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
Dynamics 365 Field Service

In the previous chapter, we focused our attention on the customer service functionality available with Microsoft Dynamics 365 Customer Engagement. This time, we will move on to the Field Service offering.

We've so far seen the Sales app, where we enroll customers by selling them existing products and services, as well as the Customer Service app, where we provide the necessary support to our existing customers over the phone or in the form of knowledge base articles. This is a remote type of support, based primarily on the customer participating actively in fixing existing issues with a product or a service offered.

The Dynamics 365 for Field Service app shifts focus to delivering on-site customer support. This serves situations where, for example, for an internet provider, a technician needs to be sent to a customer to install a modem or fix connectivity...