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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

Understanding Sales-specific entities

Sales-specific entities are entities that are used mainly within the Sales module. Some of these include Leads, Opportunities, and Competitors, as well as additional collateral entities such as Quotes, Orders, Invoices, Products, and Sales Literature. Another set of entities directly related to Sales module includes Goals and Goal Metrics, which are used to track sales performance.

When customizing the system, the scope of each of the existing entities can be changed simply by modifying the navigation and its associations. For example, a new entity can be made accessible only through a specific application, or an entity from one application can be surfaced in another.

Furthermore, a custom application can be created to either reduce the navigational scope for specific user roles or to surface elements from multiple applications into a single, unified interface.

Now, let's look at some of the entities that support the Sales application.

Leads

...
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