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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

Creating Power Apps

Power Apps provides more than just the capability to create no-/low-code apps. The entire suite of business apps is comprised of four main components.

CDS is the data platform. It serves as the backend data store for multiple applications, including Dynamics 365. It includes several predefined entities representing tables in the database. As time progresses, more and more applications start to leverage the same common data store, resulting in fewer synchronizations between applications, less integration work, and no need to define a specific source of truth.

Portals is the newest feature added, where we now can create public websites, with support for various authentication mechanisms, as well as present CDS data. We will be looking at Portals in detail in a later part of this chapter.

Canvas apps are custom applications created based on a specific user experience. They are typically very visual, with excellent support for various mobile platforms. These applications...

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