Book Description

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.

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