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Fundamentals of CRM with Dynamics 365 and Power Platform
Fundamentals of CRM with Dynamics 365 and Power Platform

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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Key benefits

  • Discover impressive Dynamics 365 features to transform your business and increase productivity
  • Leverage the platform’s extensibility to meet your organizational needs
  • Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities

Description

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.

Who is this book for?

This 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.

What you will learn

  • Get to grips with Power Platform for building and enhancing Dynamics 365 apps
  • Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms
  • Discover how you can customize existing entities and create new ones
  • Explore various security features and grant users access to CRM data and functions
  • Find out which CRM attributes are used to automate operations with programming
  • Use internal and external social data to help users to make informed decisions
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Publication date, Length, Edition, Language, ISBN-13
Publication date : Oct 06, 2020
Length: 644 pages
Edition : 1st
Language : English
ISBN-13 : 9781789950243
Vendor :
Microsoft
Category :
Concepts :

What do you get with Print?

Product feature icon Instant access to your digital copy whilst your Print order is Shipped
Product feature icon Paperback book shipped to your preferred address
Product feature icon Redeem a companion digital copy on all Print orders
Product feature icon Access this title in our online reader with advanced features
Product feature icon DRM FREE - Read whenever, wherever and however you want
Product feature icon AI Assistant (beta) to help accelerate your learning
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Estimated delivery fee Deliver to United States

Economy delivery 10 - 13 business days

Free $6.95

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$21.95
(Includes tracking information)

Product Details

Publication date : Oct 06, 2020
Length: 644 pages
Edition : 1st
Language : English
ISBN-13 : 9781789950243
Vendor :
Microsoft
Category :
Concepts :

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Frequently bought together


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Total $ 135.97
Microsoft Power Platform Enterprise Architecture
$39.99
Implementing Microsoft Dynamics 365 Customer Engagement
$43.99
Fundamentals of CRM with Dynamics 365 and Power Platform
$51.99
Total $ 135.97 Stars icon
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Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Full star icon Half star icon 4.3
(3 Ratings)
5 star 33.3%
4 star 66.7%
3 star 0%
2 star 0%
1 star 0%
Marie Conti Jun 20, 2021
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am an MCT and a trainer for Power Platform. In my courses I often notice that my participants are very interested in the topic, but often came across it by chance, for example because they want to automate processes with SharePoint lists. The possibilities of Dataverse are new to many, and this is because the relationship between Power Platform and Dynamics is not known. This book closes the gap. It introduces the basic modules of Dynamics, gives a good overview, and then moves on to Customization and Power Apps. In the meantime, I recommend this book in Power Platform trainings when participants have no Dynamics experience.have. As a basic book, I can recommend it absolutely. By the way, whether you are "forced" to rate it or not, neither the book nor the author can be held responsible for that. It is a pity when such ratings lower the average of a recommendable book. A pity and unnecessary.
Amazon Verified review Amazon
Mar Llambí Feb 11, 2021
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
If I had to suggest this book to someone, it would undoubtedly be any functional specialist who wants to step in the Dynamics world or wants to update. I do consider that it is a book that touches on all the details of Dynamics 365 and all its modules, however it does not go into the detail that a truly technical specialist consultant would need.What I LIKE:The author strategically introduce to us all the elements of the platform while describing the modules that Dynamics 365 is made of. The author offers us several tips and exposes many details of the use of the functionalities. In addition, I must emphasize how he gets the reader familiar with everything behind the "curtain". I must admit that my favorite section as a technical profile is chapter 12, where it is indicated "how to open the platform".What I DON'T LIKE:After reading the book I have a strange feeling of not understanding what the original purpose of it was. It seems to me that it delves too little to be a technical manual, the last section is superfluous if it wanted to be an introductory and functional manual and sometimes I think that it delves into few things (Like the Customer Service chapter, where I miss more detail).Like many books in the Power Platform world, there are certain functionalities /names that are already deprecated and it is a pity, because these don't benefit the book.Finally, although the book has seemed very complete, I have honestly not seen a high added value over other existing documentation.
Amazon Verified review Amazon
Mark D. Slosberg Feb 23, 2021
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This is a solid book that covers the breadth of the Dynamics365 “CRM” platform as offered by Microsoft. It serves the basic needs of someone who is both trying to understand the many elements of the platform and get started implementing on a firm footing lowering the risk of a runaway “customization” project both budgetary and timeline.While well-written and seemingly “accurate” its challenge is somewhat the same as Microsoft’s in that they struggle to leverage off a convoluted definition of what the definition of “CRM” is. What Microsoft has is actually an application development platform that has been tailored for a diverse set of pre-written business application supporting Sales, Marketing, Customer Service, Field Service and Project Services that all hang off of a core “Common Data Model”. You can implement any one or more of these pre-written solutions and have them all speak (relatively) cleanly to one another.The challenge is that is is complicated and difficult to process. This first part of this book goes a long way to a better understanding of the products and how they fit together. Essential for understand the sales mumbo-jumbo that comes either from Microsoft and/or its implementation partners because rarely, if ever, can you do an implementation of this product without heavy customization and tailoring that makes it anything but an “out of the box” experience. This first part is valuable for business decision makers and IT Management.From there the book takes on a decidedly technical direction covering topics like the “details” of customization and configuration, integration and application management. While it isn’t detailed enough to actually train you on how to really do anything or give you any hint about the fact that as a cloud-based platform Microsoft is changing the details quarterly (or even more often) which requires one to be immersed in the “community” of support to keep up or heavily reliant on your chosen integrator it will help you better understand the challenges that await you.This section is valuable for IT Management in that it’s breadth does give you a framework to keep control of your integrator or internal team by helping you draft contracts that can keep your integrator or internal development and operations team honest.One thing that I wished that it had was more “user” perspective. The challenge implementing projects that drive the users to upgrade and “digitize” tradition business process as the D365 platform facilitates is that ultimately the success of the project is driven by the level of enthusiasm and adoption exhibited by the users. It touches briefly at the end on Microsoft’s fast-emerging Power Platform built around the D365 core but vastly extending the ability to deliver high quality mobile and highly tailored applications that have the potential to make users very happy and willing to adopt and make the project successful. This is a missed opportunity but one that could be addressed in a subsequent volume.
Amazon Verified review Amazon
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All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

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We want you to be happy with your purchase from Packtpub.com. We will not hassle you with returning print books to us. If the print book you receive from us is incorrect, damaged, doesn't work or is unacceptably late, please contact Customer Relations Team on [email protected] with the order number and issue details as explained below:

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On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on [email protected] within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

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Economy: Delivery to most addresses in the US within 10-15 business days

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UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

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Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela