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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 processes

In the context of Dynamics 365, processes is a generic category that covers a few functional features grouped together. A process is any type of automation introduced as part of customizing the system, and it involves multiple actions grouped together. As such, some examples of processes supported by the platform include dialogs (deprecated), workflows, actions, and Business Process Flows.

In the context of customizing Dynamics 365, processes are created and grouped as part of one or more solutions. Within the solution, processes are listed as a separate category and are accessible on their own configuration tab.

The core platform comes with a set of processes already defined. If we open a solution and go to Add Existing on the ribbon, one of the options presented is Process. The following screenshot shows a list of existing processes that can be added to your solution:

For a classic representation, we can also drop into Classic mode by expanding the ellipsis...

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