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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

Throughout this chapter, we looked at some of the most important elements comprising the Microsoft Dynamics 365 platform. We have reviewed the standard modules that form the default Dynamics 365 platform: Sales, Customer Service, Project Service Automation, Field Service, and Marketing. We also looked at the major components of the modules and how they relate to a specific module or work across multiple modules. We looked at entities and what an entity is in the context of Dynamics 365, and we reviewed dashboards, reports, and the default navigation throughout the application.

At this point, we should have an understanding of how everything ties together and what to look for when we need to customize a system.

The next chapters will take you into more detail regarding the individual app modules and each module's target audience and functionality.

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