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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

Throughout this chapter, we looked at some of the most important elements that comprise the Microsoft Dynamics 365 for Sales application. We reviewed the entities that make up the functionality of the Sales app; the out-of-the-box defined sales processes and their scope, as well as their intended usage and the capabilities to extend them; and finally, dashboards and their reporting capabilities.

Finally, we looked at some of the light marketing features available for Sales. Keep in mind that salespeople are primarily focused on closing sales, so they will not perform the more extensive marketing functions available in the Marketing app, as described in Chapter 7, Dynamics 365 Marketing.

At this point, you should have a good understanding of the features available in this module and the capabilities that support salespeople and their managers.

The next chapter will take you through a similar journey across the Customer Service application and the functionality that's available...

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