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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

Leveraging a unified experience

As part of the move to the unified experience, the entire administration is now moving under the control of the Power Platform Admin center. This creates a centralized location where multiple settings can be grouped together. Multiple environments within the same tenant can be managed together from the same interface, along with features handling Data integration and Data gateways, various Data policies, Analytics, and the new Help and support center. All of the Admin centers are also accessible from this interface. The following screenshot shows this interface:

A listing of all of the environments can be shown by selecting the Environments option in the left navigation bar as shown in the following screenshot:

By expanding the Analytics area, we can look at a summary dashboard, as shown in the following screenshot:

Selecting the Storage capacity tab shows us the usage by the environment.

The Common Data Service area shows various dashboards describing...

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