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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

Customizing Dynamics 365

First and foremost, in order to follow through with the information presented in this book, you will need an instance of Dynamics 365 Online. The following sections will describe in detail how you can obtain a 30-day trial instance.

In addition, in order to subscribe to a 30-day trial, you will need a Microsoft account (formerly called a Live account) or an existing Office 365 account if you will be associating this trial with your organization. You can obtain a Microsoft account by going to https://signup.live.com/.

The Create account page presents you with a sign-up form. In the username area, click on the Get a new email address link to create a new address:

At the time of writing, you have a choice of outlook.com or hotmail.com for your newly created email address. The selected username is validated, as it must be unique.

Once your account is created, you will be logged into your new account and will see the welcome email. At this point, you can use this account to create your 30-day trial for Dynamics 365 Online.

If you do have an existing Microsoft account, you do not need to create a new one. You can create multiple trials for both Dynamics 365 Online and Office 365.

While this book will not provide step-by-step instructions to be followed, it is strongly recommended that you have an environment available to supplement the material you will be reading and to familiarize yourself with the platform. In order to minimize the footprint and allow everybody to start quickly, I have opted to present all the topics based on a Dynamics 365 for Sales Online 30-day trial organization in the next section.

You have been reading a chapter from
Fundamentals of CRM with Dynamics 365 and Power Platform
Published in: Oct 2020
Publisher: Packt
ISBN-13: 9781789950243
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