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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

Summary

Throughout this chapter, we learned how to create a small, targeted application with great flexibility and speed. We learned that the no-code/low-code approach really pays off and has an important role in any business.

We looked at the various personas involved with the process of creating and using Power Apps, the process to create Power Apps, the types of available Power Apps, including canvas and model-driven apps, the role CDS plays in the bigger scheme of things, the ability to create public web-based solutions leveraging portals, and finally, how to tie it all together by leveraging Flow. (currently known as Power Automate)

In the next chapter, we’re moving on to core configuration and customization concepts. With an understanding of the core applications, and the ability to build additional apps, we now have the necessary toolset to see how we can get more out of this great flexible platform.

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