Packt+ | Advance your knowledge in tech

0

Explore Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

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

Product type Paperback

Published in Oct 2020

Publisher Packt

ISBN-13 9781789950243

Length 644 pages

Edition 1st Edition

Tools

Dynamics 365

Concepts

CRM

Author (1):

Nicolae Tarla

View More author details

Table of Contents (20) Chapters

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

Leave a review - let other readers know what you think

Section 4 - Integrations

An independent, non-integrated platform does not have that much value. In this section, we will look at the integration capabilities available, leveraging configuration, Microsoft services, and third-party tools.

This section comprises of the following chapters:

Chapter 11, Out-of-the-Box Integration Capabilities
Chapter 12, Custom Integration Capabilities

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at €18.99/month. Cancel anytime

Authors (1)

Nicolae Tarla

Nicolae Tarla

Nicolae Tarla is an Independent Consultant focused on business transformation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for private and public sectors, at both enterprise and SMB level. With a passion for CRM, he has touched multiple platforms during his career and continues to recommend the best business solutions for clients. He was awarded the Microsoft MVP for four consecutive years. He is actively involved with the leadership team for the local D365UG and participates in organizing the local D365 Saturday events. He continues to share his knowledge through his personal blog and other channels.

See other products by Nicolae Tarla

Other recommended products

Related to this chapter

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Dynamics 365 Application Development

Dynamics 365 Application Development

Microsoft Dynamics 365 CRM is the most trusted name in enterprise-level customer relationship management. The latest version of Dynamics CRM comes with the important addition of exciting features guaranteed to make your life easier. It comes straight off the shelf with a whole new frontier of updated business rules, process enhancements, SDK methods, and other enhancements. This book is a complete guide for all your Dynamics 365 questions and will help you in implementing and designing a solution with real-world scenarios.

Jan 2018 13h 56m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Mastering Microsoft Dynamics 365 Customer Engagement

Mastering Microsoft Dynamics 365 Customer Engagement

Microsoft has introduced a new product based on MS Dynamics CRM named MS Dynamics 365 which consists of 7 components and has extended functionality compared to any other CRM systems. It is equipped to be flexible to meet the needs of businesses. This book provides a comprehensive coverage of Dynamics 365 and helps you make your tasks much simpler.

Feb 2019 19h 4m

Mastering Microsoft Dynamics CRM 2016

Mastering Microsoft Dynamics CRM 2016

Microsoft Dynamics CRM is the most trusted name in the enterprise-level customer relationship management. The latest version of Dynamics CRM 2016 comes with important addition of some exciting features that is guaranteed to make your life easier with Dynamics CRM. This book will give a comprehensive coverage of Dynamics CRM 2016 and help you make your tasks much simpler while elevating you to the level of an expert.

Nov 2017 13h 24m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m

Implementing Microsoft Dynamics 365 Customer Engagement

Implementing Microsoft Dynamics 365 Customer Engagement

Microsoft Dynamics 365 Customer Engagement is the preferred choice of CRM for large businesses. This book is for users, administrators, and consultants who wish to implement Dynamics 365 CE for their businesses. This book will guide you through new features that Dynamics 365 CE has to offer and help you implement them for organizations and clients.

Mar 2020 14h 12m

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively. The book covers topics such as configuring Dataverse, creating Power Apps, managing processes with Power Automate, implementing chatbots, and even integrating Power Platform with other apps.

Dec 2020 21h 36m

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively. The book covers topics such as configuring Dataverse, creating Power Apps, managing processes with Power Automate, implementing chatbots, and even integrating Power Platform with other apps.

Dec 2020 21h 36m

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

Microsoft Power Platform Functional Consultant: PL-200 Exam Guide

This certification guide offers complete, up-to-date coverage of the PL-200 exam so you can prepare effectively. The book covers topics such as configuring Dataverse, creating Power Apps, managing processes with Power Automate, implementing chatbots, and even integrating Power Platform with other apps.

Dec 2020 21h 36m

Personalised recommendations for you

Based on your interests and search pattern

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Pragmatic Microservices with C# and Azure

Pragmatic Microservices with C# and Azure

This book empowers you with in-depth knowledge of microservices architecture using .NET and Azure. Through hands-on tutorials, you'll be able to build, deploy, and manage scalable applications, gaining crucial skills for modern software development.

May 2024 16h 56m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m

Mastering Python Design Patterns

Mastering Python Design Patterns

Unlock the power of design patterns to build maintainable and scalable software and applications using Python. Authored by Python veterans, this book is your guide to mastering design patterns in Python.

May 2024 9h 52m