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

Reviewing the Dynamics 365 Sales app

With the move to the new app model, Microsoft has separated the various functional modules into distinct applications, available for purchase in a modular way. At its core, the Sales application focuses on the capabilities of building relationships with prospects and customers:

  • The ability to close sales faster
  • Track progress and interactions with customers
  • Have an overall view of all customer activities
  • Interactions within your organization

The Microsoft Dynamics 365 for Sales module facilitates sales teams in managing leads and opportunities, as well as closing these opportunities in a shorter, more orderly fashion. It helps to increase the opportunity success rate.

From the standard application drawer, which presents the various applications available to a user, we will find Sales Hub, as shown in the following screenshot:

Sales Hub is the core application that handles the Sales functionality and is your starting point when working with the platform...