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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 Customer Service

In the previous chapter, we focused our attention on the Sales functionality available within Microsoft Dynamics 365. In this chapter, we will start looking at the Customer Service functionality.

At this point, you should be familiar with creating a trial instance, and you should already have a new Sales instance created. This brings a set of core functional entities and components with it. We need to add the Customer Service functionality and see what it is all about.

In this chapter, we will cover the following topics since they relate to the Customer Service functionality:

  • The functionality of the Customer Service application
  • The Customer Service Hub
  • The specific entities and processes that support the Customer Service application

By the end of this chapter, you will be familiar with the Customer Service application's functionality, as...

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