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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

Other supporting integration scenarios

To create a comprehensive ecosystem, Microsoft has provided extensions to enhance the functionality of the Field Service offering.

We can now integrate with IoT through Connected Field Service to receive real-time live data from monitored devices, in order to automatically generate work orders. This scenario has multiple applications, including facilities monitoring, or providing support to a fleet of machinery and devices deployed to multiple customers.

In addition, in order to enhance the ability of a field technician to provide a first-time fix, we can now leverage solutions such as Dynamics 365 Remote Assist to allow real-time interaction with back-office technicians who can assist in resolving an issue, or leverage the Dynamics 365 Guides solution to provide an overlay of documentation and instructions for resolving issues with specific devices being services.

Furthermore, you can extend the reporting capabilities by overlaying business intelligence...

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