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 Marketing

As per the name, the Marketing application handles generating and looking after leads. Through its direct connection to the Sales application, leads are captured, nurtured, and converted into sales. Process automation, as well as AI-driven intelligence and insights, allow for better and faster decisions.

There are several core business processes handled by the application:

  • Modern and robust email marketing with support for graphical email templates
  • Personalized interactive customer journeys
  • Organizing and marketing events
  • Leveraging LinkedIn for business prospects
  • Core marketing functionality

We'll tackle each of these aspects throughout this chapter.

At the time of this writing, the Marketing application is at version 1. This version has received multiple incremental updates, making it a robust and feature-rich solution. Being built from scratch on the new Unified Interface, the user experience is greatly enhanced, taking advantage of all the visual...