| Description |
1 online resource (629 p.) |
| Note |
Description based upon print version of record. |
| Summary |
Fundamentals of CRM with Microsoft Dynamics 365 and Power Platform is a practical guide that will take you through all the essential components of Dynamics 365. This book will show you how Dynamics 365 leverages and extends the Power Platform capabilities to build effective business solutions customized to meet your organization's needs. |
| Contents |
Cover -- Title Page -- Copyright and Credits -- About Packt -- Contributors -- Table of Contents -- Preface -- Section 1 -- Platform Structure and Extensibility Capabilities -- Chapter 1: Getting Started with Dynamics 365 -- Understanding what Dynamics 365 really is -- Scalability -- Extensibility -- Ability to integrate with other systems -- Ease of use -- Global data center locations for Dynamics CRM Online -- Advantages of choosing Dynamics 365 Online -- Customizing Dynamics 365 -- Opening a free 30-day trial of Dynamics 365 for Sales -- Trial provisioning |
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Tenant access through the Office 365 Admin console -- What is a sandbox instance? -- Configuring a domain name for your environment -- Integrating with Office 365 E3 trial services -- Summary -- Chapter 2: Dynamics 365 Platform Structure -- Experiencing the platform evolution -- Modularity for everyone -- Dynamics 365 for Sales -- Dynamics 365 for Customer Service -- Dynamics 365 for Project Service Automation -- Dynamics 365 for Field Service -- Dynamics 365 for Marketing -- Dynamics 365 application elements -- Modular design -- Entities -- Processes -- Dialogs -- Workflows -- Actions |
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Business process flows -- Dashboards -- Reports -- The extensibility options -- Understanding platform navigation -- Exploring the modular concept -- Summary -- Section 2 -- Default Modules Available with the Platform -- Chapter 3: Dynamics 365 Sales Application -- Reviewing the Dynamics 365 Sales app -- Understanding Sales-specific entities -- Leads -- Opportunities -- Quotes -- Orders -- Invoice -- Competitor -- Products -- Sales Goals -- Standard Sales processes -- Lead to Opportunity Sales Process -- Opportunity Sales Process -- Sales Literature -- Reviewing Sales dashboards |
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Sales Activity Dashboard -- Sales Activity Social Dashboard -- Sales Dashboard -- Leveraging Sales reports -- Marketing features -- Summary -- Chapter 4: Dynamics 365 Customer Service -- Exploring the Dynamics 365 for Customer Service app -- Dynamics 365 Customer Service -- Customer Service Hub -- Service area -- Customer Service Hub -- Scheduling area -- Customer Service Hub -- Service Management area -- Understanding the Customer Service entities -- Cases -- Queues -- Services -- Scheduling -- Knowledge Articles -- Understanding Service Processes -- Understanding the Customer Service dashboards |
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Interacting with Streams and Tiles -- Standard dashboards -- Customer Service Representative Social Dashboard -- Customer Service Performance Dashboard -- Customer Service Manager Dashboard -- My Knowledge Dashboard -- Knowledge Manager -- Connected Customer Service Dashboard -- Service Reports -- Summary -- Chapter 5: Dynamics 365 Field Service -- Solution features of Dynamics 365 for Field Service -- Installation -- Regular maintenance -- Break-fix scenarios -- Dynamics 365 for Field Service -- the classical web UI -- Dynamics 365 for Field Service -- the Unified Interface app |
| Subject |
Customer relations -- Management -- Computer programs.
|
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Management information systems.
|
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Management Information Systems |
|
Systèmes d'information de gestion. |
|
Management information systems |
| Other Form: |
Print version: Tarla, Nicolae Fundamentals of CRM with Dynamics 365 and Power Platform : Enhance Your Customer Relationship Management by Extending Dynamics 365 Using a No-Code Approach Birmingham : Packt Publishing, Limited,c2020 9781789950243 |
| ISBN |
1789954584 |
|
9781789954586 (electronic bk.) |
|
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