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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

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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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
Dynamics 365 Platform Structure

The first chapter of this book focused on getting us going on this journey, reviewing the components that make up the Dynamics 365 platform, the various deployment models available, and online deployment locations, as well as walking you through the process to create a trial instance.

At this point, it is assumed that your 30-day trial of Dynamics 365 for Sales is up and running and you can easily follow and execute the concepts described in this book.

In this chapter, we're shifting our focus to the platform structure. There have been some changes with the move to Dynamics 365. Where before, in Dynamics CRM, we used to have one complete monolithic application that included Sales, Service, and Marketing, the updated platform now follows a more modular model.

This chapter focuses on the following topics:

  • Experiencing the platform evolution
  • ...
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