Master Microsoft Dynamics 365 CRM and Power Platform like a Pro.
Key Features
? Master Dynamics 365 CRM, Power Platform, AI Copilot, and automation
? Customize, optimize, and streamline business processes with Dynamics 365 CRM
? Integrate Dynamics 365 CRM seamlessly with Microsoft and AI-powered tools
Book Description
Microsoft Dynamics 365 CRM is the backbone of modern customer relationship management, driving sales, service, and business efficiency across industries. Mastering it is crucial for professionals aiming to optimize workflows, enhance customer interactions, and leverage automation for competitive advantage.
The book starts with an introduction to Dynamics 365 CRM, providing a solid foundation in key business apps including Sales, Project Operations, and Customer Engagement. You will then learn how to set up environments, manage users, and handle security and data. As you progress, you will explore topics such as the sales cycle, customizations, and integrating with tools like Power Platform, SharePoint, Outlook, and Teams for better collaboration.
By the end, readers will have the expertise to design, customize, and deploy powerful CRM solutions tailored to business needs. With insights into AI Copilot and certification pathways, this book ensures you stay ahead in the CRM landscape—because falling behind in automation and AI-driven CRM solutions is no longer an option.
What you will learn
? Design scalable and efficient business solutions with Dynamics 365 CRM.
? Configure and customize CRM to align with business objectives.
? Automate workflows and processes using Power Platform.
? Integrate Dynamics 365 CRM with Outlook, SharePoint, and Teams.
? Enhance productivity with AI Copilot for automation and insights.
? Advance career growth with Dynamics 365 CRM expertise and certifications.
Table of Contents
1. Introduction to Microsoft Dynamics 365 CRM
2. Setting Up Microsoft Dynamics 365 Environments
3. Sales to Billing Cycle in Microsoft Dynamics 365 CRM
4. Customizing Your Dynamics 365 CRM
5. Working with Microsoft Power Platform
6. Document Management in Dynamics 365 CRM
7. Customer Service Management in Dynamics 365 CRM
8. Enhancing Dynamics 365 with Azure Integration Services
9. Integrating Dynamics 365 CRM to Outlook
10. AI Copilot Capabilities in Dynamics 365 CRM
11. Business Use Cases, Future Scope, and Certification Paths
Index
About the Authors
Vidit Vikas Gholam is a Microsoft Certified Trainer (MCT) and Microsoft Certified Professional with a bachelor’s degree in Computer Engineering. He is a software developer specializing in Dynamics 365 CRM, Power Platform, and Azure. He has extensive experience architecting and implementing innovative solutions for product- and project-based companies. He excels at solving complex business challenges using Microsoft cloud technologies, enabling organizations to enhance workflows, streamline processes, and achieve tangible results.
Starting his career with Dynamics 365 CRM, Vidit has developed a deep understanding of various functionalities within the platform, including Dynamics 365 Sales, Customer Service, Field Service, and Azure integrations. He has successfully delivered client solutions across the United States, Europe, and Australia, helping businesses unlock the full potential of Microsoft technologies.
