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

Integrating with Office 365 E3 trial services

Office 365 is offered in a variety of flavors, each including a different set of services. One of the common tiers offered as a trial is the E3. It includes services such as the Office suite, email, document and file management, conferencing and Skype, team sites, and so on.

For additional details on what is included in Office 365 E3, refer to https://products.office.com/en-us/business/office-365-enterprise-e3-business-software.

From your existing Office 365 instance where you created your Dynamics 365 for Sales trial, you can add this additional trial service by going through the following steps:

  1. Start by navigating on the left navigation area to BILLING | Purchase services.
  2. Find the Office apps and services section and scroll to find the Office 365 Enterprise E3 selection. Click on it:
  1. On the page that opens, click the Get free trial button to add this trial to your existing instance:
  1. You will be asked to provide a valid mobile number for validation. A text message will be sent with a validation code. Once you complete the wizard, you will be asked to confirm your selection. Click the Try now button to activate this trial:
  1. And with that, all the additional services associated with the Office 365 Enterprise E3 services will be enabled and associated with your existing instance. To confirm, look at the expanded Billing section in the Admin center and select Products & services. You should see both trials listed with the available licenses:

Now we can configure all of the default integrations that should be available. We will look at those tasks in some of the future chapters.