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

Understanding the Customer Service entities

Just like with the Sales Hub app, the Customer Service Hub app contains specific Service entities, as well as shared entities. These Service-specific entities are as follows:

  • Cases
  • Queues
  • Services
  • Scheduling
  • Knowledge Articles

We'll look at these entities in detail in the subsequent sections.

Cases

The Case entity represents an incident or a ticket that's been logged in the system as it relates to a customer. The system users create Cases to track a request, problem, or question from an existing customer. This entity is also the central point for tracking all future communications and actions that are performed while handling the request until completion.

Cases can also be automatically created from communication coming over email, or through integration with other systems.

The Cases that are tracked in the system can be in one of the following states:

  • In Progress
  • Resolved
  • Canceled

The following screenshot shows a new Case form...