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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

Understanding CDS

CDS is a relatively new paradigm created by Microsoft. It describes a storage mechanism for data in the cloud. This data is to be used and shared across multiple business applications.

CDS is currently at the core of Dynamics 365. The entire former CRM stack, now comprising of separate applications for Sales, Customer Service, Marketing, Field Service, and PSA, share the same CDS.

Within CDS, data is stored in a set of entities. From a programming perspective, you can think of comparing it to classes. Each entity represents an object type. Some common entities are Account, Contact, Lead, and so on.

You can think of entities as tables in a database or sheets in an Excel spreadsheet. The entity defines the model, the columns of the table. The individual records make up the data stored in these entities.

While CDS includes some standard entities that are typically used and shared across multiple applications, you can always create your new custom entities.

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