Fundamentals of CRM with Dynamics 365 and Power Platform: Enhance your customer relationship management

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Tag: Database/SQL


Posted on 2020-11-22, by nokia241186.

Description


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English | 2020 | ISBN-13 : 978-1789950243 | 642 Pages | True (PDF, EPUB, MOBI) | 146.67 MB



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 Features

Discover impressive Dynamics 365 features to transform your business and increase productivity
Leverage the platform's extensibility to meet your organizational needs
Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities

Book Description

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.
What you will learn

Get to grips with Power Platform for building and enhancing Dynamics 365 apps
Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms
Discover how you can customize existing entities and create new ones
Explore various security features and grant users access to CRM data and functions
Find out which CRM attributes are used to automate operations with programming
Use internal and external social data to help users to make informed decisions

Who this book is for

This 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 Contents

Getting Started with Dynamics 365
Dynamics 365 Platform Structure
Dynamics 365 Sales Application
Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Project Service Automation
Dynamics 365 for marketing
Dynamics 365 customer engagement and the power platform
Customizing Dynamics 365
Building better business functionality
Out of the box integration capabilities
Custom integration capabilities
Core Administration Concepts
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