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Fundamentals of CRM with Dynamics 365 and Power Platform: Enhance your customer relationship management by extending Dynamics 365 using a no-code approach
Explore the latest features of Dynamics 365 and Power Platform’s out-of-the-box tools to build custom business solutions for your organization
Key FeaturesDiscover impressive Dynamics 365 features to transform your business and increase productivityLeverage the platform’s extensibility to meet your organizational needsUnderstand how Power Platform powers Dynamics 365 and enhances its integration capabilitiesBook DescriptionMicrosoft 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.
What you will learnGet to grips with Power Platform for building and enhancing Dynamics 365 appsIntegrate Dynamics 365 CRM with Microsoft 365, Azure, and other platformsDiscover how you can customize existing entities and create new onesExplore various security features and grant users access to CRM data and functionsFind out which CRM attributes are used to automate operations with programmingUse internal and external social data to help users to make informed decisionsWho this book is forThis book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Table of ContentsGetting Started with Dynamics 365Dynamics 365 Platform StructureDynamics 365 Sales ApplicationDynamics 365 Customer ServiceDynamics 365 Field ServiceDynamics 365 Project Service AutomationDynamics 365 for marketingDynamics 365 customer engagement and the power platformCustomizing Dynamics 365Building better business functionalityOut of the box integration capabilitiesCustom integration capabilitiesCore Administration Concepts
Key FeaturesDiscover impressive Dynamics 365 features to transform your business and increase productivityLeverage the platform’s extensibility to meet your organizational needsUnderstand how Power Platform powers Dynamics 365 and enhances its integration capabilitiesBook DescriptionMicrosoft 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.
What you will learnGet to grips with Power Platform for building and enhancing Dynamics 365 appsIntegrate Dynamics 365 CRM with Microsoft 365, Azure, and other platformsDiscover how you can customize existing entities and create new onesExplore various security features and grant users access to CRM data and functionsFind out which CRM attributes are used to automate operations with programmingUse internal and external social data to help users to make informed decisionsWho this book is forThis book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.
Table of ContentsGetting Started with Dynamics 365Dynamics 365 Platform StructureDynamics 365 Sales ApplicationDynamics 365 Customer ServiceDynamics 365 Field ServiceDynamics 365 Project Service AutomationDynamics 365 for marketingDynamics 365 customer engagement and the power platformCustomizing Dynamics 365Building better business functionalityOut of the box integration capabilitiesCustom integration capabilitiesCore Administration Concepts
634 pages, Kindle Edition
Published October 6, 2020
7 people are currently reading
5 people want to read
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Displaying 1 - 2 of 2 reviews
January 26, 2025
📕 Why (Not) to read this book (Target Audience)
Good starting point when looking into Dynamics when moving beyond power apps,
👀 How this book changed my daily live (Takeaways)
One very important aspect of sandbox instances is the fact that, while functionality is maintained on a par with production instances, the database is completely isolated from production.
⁉ Spoiler Alerts (Highlights)
The solution package is a container for all customizations. This packaging method allows customizers to export customizations and reimport them into other environments, as well as group-specific sets of customizations by business functionality or project cycle. Managing solutions is an aspect that should not be taken lightly because, down the road, a properly designed solution packaging model can help a lot or create difficulties.
Good starting point when looking into Dynamics when moving beyond power apps,
👀 How this book changed my daily live (Takeaways)
One very important aspect of sandbox instances is the fact that, while functionality is maintained on a par with production instances, the database is completely isolated from production.
⁉ Spoiler Alerts (Highlights)
The solution package is a container for all customizations. This packaging method allows customizers to export customizations and reimport them into other environments, as well as group-specific sets of customizations by business functionality or project cycle. Managing solutions is an aspect that should not be taken lightly because, down the road, a properly designed solution packaging model can help a lot or create difficulties.
February 5, 2022
Most chapters contain only enumerations of basic features, descriptions of screenshots and links to the official documentation.
Very shallow and definitely not a recommend read.
Very shallow and definitely not a recommend read.
Displaying 1 - 2 of 2 reviews