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

Dynamics 365 application elements

Dynamics 365 comprises a few standard elements working together to achieve the system's functionality. These include (but are not limited to) the elements we will be covering in the following sections.

Modular design

As seen earlier in this chapter, modules are groups of functionalities that serve a specific business scope. The standard modules in the previous versions provided by Microsoft include Sales, Service, and Marketing. Since then, new modules have been added, as we've seen previously.

This modularity has been driven by the need to provide a unified model for partners and ISVs to further extend the platform with custom functionality. Microsoft took the first step by not only providing modular capabilities to the platform but also redesigning its original application to take advantage of this new model. Hence, now all modules leveraging the Unified Interface are built to leverage the new modular model.

Entities

Entities are containers...