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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

Experiencing the platform evolution

Let's look at how this platform has evolved over the last few years. We've transitioned from what used to be Dynamics CRM to a new unified model under the branding of Dynamics 365. This is the merging of the ERP and CRM platforms under a unified naming convention. As with all major changes, behind the scenes, things took a little longer to take shape.

In order to differentiate between the various platform purposes, we had Dynamics 365 Customer Engagement covering the former Dynamics CRM functionality. The platform evolved behind the scenes, and this allowed the separation of various functionality modules. The current offering includes separate modules for Sales, Service, Marketing, Field Service, and Project Service Automation. In addition, some new modules made their way into the bigger family, including the ERP functional modules, as well as new modules such as Talent.

Microsoft Dynamics 365 Customer Engagement allows a company to manage...

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