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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

Summary

This chapter has covered the core features of the Dynamics 365 Marketing application. We looked at the functionality around managing and segmenting customers for marketing activities, creating modern and responsive email templates, managing customer journeys, capabilities around leveraging social media, event creation and management, portal capabilities, and the ability to create surveys.

With this knowledge, you can now create and run marketing campaigns and manage modern email templates for various communication needs, as well as entire customer journeys.

In addition, we learned how to leverage Dynamics 365 Marketing to collect customer information through surveys, as well as present and manage events through the use of a public portal. With this knowledge, you are now ready to target your customers in various ways and enhance their experience at each interaction point.

In the next chapter, we'll look at the Power Platform and its overlapping capabilities.

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