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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

Exploring the Settings area

The Settings page is now structured in 10 main groupings of configurable options. Underneath each heading, you can see the main configurable options for the respective categories. This description is not always a complete listing of all the options, and you will need to expand each category to gain access to the full set of configurable settings.

Let’s look at each area separately and understand what the available configurable options are.

Product

The Product configuration area is structured around four main categories, as shown in the following screenshot:

Let's look at each of the options available in the Product configuration area in the subsequent sections.

Behavior

The Behavior area includes generic settings that apply across the environment. Some of these were covered in the System Settings area in the old interface, and include the items shown in the following screenshot:

Here, we define basic behaviors, such as whether auto save is enabled...

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