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 saw several aspects as they relate to the Dynamics 365 for Field Service offering.

We started with a look at the classical web interface, which will be deprecated soon, before moving on to the new Unified Interface applications. We saw the two distinct applications available, the Field Service app and the Resource Scheduling app, both accessible from the app drawer.

We looked at three distinct scenarios: the creation of a work order, the scheduling of a work order, and the handling of a work order by a field technician on a mobile device

Finally, we looked at how inventory and purchases are tracked, as part of maintaining the necessary stock of parts for performing service at the customer sites.

The next chapter moves on and looks at the next app available. This is the Dynamics 365 for Project Service.