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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 Field Service

In the previous chapter, we focused our attention on the customer service functionality available with Microsoft Dynamics 365 Customer Engagement. This time, we will move on to the Field Service offering.

We've so far seen the Sales app, where we enroll customers by selling them existing products and services, as well as the Customer Service app, where we provide the necessary support to our existing customers over the phone or in the form of knowledge base articles. This is a remote type of support, based primarily on the customer participating actively in fixing existing issues with a product or a service offered.

The Dynamics 365 for Field Service app shifts focus to delivering on-site customer support. This serves situations where, for example, for an internet provider, a technician needs to be sent to a customer to install a modem or fix connectivity...

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