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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 - Vidit Vikas Gholam

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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

By: Vidit Vikas Gholam

eBook | 13 March 2025

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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

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