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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

Dynamics 365 application elements

Dynamics 365 comprises a few standard elements working together to achieve the system's functionality. These include (but are not limited to) the elements we will be covering in the following sections.

Modular design

As seen earlier in this chapter, modules are groups of functionalities that serve a specific business scope. The standard modules in the previous versions provided by Microsoft include Sales, Service, and Marketing. Since then, new modules have been added, as we've seen previously.

This modularity has been driven by the need to provide a unified model for partners and ISVs to further extend the platform with custom functionality. Microsoft took the first step by not only providing modular capabilities to the platform but also redesigning its original application to take advantage of this new model. Hence, now all modules leveraging the Unified Interface are built to leverage the new modular model.

Entities

Entities are containers...

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