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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Leveraging Power Apps Portals

Power Apps Portals, or Portals for short, is a relatively new feature added in 2019. At the time of writing, this feature is still in preview, but for those that have used the CRM Portal features, it should look familiar.

Basically, we now have the same portal functionality that has been available in Dynamics 365 brought over to the masses in Power Apps. This opens a new world of possibilities, by allowing us to create applications leveraging CDS and exposed to the public through a simple-to-implement portal.

This tool is also targeted at makers – non-developers. Applications with an external-facing website can be exposed to non-organization users, leveraging various identity mechanisms or anonymously. The Content Management System (CMS) features of the portal, along with the ability to leverage the other Power Apps tools, now allows the easy creation of various low- to medium-complexity apps with no developer experience needed. A very powerful feature...

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