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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
Customizing Dynamics 365

In previous chapters, we looked at the various applications available in Dynamics 365 Customer Engagement. The platform includes features for Sales, Customer Service, Field Service, Project Service Automation (PSA), and the new Marketing applications. Usually, though, we tackle a new project that falls outside of these applications. Yes, it might integrate with one or more of these applications, leveraging some or all of their functionality, but the scope is so different that it does not fall within any of these functional offerings. Or maybe we just need to extend one of the existing applications with new functionality and modify its existing functionality – who knows?

In any case, having the ability to modify, configure, and customize the platform is what makes it so much more valuable. You can think of Dynamics 365 as a rapid development platform...

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