics based on a Dynamics 365 for Sales Online 30-day trial organization in the next section.