Description
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.
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.