Ultimate Microsoft Dynamics 365 Crm For Enterprises Unlock The Power Of Microsoft Dynamics 365 Crm To Automate Your Business Processes And Drive Digital Transformation
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Ultimate Microsoft Dynamics 365 CRM for Enterprises: Unlock the Power of Microsoft Dynamics 365 CRM to Automate Your Business Processes and Drive Digital Transformation
Author: Vidit Vikas
language: en
Publisher: Orange Education Pvt Limited
Release Date: 2025-03-13
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 DescriptionMicrosoft 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.
Ultimate Microsoft Dynamics 365 CRM for Enterprises
Author: Vidit Vikas Gholam
language: en
Publisher: Orange Education Pvt Ltd
Release Date: 2025-03-13
TAGLINE 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 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 WILL YOU 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. WHO IS THIS BOOK FOR? This book is tailored for aspiring CRM consultants, business analysts, solution architects, and IT professionals looking to master Dynamics 365 CRM for career growth or business optimization. A basic understanding of CRM concepts, business processes, and Microsoft Power Platform fundamentals will help readers maximize their learning experience. 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
Fundamentals of CRM with Dynamics 365 and Power Platform
Author: Nicolae Tarla
language: en
Publisher: Packt Publishing Ltd
Release Date: 2020-10-06
Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.