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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

Configuring a domain name for your environment

One of the setup steps available with an Office 365 instance is the ability to configure a domain name associated with your instance. While you can continue working with Dynamics 365 for Sales without setting up a domain, it is a good idea to do it now. With the domain setup, you have one less configuration step to take before turning your trial into a production instance. In order to provide a better user experience, you should always configure your domain before going to production.

If you want to proceed with setting up a domain, you can either use an existing domain that you own or, for a few dollars, you can purchase a domain from various registrars. For the purpose of this book, I have purchased a .info domain from GoDaddy at https://godaddy.com/.

Let's look at the steps to configure a domain, as follows:

  1. Access the Office 365 admin center by navigating to https://portal.office.com/.
  2. You will be prompted to log in. Use the previously created account; this will get you to the main admin center console:
If you do not see the updated interface for the Office 365 Admin Center, look for a Try the Preview switch close to the top-right side of the page. Most likely, by the time you read this book, this will be the new interface standard. If you only see a subset of available options on the left navigation, click on the Show all option at the bottom. This will expand the listing of configurations.
  1. Next, expand Setup and select Domains. Here, you have the option to purchase a domain (if you haven't already done so) or just add a new domain:
For the purpose of this trial, I am assuming that you have already purchased a domain and you are just configuring it. If you choose not to use a domain, you can skip to the next section while using the default configuration.
  1. Go to Add domain. This will take you to the first page of the domain configuration wizard. This first page displays a nice process flow at the top, showing the stages that you have to pass through to configure your new domain and collecting the domain details that you intend to use with your instance:
  1. Follow the wizard to complete the domain configuration. When it is done, in the administration console you will have the ability to grant your users the ability to use the added domain instead of the default @[orgName].onmicrosoft.com account names. Now it all looks much more professional, and you have one less step to configure when you decide to turn this into a production instance.

Let's have a look at the Office 365 services that are available to be configured and integrated with our platform.

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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