Ultimate Microsoft Dynamics 365 CRM for Enterprises : Unlock the Power of Microsoft Dynamics 365 CRM to Automate Your Business Processes and Drive Digital Transformation (English Edition).

Format:

Book

Author/Creator:

Gholam, Vidit Vikas.

Language:

English

Subjects (All):

Microsoft software.

Customer relations.

Physical Description:

1 online resource (166 pages)

Edition:

1st ed.

Place of Publication:

Delhi : Orange Education PVT Ltd, 2025.

Summary:

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.

Contents:

Cover Page

Title Page

Copyright Page

Dedication Page

About the Author

About the Technical Reviewers

Acknowledgements

Preface

Get a Free eBook

Errata

Table of Contents

1. Introduction to Microsoft Dynamics 365 CRM

Introduction

Structure

Understanding Dynamics 365 CRM

Customer Relationship Management (CRM)

Evolution Timeline of Dynamics 365 CRM

Understanding Dataverse

Sales Module: Introduction to Dynamics 365 Sales App

Sales Business Process Flow

Project Module: Introduction to Dynamics 365 Project Operations App

Field Service Module: Introduction to Dynamics 365 Field Service App

Customer Service Module: Introduction to Dynamics 365 Customer Service App

Business Process Flow in Customer Service

Conclusion

References

2. Setting Up Microsoft Dynamics 365 Environments

Creating User Accounts Generated by AI.

Notes:

Description based on publisher supplied metadata and other sources.

Part of the metadata in this record was created by AI, based on the text of the resource.

ISBN:

9789348107275

9348107275

OCLC:

1534199544