Fundamentals of CRM with dynamics 365 and power platform : enhance your customer relationship management by extending dynamics 365 using a no-code approach /
by Tarla, Nicolae
- 1st. ed.
- Birmingham : Packt Publishing, Limited, 2020
- 1 online resource (ix, 629, pages) : color illustrations.
https://portal.igpublish.com/iglibrary/ is required to read this e-book.
Includes bibliographical references and index
Part I. Platform structure and extensibility capabilities -- 1. Getting started with dynamics 365 -- 2. Dynamics 365 platform structure -- II. Default modules available with the platform -- III. Dynamics 365 sales application -- 4. Dynamics 365 customer service -- 5. Dynamics 365 field service -- 6. Dynamics 365 project service automation -- 7. Dynamics 365 marketing -- III. Customization, configuration, and extensibility -- 8. Dynamics 365 customer engagement and power platform -- 9. Customizing dynamics 365 -- 10. Building better business functionality -- IV. Integrations -- 11. Out-of-the-box integration capabilities -- 12. Custom integration capabilities -- V. Administration -- 13. Core administration concepts
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.
9781789950243 (e-book)
Customer relations-- Management--Computer programs Management information systems