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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 Customer Service

In the previous chapter, we focused our attention on the Sales functionality available within Microsoft Dynamics 365. In this chapter, we will start looking at the Customer Service functionality.

At this point, you should be familiar with creating a trial instance, and you should already have a new Sales instance created. This brings a set of core functional entities and components with it. We need to add the Customer Service functionality and see what it is all about.

In this chapter, we will cover the following topics since they relate to the Customer Service functionality:

  • The functionality of the Customer Service application
  • The Customer Service Hub
  • The specific entities and processes that support the Customer Service application

By the end of this chapter, you will be familiar with the Customer Service application's functionality, as...

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