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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

Modularity for everyone

While Microsoft used to market Dynamics CRM as a rapid development platform under the xRM term and is encouraging partners to extend it to cover various aspects of businesses, by default, the product included three major modules. They were Sales, Service, and Marketing.

At the time of this writing, the platform is sold under the umbrella name of Dynamics 365. It offers various modules that can be purchased separately or packaged under the Customer Engagement Plan license. This plan includes the following functional modules:

  • Dynamics 365 for Sales
  • Dynamics 365 for Customer Service
  • Dynamics 365 for Project Service Automation
  • Dynamics 365 for Field Service
  • Dynamics 365 for Marketing

The platform has greatly evolved over the years and is currently one of the top players in the market. With this evolution, all the standard modules have been enhanced, and new functionalities have been added. Currently, each one of the modules can function either independently or in...

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