Dynamics 365 is a very flexible platform with a multitude of extensibility options. The system can be extended through various methods and components. Third-party solutions can be acquired from Dynamics Marketplace, and internal customizations can be performed, packaged, and exported from one environment to another.
Fundamentals of CRM with Dynamics 365 and Power Platform
By :
Fundamentals of CRM with Dynamics 365 and Power Platform
By:
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.
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Current Title:
Fundamentals of CRM with Dynamics 365 and Power Platform
Table of Contents (20 chapters)
Preface
Section 1 - Platform Structure and Extensibility Capabilities
Free Chapter
Getting Started with Dynamics 365
Dynamics 365 Platform Structure
Section 2 - Default Modules Available with the Platform
Dynamics 365 Sales Application
Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Project Service Automation
Dynamics 365 Marketing
Section 3 - Customization, Configuration, and Extensibility
Dynamics 365 Customer Engagement and Power Platform
Customizing Dynamics 365
Building Better Business Functionality
Section 4 - Integrations
Out-of-the-Box Integration Capabilities
Custom Integration Capabilities
Section 5 - Administration
Core Administration Concepts
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