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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

Dynamics 365 for Field Service – the Unified Interface app

With the move to the new app model, we now find the Field Service applications in the App drawer. These are new apps built on the Unified Interface. The following screenshot shows the App drawer with several applications you have access to, depending on user roles and permissions. You might see more or other applications than what is presented in the following screenshot. In this list, we find the Field Service and the Resource Scheduling application. These are two separate scenarios we will look at during this chapter.

Note that, at the bottom of each tile, you have an indication of the interface being used. The tiles marked with UNIFIED INTERFACE are the new modern applications, as seen here:

Navigate from the app drawer to the Field Service app.

The core entity around this module is Bookings. Hence, once you open this app, you can navigate to the Scheduling section and find the Bookings option. Once you select it, you...

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