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.

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

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 uccessfully delivered client solutions across the United States, Europe, and Australia, helping businesses unlock the full potential of Microsoft technologies.

A dedicated and active member of the Microsoft community, Vidit is an experienced speaker who has presented at major Microsoft technology events, including large-scale conferences in the United States, as well as in-person and virtual Dynamics 365 community events in India. Through these engagements, he has shared practical insights on optimizing business operations and adopting innovative technologies.

Vidit is also passionate about mentoring professionals, enabling them to excel in Dynamics 365 CRM and Power Platform. His enthusiasm for lifelong learning and his ability to solve intricate business challenges, have earned him recognition as a trusted expert in the field.

Beyond work, Vidit enjoys writing and engaging with the tech community. His dedication to learning, teaching, and sharing his expertise continues to inspire professionals and students to thrive in the rapidly evolving world of technology.

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ABOUT TECHNICAL REVIEWER'S

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Nishant Rana is a seven-time Microsoft Most Valuable Professional (MVP) in Business Applications, recognized for his extensive expertise and significant contributions to the Microsoft Dynamics 365 ecosystem. With over 18 years of experience, he has been an integral part of the journey from Microsoft CRM 3.0 to Dynamics 365, excelling in areas including analysis, design, development, team leadership, and architectural solutions. He is also a KingswaySoft SSIS MVP, further solidifying his position as a thought leader in the integration domain. As a Microsoft Certified Professional in Dynamics 365, Power Apps, Azure, SharePoint, and .NET, Nishant brings a multifaceted perspective to solving business challenges with technology. Throughout his career, Nishant has worked with renowned organizations including Microsoft, DXC, First Abu Dhabi Bank, and KPIT Cummins. Currently, he serves as Technology Lead at Delta Insights, where he collaborates with his team to deliver tailored Dynamics 365-based solutions to clients.

Amit Prajapati has over five years of experience in designing and implementing solutions across Dynamics 365 CRM and Microsoft Azure platforms. He specializes in integrating data-intensive enterprise applications with cloud technologies, focusing on automation and process efficiency. His passion for innovation led him to explore advanced data management and CRM integration techniques, aligning business objectives with cutting-edge technology.

Amit has successfully led technical consultancy, solution architecture, and development teams across diverse industries, including manufacturing, IT consulting, finance, and healthcare. He has delivered impactful projects for global clients in the USA, Australia, and Singapore. Additionally, Amit holds Microsoft certifications in Dynamics 365 and Power Platform, reflecting his commitment to continuous learning and expertise in his domain.