Curriculum

14 Chapters · 14 Lessons

  1. 1

    Book Preview

    1. Ultimate Microsoft Dynamics 365 CRM for Enterprises Free preview
  2. 2

    Introduction

    1. (Included in full purchase)

      Introduction

  3. 3

    Chapter 1 : Introduction to Microsoft Dynamics 365 CRM

    1. (Included in full purchase)

      Introduction to Microsoft Dynamics 365 CRM

  4. 4

    Chapter 2 : Setting Up Microsoft Dynamics 365 Environments

    1. (Included in full purchase)

      Setting Up Microsoft Dynamics 365 Environments

  5. 5

    Chapter 3 : Sales to Billing Cycle in Microsoft Dynamics 365 CRM

    1. (Included in full purchase)

      Sales to Billing Cycle in Microsoft Dynamics 365 CRM

  6. 6

    Chapter 4 : Customizing Your Dynamics 365 CRM

    1. (Included in full purchase)

      Customizing Your Dynamics 365 CRM

  7. 7

    Chapter 5 : Working with Microsoft Power Platform

    1. (Included in full purchase)

      Working with Microsoft Power Platform

  8. 8

    Chapter 6 : Document Management in Dynamics 365 CRM

    1. (Included in full purchase)

      Document Management in Dynamics 365 CRM

  9. 9

    Chapter 7 : Customer Service Management in Dynamics 365 CRM

    1. (Included in full purchase)

      Customer Service Management in Dynamics 365 CRM

  10. 10

    Chapter 8 : Enhancing Dynamics 365 with Azure Integration Services

    1. (Included in full purchase)

      Enhancing Dynamics 365 with Azure Integration Services

  11. 11

    Chapter 9 : Integrating Dynamics 365 CRM to Outlook

    1. (Included in full purchase)

      Integrating Dynamics 365 CRM to Outlook

  12. 12

    Chapter 10 : AI Copilot Capabilities in Dynamics 365 CRM

    1. (Included in full purchase)

      AI Copilot Capabilities in Dynamics 365 CRM

  13. 13

    Chapter 11 : Business Use Cases, Future Scope, and Certification Paths

    1. (Included in full purchase)

      Business Use Cases, Future Scope, and Certification Paths

  14. 14

    INDEX

    1. (Included in full purchase)

      INDEX

About the course

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.

About the Author

Vidit Vikas Gholam is a Microsoft Certified Trainer (MCT) and Microsoft Certified Professional with a bachelor’s degree in Computer Engineering. He is a software developer specializing in Dynamics 365 CRM, Power Platform, and Azure. He has extensive experience architecting and implementing innovative solutions for product- and project-based companies. He excels at solving complex business challenges using Microsoft cloud technologies, enabling organizations to enhance workflows, streamline processes, and achieve tangible results. Starting his career with Dynamics 365 CRM, Vidit has developed a deep understanding of various functionalities within the platform, including Dynamics 365 Sales, Customer Service, Field Service, and Azure integrations. He has successfully delivered client solutions across the United States, Europe, and Australia, helping businesses unlock the full potential of Microsoft technologies.