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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

Creating a new solution package scenario

As we have seen throughout this chapter, all new configurations extend the standard functionality of the platform and are packaged into a solution package.

For this scenario, your user must have either the System Customizer or Administrator role.

This section presents a simplified scenario to bring together all the material presented throughout this chapter. We will create a new entity for product rating, with several rating fields, and package it into a solution called product rating. In Chapter 13, Core Administration Concepts, we will see how to handle permissions for a user to access this new functionality. So, let's get started.

Creating the solution package

Begin by navigating to the Power Apps maker portal, at https://make.powerapps.com.

By default, you will be directed to the home page, as the starting point for any configurations. If you have multiple environments, make sure to select from the top right of the screen the environment...

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