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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 platform navigation

User experience has evolved a lot with each new version of Dynamics CRM. This continues with the release of Dynamics 365 version 9, where the navigation was again redesigned based on user feedback. As part of this process, now navigation is less obtrusive, takes less screen real estate, and is more dynamic. The sub-layers of navigation have been restructured to minimize the amount of scrolling needed. As such, new groups have been created and present options vertically as smaller tiles.

The default navigation is presented in the Classical UI as follows:

The navigation remains highly customizable, and the logical modules are clearly presented. This navigation can easily be changed to add new modules, remove existing ones, and re-arrange items.

With the introduction of the various hubs and the application model, leveraging the Unified Interface, the navigation is now fully configurable to reflect only the necessary elements for a specific application....

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