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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

Presenting data to the user

Entity views and charts are essential components to be used when presenting data to users. While views are more data-oriented, charts tend to be more visual, and are used more in the overall analysis of data. To bring these elements together, dashboards are used to present the final aggregations of views and charts.

We'll look at these components in detail in the subsequent sections.

Views

Entity views are queries that are saved against system data. These queries apply filters to the present subsets of data as needed. Views also contain formatting details regarding how the data will be displayed, their columns, and their order. Views can be defined programmatically or in XML. When using XML, the views can be exported, modified, and reimported back into Dynamics 365. You can export an entity using an unmanaged solution, modify the entity properties in the XML definition file, and then repackage and reimport the solution into your organization.

An entity...

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