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

Understanding customers

Selecting the audience for your marketing campaign is one of the first decisions you must make when creating a new campaign. The ability to filter and select a subset of customers to contact is essential for your marketing endeavors. Creating targeted messages that increase the success rate of your campaign relies heavily on filtering the target audience. This is done through segmentation. Let's see how.

Managing customer segments

Imagine running an Advanced Find on your Contacts and deciding on a filter for all customers residing in Toronto. Your ADVANCED FIND query would look something like what's shown in the following screenshot:

The idea of segmentation is similar in many ways. Your end result is a subset of Contacts to be targeted by your campaign.

If you navigate to Marketing, then Customers and Segments, you will find a listing of already predefined segments. If this is the first time you're running through a trial or a new instance, this...