Describe shared capabilities in Dynamics 365 customer engagement apps

Beginner
Student
Functional Consultant
Business User
Business Owner
Dynamics 365
Customer Engagement apps
Microsoft Power Platform

Examine integration, AI-driven tools, and customization features for tailoring Dynamics 365 customer engagement apps to business requirements.

Learning objectives

After completing this module, you will be able to:

  • Describe the options for tailoring Dynamics 365 customer engagement applications.
  • Describe how to enhance Dynamics 365 apps using Microsoft Power Platform.
  • Explain the reporting capabilities available.
  • Describe the different Microsoft 365 integrations available.
  • Describe capabilities of Copilot in the Dynamics 365 customer engagement apps.

Prerequisites

  • Basic knowledge of Dynamics 365 applications
  • Familiarity with Microsoft Power Platform products
  • Understanding of general CRM concepts