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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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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

What this book covers

Chapter 1, Getting Started with Dynamics 365, presents you with an introduction to the platform, an overview of the cloud offering model, and the steps to create your first free trial instance.

Chapter 2, Dynamics 365 Platform Structure, delves into the platform structure and core capabilities and introduces you to the core concepts around finding your way through the various functional applications.

Chapter 3, Dynamics 365 Sales Application, introduces you to the Sales application and its available features.

Chapter 4, Dynamics 365 Customer Service, moves on to the Customer Service application, introducing you to its intended purpose.

Chapter 5, Dynamics 365 Field Service, looks at the Field Service application and its set of services available to users.

Chapter 6, Dynamics 365 Project Service Automation, tackles the Project Service Automation (PSA) application and feature set.

Chapter 7, Dynamics 365 Marketing, presents the application and features released with the new Marketing offering.

Chapter 8, Dynamics 365 Customer Engagement and Power Platform, looks at how the Power Platform powers the core functionality for the various Dynamics 365 applications.

Chapter 9, Customizing Dynamics 365, assumes that once you are familiar with the existing applications offered, you will want to either extend these applications to fit your specific business needs or create entirely new applications.

Chapter 10, Building Better Business Functionality, builds on the concepts learned so far, and looks at automating business needs, making for better user experience and closer alignment with existing business processes.

Chapter 11, Out-of-the Box Integration Capabilities, looks at the configurable integration options. The platform leverages a set of adjacent services for extended features and functionality.

Chapter 12, Custom Integration Capabilities, builds on the concept that a well-integrated platform presents more value. It looks at various integration options, allowing direct integration with other external and third-party solutions.

Chapter 13, Core Administration Concepts, presents an overview of the most common administrative options available for a well-tuned solution.

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