Search icon CANCEL
Arrow left icon
Explore Products
Best Sellers
New Releases
Books
Videos
Audiobooks
Learning Hub
Conferences
Free Learning
Arrow right icon
Arrow up icon
GO TO TOP
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

Arrow left icon
Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
Arrow right icon
Author (1):
Arrow left icon
Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
Arrow right icon
View More author details
Toc

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

Using Power Automate

With the rebranding taking place in 2019 Wave 2 release, Microsoft Flow is now Power Automate. It remains part of the Power Platform, alongside Power Apps, Power BI, and Power Virtual Agents. It is meant to work alongside Common Data Service (CDS) and Common Data Model (CDM), as well as a multitude of other applications. A rich set of out-of-the-box connectors allows this integration. We can also create new custom connectors as needed, for platforms that are not in the list of existing connectors.

The following screenshot shows some of the available connectors:

First, let's understand what Power Automate (Flow) is.

Power Automate – Flow reborn

Power Automate allows us to boost productivity by automating mundane organizational processes. In a way, if you are familiar with IF This Then That (IFTTT), which has been around for a very long time, there are many similarities. You create the if/then processes in a simple visual interface. The main difference...

lock icon 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
Renews at €18.99/month. Cancel anytime