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Searching and Navigation. Get to know the basic structure of Dynamics 365 and how to navigate the system.

  • Sales. Understand the sales process in Dynamics 365, including using leads, contacts, accounts, and opportunities.
  • Marketing. Learn how to create marketing lists, build campaigns and automate marketing processes to improve communications with your customers.
  • Service Management. See how Dynamics 365 for Customer Service can provide an efficient way to manage cases.
  • Service Scheduling. Find out how to set up rules that will help you efficiently schedule services for your customers.
  • Working with Activities. Learn how to use the different types of activities in Dynamics 365, such as emails, phone calls, meetings, and more.
  • Working with Outlook. There are two options for Outlook; Dynamics 365 App for Outlook, or The Outlook client. Both allow you to access and use Dynamics 365 data, without having to open another program. Get to know both options and how to make the most of Outlook.
  • Email Templates and Mail Merge. Do you send out mass communications? You’ll want to learn more about Dynamics 365 email templates and mail merge features.
  • Analytics. Microsoft Dynamics 365 comes with many tools that give you insight into your data, such as charts, dashboards, advanced find, goal management and more.
  • Data Management. Understand why clean data is important and how to keep your Dynamics 365 data relevant and up to date.

  • http://crmbook.powerobjects.com/system-administration/

    Business Administration. Learn how business units, users, teams, and specific security roles can help you create a secure Dynamics 365 platform.
  • Processes. Implementing processes such as workflows and dialogs can help automate your business processes and make your Dynamics 365 system hum.
  • Advanced Reporting Options. Microsoft Dynamics 365 includes several advanced reporting options for online and on-premise solutions.
  • Mobile Options. Explore the different clients for mobile, including CWR Mobility, Mobile Express, Power8CRM, and CRM for the iPad.
  • Integrated Technologies. See how Dynamics 365 fits in with other Microsoft technologies such as Yammer, Skype, and Lync.
  • Office 365. Learn how cloud-based Microsoft Office products integrate seamlessly with Microsoft Dynamics 365.
  • SharePoint Document Management. Understand how Dynamics 365 integrates with SharePoint and learn how to integrate it with your system.
  • Outlook App and Add-In Installation and Settings. Learn how to set up and configure Microsoft Dynamics 365 App for Outlook and the legacy Dynamics 365 for Outlook add-in
  • Server Installation. This chapter covers everything from infrastructure planning to authentication models for CRM for Dynamics 365 server installation.
  • Updates and Rollups. Learn the difference between update rollups and service updates and what should you know about them.
  • Data Migration and Integration. How you handle data migration and integration is an important aspect of Dynamics 365 system administration.

  • http://crmbook.powerobjects.com/extending-crm/

    Intro to Extending CRM. This chapter offers an introduction to some of the common ways you can extend Microsoft Dynamics 365.
  • Plugin Development and Workflow Extensions. Learn the difference between plug-ins and workflow extensions, plus how and when to use them.
  • Portal Options and Considerations. Explore different options for creating Microsoft Dynamics 365 portals.
  • JavaScript and HTML Resources. This chapter will discuss different ways of utilizing JavaScript and HTML resources to extend your CRM for Dynamics 365 system.
  • CRM Phone Integration. One of the common ways organizations extend Microsoft Dynamics 365 is integration with phone systems

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