© 2020

Dynamics 365 Essentials

Getting Started with Dynamics 365 Apps in the Common Data Service

  • Covers the standard features of Dynamics 365

  • Illustrates a customized implementation of Dynamics 365

  • Discusses Power Automation and the Common Data Service integrations


Table of contents

  1. Front Matter
    Pages i-xxiii
  2. Sarah Critchley
    Pages 1-14
  3. Sarah Critchley
    Pages 15-49
  4. Sarah Critchley
    Pages 51-119
  5. Sarah Critchley
    Pages 121-165
  6. Sarah Critchley
    Pages 167-230
  7. Sarah Critchley
    Pages 231-255
  8. Sarah Critchley
    Pages 257-293
  9. Sarah Critchley
    Pages 295-314
  10. Sarah Critchley
    Pages 315-345
  11. Sarah Critchley
    Pages 347-390
  12. Sarah Critchley
    Pages 391-434
  13. Sarah Critchley
    Pages 435-505
  14. Sarah Critchley
    Pages 507-524
  15. Sarah Critchley
    Pages 525-532
  16. Back Matter
    Pages 533-544

About this book


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.

You will:
  • 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
  • Learn about the Common Data Service for Apps


Dynamics 365 CE Dynamics 365 Dynamics 365 Customer Engagement Microsoft Dynamics CRM Microsoft Flow Common Data Service Omni Channel CDS

Authors and affiliations

  1. 1.Cambridge, CambridgeshireUK

About the authors

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.

Bibliographic information

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