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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 solution package

When talking about customizations for Microsoft Dynamics 365, one of the most important concepts is the solution package. The solution package is a container for all customizations. This packaging method allows customizers to export customizations and reimport them into other environments, as well as group-specific sets of customizations by business functionality or project cycle. Managing solutions is an aspect that should not be taken lightly because, down the road, a properly designed solution packaging model can help a lot or create difficulties.

As mentioned previously, solutions are used to pack a set of features together. They are used to extend the core functionality of the platform through grouped sets of features.

Solutions that contain only Dynamics 365-specific configuration or features can be imported directly into Dynamics 365 using the default solution management framework and the interface provided. For complex solutions that contain both...

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