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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

Supporting entities in Field Service

To capture the bigger picture, some additional entities are necessary. These include customer assets, and inventory and purchasing, as described in the following sub-sections. These additional entities store information relevant to the functionality of the Field Service, and help glue the data together with processes, providing a clear picture of what is being used, when is it used, what is available to provide the best service, and so on.

Let's look at these in more detail in the forthcoming sections.

Customer assets

Customer assets are the serviceable elements located at a client's premises. These can include products our organization has sold and deployed to a customer, or products the customer has engaged us to maintain. The following screenshot shows the listing of assets, as found in the Field Service app, under the Assets category:

Tracking customer assets is a very important aspect of providing the best service to our customers....

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