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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

Understanding the Customer Service dashboards

Just like all the other available applications with Dynamics 365, the Customer Service Hub provides a set of default dashboards built to leverage the standard configuration. Of course, the moment you start building up and expanding the core platform functionality, you must consider updating these dashboards or creating new ones to include the newly configured elements.

The Customer Service Hub adds on top of the standard dashboards; that is, the Tier 1 Dashboard and the Tier 2 Dashboard. These two dashboards are, in a way, different from the regular dashboards as they provide a richer experience. You can change the view from the standard Stream View to a Tiled View. The Tiled View shows aggregated totals in card format, as shown here:

Furthermore, filters can be applied so that we can only view a subset of the data presented in these dashboards. This way, if you are assigned only a specific type of Case to work on, you can directly filter...

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