The document discusses the evolution and features of Microsoft's Dynamics 365, which integrates ERP and CRM capabilities to streamline business processes. It highlights Dynamics 365 for Marketing as an essential tool for automating marketing strategies and enhancing customer engagement through targeted campaigns and analytics. Additionally, it describes how PowerApps facilitates the creation of applications within Dynamics 365, improving workflow without requiring coding skills.

1. Create a POC PowerApp from
D365 for Marketing and other
Dynamics 365 CRM Customer
Engagement tasks

2. The flagship product of Microsoft for creating innovative
business application suite, Dynamic 365 did a tremendous job,
since 2016. However, with evolving technology, even
Dynamics 365 has undergone major upgradations and
transformations, with new apps and services still being added.
The aim behind launching Dynamics 365 in Microsoft’s long
line of business management software was to bring ERP, CRM
and diverse supporting business applications under one roof.
Being a prominent vendor in the business application space for
approx. two decades, this new approach by Microsoft was
actually groundbreaking as they put in so much effort in the
development and innovation of Dynamics 365 in order to ease
the lives of businesses.

3. History of Dynamics 365
Let’s go the flashback of Microsoft when they introduced their
first-ever homegrown CRM 1.0. All began in 2001 when
Microsoft acquired Solomon and Great Plains the ongoing ERP
programs. In the following years, Microsoft purchased two
more ERP products- Navision and Axapta- after which
Microsoft officially launched its own CRM.
After these two popular acquisitions, it became their base to
develop their own, completely new ERP product. As the
company got set with an analogous role-based user interface,
a SharePoint-based portal, SQL-based reporting and analysis,
Pocket-PC based mobile clients and integration Microsoft
Office, in a true sense, Microsoft overhauled all the four ERP
platforms accompanying their own CRM product underneath
the Microsoft Dynamics shelter. And that’s the reason, in
2005, Dynamics GP, Dynamics NAV, Dynamics SL, Dynamics
AX, and Microsoft Dynamics CRM rolled out.

4. In 2016, Microsoft unleashed the next chapter of its business
software products and amalgamating all the existing Dynamics
versions into a one-stop solution, Dynamics 365 was launched
to offer both CRM and ERP capabilities in the all-in-one
product.
Role of Dynamics 365 for Marketing
Dynamics 365 for Marketing- a custom-built marketing
automation app that intended to help SMBs has been
anticipated by Dynamic users for a long time when Microsoft
withdraws its Dynamics Marketing Software back in 2016.
However, Dynamics 365 for marketing particularly aims to
provide the companies with the equipment they need to
produce and cultivate more leads, by lining up their
marketing and sales strategies efficiently and automating
many of their elementary marketing procedures.

5. In reality, this platform aids businesses with the ability to run,
create, and handle multi-channel dealings and promotions,
subsequently examining the efficiency of their efforts by
providing comprehensive marketing analytics. No matter what
platforms businesses are utilizing for marketing their brand,
D365 supports every communication across different
platforms such as emails, webinars, calls, website landing
pages, social media channels and a lot more. One of the core
features of the D365 marketing is it enables businesses to
develop personalized, targeted emails campaigns based on
the previous contacts and emails of customers, which makes
Dynamics 365 customer engagement platform.
Dynamics 365 for marketing enables organizations to target
the right audience for their interaction by providing dynamic
lead scoring models, list of segmentation and automated
insights for tracking lead flow.

6. Role of Dynamics 365 CRM for customer
engagement tasks
Microsoft Dynamic CRM over the years has offered mid and
growing organizations a consolidated platform to manage their
business relationships efficiently. However, with the launch of
Dynamics 365 previously in the year 2016, Microsoft stretched
the core functionality of its CRM solutions, providing businesses
with all-new and improved tools to overhaul their marketing,
sales and customer service processes dramatically.
The primary functionality of Dynamics 365 allows employees to
be more prolific and on the ball, offering executives with
deeper insights into opportunities, performances and customer
relationships. Eventually, sales automation, project service,
and customer service modules have simplified the way
businesses communicate with their team members, prospects,
and customers.

7. Why businesses choose Dynamics 365 for
customer engagement over others?
1. The well-known and intuitive user interface hits the list in
user adoption
2. It offers an immense advantage with its connection with
other Microsoft products that include Windows Server,
Office 365, Outlook, Skype for Business, SharePoint,
PowerPoint, etc.
3. The powerful in-built tools like LinkedIn, Relationship
Assistant and Sales Navigator Application Platform
(SNAP) boosts overall productivity and efficiency
4. The architecture along with deployment options and
pricing are quite flexible, offering businesses to
customize the systems as per unique requirements
5. Microsoft’s commitment and partner support concerning
any product enforces businesses to buy their quality
products

8. How PowerApps help users to create a
POC in Dynamics 365 for marketing and
other Dynamic CRM for customer
engagement tasks?
Ideally, PoweApps connect you to the Common Data Models
along with current systems and data sources, allowing you to
build apps, workflows, and forms without coding. More so, you
can share and publish these apps immediately for both mobile
devices and websites. And as well know that Dynamics 365
and Office 365 all are interconnected to Common Data Models,
allowing you to simply build and deploy apps that bring
together your business processes and productivity, creating a
collaborative environment.

9. This gives employees a single user experience for
accomplishing their most intricate tasks also. For creating more
sophisticated apps, you can integrate PowerApps with the
automation of Microsoft Flow and analytics from Power with BI.
However, in this high-tech era, the process of engaging
customers can’t be one-fits for all. It needs to be flexible from
corner to corner touch points and within the perspective of who
your customers are and what they do. Dynamics 365 customer
engagement is the smartest ways that enable your
organizations to build loyalty, trust, and insights, while also
boosting the productivity of your sales, marketing, and sales
professionals.

10. Get started with PowerApps in Dynamic
365
Firstly, you should have a Microsoft 365 account that
includes a Dynamic 365 subscription:
1. Create a connection:
● Sign into PowerApps
● In the left routing panel, click on connections

11. Close to the upper right corner, click New connections
From the drop-down list of connections click on Dynamics 365
From the dialogue box, click on Create

12. ● Click on the Sign in to your account option and add your
credentials of Dynamic 365
A connection is created
1. Creates an app automatically
● After signing into PoweApps, click on the New app close
to your left corner
Beneath Start with Data, click on Phone layout on the
Dynamics 365 cover

13. ● Beneath connections, choose the connection that you
want and then select a datasheet, which matches up to
the example of Dynamics 365 that you’re going to
manage in the apps
● Below choose a tablet, click on contact first and then on
connect
● To the left navigation bar, click on the icon in the upper-
right corner to switch to thumbnail

14. Now, PowerApp will generate three screen
app based contact records:
● BrowseScreen1- This screen appears by default when
users open the app and in the left navigation bar, a
thumbnail for this screen appears on top of the other two
screens
● DetailScreen1- This screen appears when the user clicks
on any item in BrowseScreen1 and again in the left
navigation bar, a thumbnail for this screen appears
between the two screens
● EditScreen1- This screen appears when the user then
clicks on the edit icon for an item in DetailScreen1

15. Thereafter, the app can run in its initial state, but you can
make it more effective by cleansing the information or by Hire
PowerApp developers that are expert in this area.
If you are looking for such a company that can help you with
the customization of your PowerApps, then look no further than
Concetto Labs- A leading Power app Development Company. To
know more about us, visit the link:
https://www.concettolabs.com/