Beginning-Intermediate user level
Discover what the Common Data Service is and how Dynamics 365 fits in the Power Platform. Learn how to set up core Dynamics 365 Customer Engagement functionality and build more customized processes using model-driven apps. This book covers the Dynamics 365 Online system for sales, customer service, marketing, field service, and Outlook integration.
In this second edition, core platform changes from the Common Data Service are included and you will know what this means for Dynamics 365. Updated features include processes, the latest form and view designer, and Business Process Flows. The book also includes new chapters on portals and power virtual agents.
After reading Dynamics 365 Essentials, you will have mastered the core functionality available in Dynamics 365 CE and model-driven applications, and will be able to set it up for a range of different business scenarios.
What You Will Learn
- Set up the core standard features of Dynamics 365 CE
- Create model-driven apps within Dynamics 365 customized to specific business needs
- Customize Dynamics 365 CE and leverage process automation functionality through the UI
- Study the Common Data Service for Apps
Who This Book Is For
Consultants, business analysts, administrators, and project managers who are looking for more information about Dynamics 365
Chapter 1: The Common Data Service.
Chapter 2: Customer Management.
Chapter 3: Customer Service.
Chapter 4: Sales.
Chapter 5: Field Service and Resource Scheduling.
Chapter 6: Dynamics 365 for Marketing.
Chapter 7: Security Model.
Chapter 8: Mobile Application.
Chapter 9: Model-Driven Apps.
Chapter 10: Reporting: Views, Charts, and Dashboards.
Chapter 11: Forms, Views, and UI Customizations.
Chapter 12: Processes.
Chapter 13: Power Automate.
Chapter 14: Power Apps Portals.
Sarah Critchley is a Microsoft Dynamics Business Applications MVP, published author, and an experienced technical consultant who has worked on numerous business system implementations, now working as Lead Architect for Customer Service at Hitachi Solutions NA. She manages the strategy around all customer service technology, including Dynamics 365 Customer Service, Omni Channel Engagement, Forms Pro, Power Virtual Agent, and more. Having led software projects in numerous industries, including healthcare and the public sector, she works across all areas of the project life cycle: demonstrations, design, architecture, documentation, customization, and development. Sarah is heavily involved in community projects where she led and grew the Dynamics 365 & Power Platform UG in the UK for over three years, running technical events, and presenting on a variety of topics at conferences around the world.
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