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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

Summary

Over the course of this chapter, we had a high-level look at the administration areas of Dynamics 365. While this is not an in-depth presentation of all the available administration options, we touched on most of the important administrative aspects and looked at what each area of the administrative section is dedicated to. Grouping administrative options makes for a cleaner user interface and makes it easier to find the relevant sections and features.

This chapter presented just enough information to get you familiar with the various administration options available with Dynamics 365, and showed you where to find each option. For in-depth information about each of the topics covered, refer to the documentation available from Microsoft at https://docs.microsoft.com/en-us/dynamics365/. This documentation describes the available applications and provides information specific to the on-premise version, the Power Platform, and Power Automate.

Over the course of this book, we have...

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