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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 Service Processes

With a default Dynamics 365 for Customer Service deployment, for the Service app, we only get one predefined business process flow. This is known as Phone to Case Process.

The business process flow for Phone to Case Process looks as follows:

For those familiar with the previous versions of the business process flow editor, observe the updated and more streamlined card-like approach to the design. This is a much more visual and intuitive way to design complex business process flows.

This process lives on the Case entity and handles the standard approach to solving Cases through three predefined stages.

This business process flow, which was created in the preceding wizard, will display on a new case form like so:

To maximize the screen real estate, the entire business process flow is collapsed, and each stage opens its details in a hovering window. This makes it much more clear from a usability standpoint.

In addition, you can expand each BPF stage as a...

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