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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

Introducing the Settings area

Just like any other platform, Dynamics 365 requires constant care and attention. An administrator of the system is tasked with monitoring the system, analyzing its performance, and intervening where necessary to make improvements.

In a standard, out-of-the-box configuration, all the system management options are collected in the Settings page. You can reach this from the Apps screen or from within any of the applications by navigating to the cog icon on the top-right of the screen and selecting the Advanced Settings option from the dropdown, as shown in the following screenshot:

This will take you to a new window where environment configurations are presented. With the move to the Unified Interface and the tight integration with the Power Platform, the administration interface has been revamped and now has a more modern look, with structured main categories and expandable sections, as shown here:

This new structure retains some similarities to the classic...

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