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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

Leveraging Excel

Dynamics 365's tight integration with the Office suite of applications has always been one of the strengths of this platform. Each new version is built on top of existing features, thus adding new ways to interact with it. This brings the tools closer to the platform and makes the platform a core service for client applications.

The modern Dynamics 365 platform now leverages even more Office features, with the ability to tightly work with Office 365 and, in particular, Excel.

While we had the ability to export data to Excel for further analysis and have the data ready to be reimported in a blink of an eye, with the tight integration with Office 365, now, client applications can be substituted by their online versions. For details on online apps, see the main Office landing page at https://www.office.com/.

With these capabilities, we can render Excel data directly in a record in Microsoft Dynamics 365. When working with Excel, instead of spending time and clicks switching...

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