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

Exploring the Dynamics 365 for Customer Service app

With the move to the new app model, we have several separate applications we can purchase and deploy independently of others. We looked at the Sales application in the previous chapter, so now, we'll focus our attention on the Customer Service application.

As an organization, once you have made a sale, you aren't done – you're nowhere close. Now that you've built a customer base through selling products and services directly to people or other businesses, the challenge becomes how you help those customers with various issues and how you keep them happy. This translates to repeated business sales, and free advertising through word of mouth and recommendations.

Dynamics 365 Customer Service

The Microsoft Dynamics 365 for Customer Service module facilitates your support team when dealing with issues that arise from your customer's challenges. These can be in various forms, including product or service issues...