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 for Field Service – the Unified Interface app

With the move to the new app model, we now find the Field Service applications in the App drawer. These are new apps built on the Unified Interface. The following screenshot shows the App drawer with several applications you have access to, depending on user roles and permissions. You might see more or other applications than what is presented in the following screenshot. In this list, we find the Field Service and the Resource Scheduling application. These are two separate scenarios we will look at during this chapter.

Note that, at the bottom of each tile, you have an indication of the interface being used. The tiles marked with UNIFIED INTERFACE are the new modern applications, as seen here:

Navigate from the app drawer to the Field Service app.

The core entity around this module is Bookings. Hence, once you open this app, you can navigate to the Scheduling section and find the Bookings option. Once you select it, you...