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

Leveraging Sales reports

A default installation of Dynamics 365 Sales will include a set of reports to get you started. There are reports for each application, as well as general reports that span across data from multiple applications.

When working with reports, in most cases, you will end up customizing your own reports. The default ones that are provided are presented as guidance, but they can, on certain occasions, be useful with no customization.

The standard reports revolve around Accounts and Contacts, as well as Activities, Leads, Sales History, and Sales Pipelines.

The Dynamics 365 platform allows us to report on data in various ways. Starting from aggregated and filtered data presented in views, and continuing with charts, dashboards, and wizard-driven reports, the platform capabilities are quite extensive. Add to that the ability to export to Excel and perform further analysis or use Dynamics 365 Sales data as a data source for Power BI, and suddenly you can start creating...