Fundamentals of CRM with Dynamics 365 and Power Platform

Descripción:

Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organizationKey FeaturesDiscover impressive Dynamics 365 features to transform your business and increase productivityLeverage the platform's extensibility to meet your organizational needsUnderstand how Power Platform powers Dynamics 365 and enhances its integration capabilitiesBook DescriptionMicrosoft 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.What you will learnGet to grips with Power Platform for building and enhancing Dynamics 365 appsIntegrate Dynamics 365 CRM with Microsoft 365, Azure, and other platformsDiscover how you can customize existing entities and create new onesExplore various security features and grant users access to CRM data and functionsFind out which CRM attributes are used to automate operations with programmingUse internal and external social data to help users to make informed decisionsWho this book is forThis book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book. N° de ref. del artículo LU-9781789950243

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Sinopsis:

Acerca del autor: 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. His Twitter handle is @niktuk.