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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

Exploring the modular concept

In order for Microsoft to be able to deliver on the new modular concept, the platform has been redesigned around a new structural approach. At the core of the platform, we have CDM. CDM is a metadata-driven layer that simplifies data integration and sharing across various apps and platforms by providing a set of common data entities. This allows consistency across all apps and platforms and simplifies integration to other platforms and products.

CDM provides a set of standard core entities, the most common of which are these:

  • Account
  • Contact
  • Activity
  • Owner
  • Currency
  • Task

These entities are leveraged in the various Dynamics 365 modules, as well as the Talent application for HR and other accelerators. Partners and ISVs also use these entities, along with their own custom entities, when building new solutions for their platforms.

CDM's value comes from its ability to provide consistency in both a structural and semantic way for all integrated apps. Furthermore...

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