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

In this chapter, we looked at how to create a new free trial environment for Dynamics 365 for Sales.

We also learned how to add an Office 365 Enterprise E3 trial to our current Dynamics 365 trial in order to leverage the services that are available with the Office 365 service. This allows us to configure additional integration points; we'll be looking at these in future chapters.

We looked at the various geographical locations in which this service is hosted in Microsoft data centers and how it is served to various geographies. We learned that, while you should have your instance created in the closest geographical location for better performance, there are situations where you might want to deploy to a different location, or even to multiple locations for global organizations. That is a much more complex scenario and could involve different deployments and real-time synchronization of data.

The next chapter delves into the platform structure. We will look at the standard modules available with the platform, the elements that are available for customization, and their relationship to each module and each other.