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

Supporting entities in Field Service

To capture the bigger picture, some additional entities are necessary. These include customer assets, and inventory and purchasing, as described in the following sub-sections. These additional entities store information relevant to the functionality of the Field Service, and help glue the data together with processes, providing a clear picture of what is being used, when is it used, what is available to provide the best service, and so on.

Let's look at these in more detail in the forthcoming sections.

Customer assets

Customer assets are the serviceable elements located at a client's premises. These can include products our organization has sold and deployed to a customer, or products the customer has engaged us to maintain. The following screenshot shows the listing of assets, as found in the Field Service app, under the Assets category:

Tracking customer assets is a very important aspect of providing the best service to our customers....