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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

Service Reports

Just like the other modules, the Service module presents us with a set of standard reports. These include, but are not limited to, reports around Activities, Case Summaries, and Service Activity Volumes.

A large variety of additional reports can be customized in various ways.

With the added support for Power BI, this is quickly becoming the go-to tool for dynamic and highly visual reports that allow us to drill down into complex data. It is seldom that a classical SSRS report is built, and when that's the case, due to the cloud model's limitations, FetchXML must be used, which comes with its own set of limitations from a performance standpoint. It also shows the maximum number of records that have been returned from a query.

You will typically want a new set of reports to be created once you've started to configure and extend the platform. While it is not uncommon to leave the default reports available to users, to get the most out of this module, it is...

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