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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
Out-of-the-Box Integration Capabilities

The previous chapter walked through the Dynamics 365 platform's capabilities with regard to mapping business capabilities and processes. Such configuration and customization capabilities allow businesses to design and map complex business flows. Leveraging these various configuration capabilities, we cannot only map processes but also trigger actions from cascading processes.

While mapping business processes on the platform is essential for the success of an organization, there are many instances where external data or platforms are used in conjunction with the Dynamics 365 platform to add value. This chapter will focus on the out-of-the-box capabilities of Dynamics 365 to integrate and leverage other platforms in business processes.

The following topics will be covered in this chapter:

  • Configuring email integration
  • Dynamics 365 App...
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