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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

Summary

In this chapter, we looked at how to create a new free trial environment for Dynamics 365 for Sales.

We also learned how to add an Office 365 Enterprise E3 trial to our current Dynamics 365 trial in order to leverage the services that are available with the Office 365 service. This allows us to configure additional integration points; we'll be looking at these in future chapters.

We looked at the various geographical locations in which this service is hosted in Microsoft data centers and how it is served to various geographies. We learned that, while you should have your instance created in the closest geographical location for better performance, there are situations where you might want to deploy to a different location, or even to multiple locations for global organizations. That is a much more complex scenario and could involve different deployments and real-time synchronization of data.

The next chapter delves into the platform structure. We will look at the standard modules available with the platform, the elements that are available for customization, and their relationship to each module and each other.

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Fundamentals of CRM with Dynamics 365 and Power Platform
Published in: Oct 2020
Publisher: Packt
ISBN-13: 9781789950243
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