Fundamentals of CRM with Dynamics 365 and Power Platform (ebook)

Fundamentals of CRM with Dynamics 365 and Power Platform (ebook) - Opis

Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience.With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You’ll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you’ll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you’ll delve into core administration concepts that will help you to manage extensions added to the platform.By the end of this book, you’ll have learned how to tailor Microsoft Dynamics 365 to fit your organization’s requirements and tweak the platform to meet your business needs. Spis treści: 1. Getting Started with Dynamics 3652. Dynamics 365 Platform Structure3. Dynamics 365 Sales Application4. Dynamics 365 Customer Service5. Dynamics 365 Field Service6. Dynamics 365 Project Service Automation7. Dynamics 365 for marketing8. Dynamics 365 customer engagement and the power platform9. Customizing (...) więcej Dynamics 36510. Building better business functionality11. Out of the box integration capabilities12. Custom integration capabilities13. Core Administration Concepts O autorze: Nicolae Tarla is an Independent Consultant focused on business transformation, enterprise architecture, and digital transformation. He has architected and implemented business solutions for over 15 years for private and public sectors, at both enterprise and SMB level. With a passion for CRM, he has touched multiple platforms during his career and continues to recommend the best business solutions for clients. He was awarded the Microsoft MVP for four consecutive years. He is actively involved with the leadership team for the local D365UG and participates in organizing the local D365 Saturday events. He continues to share his knowledge through his personal blog and other channels. mniej