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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

Reviewing the Dynamics 365 Sales app

With the move to the new app model, Microsoft has separated the various functional modules into distinct applications, available for purchase in a modular way. At its core, the Sales application focuses on the capabilities of building relationships with prospects and customers:

  • The ability to close sales faster
  • Track progress and interactions with customers
  • Have an overall view of all customer activities
  • Interactions within your organization

The Microsoft Dynamics 365 for Sales module facilitates sales teams in managing leads and opportunities, as well as closing these opportunities in a shorter, more orderly fashion. It helps to increase the opportunity success rate.

From the standard application drawer, which presents the various applications available to a user, we will find Sales Hub, as shown in the following screenshot:

Sales Hub is the core application that handles the Sales functionality and is your starting point when working with the platform...

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