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

Summary

Throughout this chapter, we looked at some of the most important elements that comprise the Microsoft Dynamics 365 Customer Service offering. We reviewed the Customer Service Hub options, areas, and its functionality. We also looked at the main entities that make up this application, as well as the other components that glue together the separate parts to create a comprehensive, functional solution.

We finished this chapter by learning how to visualize data through Streams and Tiles, as well as dashboards and reports. We also looked at the application hub and how it brings all the required information together through a friendly user experience.

The next chapter will expand on the standard Customer Service by looking at the Field Service offering. The Dynamics 365 Field Service application presents some similarities to the Customer Service offering we have seen so far, but also provides more robust functionality in order to support organizations that manage field technicians...