Introduction

Completed

Microsoft Business Applications are a set of intelligent solutions that provide a comprehensive view of an organization’s business. These solutions include Dynamics 365 products that are connected by data and intelligence and supported by Power Platform.

One feature that makes the Dynamics 365 model-driven apps so valuable is their ability to be extended without code. The Power Platform offers user-friendly configuration features so that the model-driven apps can fit the unique business requirements of any organization.

The need to configure products to meet special requirements is becoming the rule rather than the exception, in both business-to-business and business-to-consumer relationships.

  • Consultants need to configure the application to meet the unique business requirements of their customer organization.

  • Developers need to know the constraints of the out-of-the-box configuration capabilities before deciding to extend the product using code.

  • Salespeople need to configure the product per their customers’ requirements during pre-sales to demonstrate the Business Applications value.

  • Administrators need to be familiar with admin centers, security, and settings to maintain the system for their user base.

Model-driven apps

These Dynamics 365 apps are derived from Customer Relationship Management (CRM). These Dynamics apps are model-driven apps built on the Microsoft Dataverse platform.

  • Dynamics 365 Sales enables you to build strong relationships with your customers, take actions based on insights, and close sales faster. Use Sales to keep track of your accounts and contacts, nurture your sales from lead to order, create sales collateral, create marketing lists and campaigns. You can even follow service cases associated with specific accounts or opportunities.

  • Dynamics 365 Customer Service allows you to earn customers for life. Build great customer relationships by focusing on optimum customer satisfaction with the Customer Service app. Customer Service provides many features and tools that you can use to manage the services you provide to customers.

  • Dynamics 365 Field Service helps you deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they're onsite with customers fixing issues.

  • Dynamics 365 Marketing is a marketing-automation application that helps turn prospects into business relationships. The app is easy to use, works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Use Marketing to create graphical email messages, share information across sales and marketing teams, and more.

Since these model-driven apps are all built on the Power Platform, configuration techniques for all model-driven apps will the same, providing a streamlined user experience across the platforms.

Note

While the content in this module is introductory, it builds on fundamental concepts that are introduced in Microsoft Dynamics 365 Fundamentals and Microsoft Power Platform Fundamentals. If you are not already familiar with Power Platform components or the Dynamics 365 model-driven apps, those learning paths are recommended.

At the end of this module, you will be able to:

  • Access the Power Platform and Dynamics 365 admin centers
  • Configure a Dynamics 365 model-driven app
  • Work with tenants, environments and databases