Microsoft Dynamics 365 is a new enterprise resource planning (ERP) based product and a customer relationship management (CRM) application that was made by Microsoft in July 2016. The product had a formal release in November 2016 as a part of the complete Microsoft Dynamics Line. The Dynamics product line is available in two editions the Business Edition that is primarily made for small and medium size companies and the Enterprise Edition for medium to large organizations. In July 2017, the product line was redesigned, and the CRM application is now called the Customer Engagement Plan. The full name of the product is now called Microsoft Dynamics 365 – for Finance and Operations. This book will look at the features of the Microsoft Dynamics 365 product to educate the reader on the capabilities of the software.

Microsoft Dynamics 365 is a new enterprise resource planning (ERP) based product and a customer relationship management (CRM) application that was made by Microsoft in July 2016. The product had a formal release in November 2016 as a part of the complete Microsoft Dynamics Line. The Dynamics product line is available in two editions the Business Edition that is primarily made for small and medium size companies and the Enterprise Edition for medium to large organizations. In July 2017, the product line was redesigned, and the CRM application is now called the Customer Engagement Plan. The full name of the product is now called Microsoft Dynamics 365 - for Finance and Operations. This book will look at the features of the Microsoft Dynamics 365 product to educate the reader on the capabilities of the software.

Accelerate your digital transformation and break down silos with Microsoft Dynamics 365 It’s no secret that running a business involves several complex parts like managing staff, financials, marketing, and operations—just to name a few. That’s where Microsoft Dynamics 365, the most profitable business management tool, comes in. In Microsoft Dynamics 365 For Dummies, you’ll learn the aspects of the program and each of its applications from Customer Service to Financial Management. With expert author Renato Bellu’s clear instructions and helpful tips, you’ll be managing to your fullest advantage before you know it. Let’s get started! Digitally transform your business by connecting CRM and ERP Use data to make decisions across all business functions Integrate Dynamics 365 with Office 365 and LinkedIn Manage financials and operations Are you running a dynamic business? This book shows you how!

Explore the latest features of Dynamics 365 and Power Platform's out-of-the-box tools to build custom business solutions for your organization Key Features Discover impressive Dynamics 365 features to transform your business and increase productivity Leverage the platform's extensibility to meet your organizational needs Understand how Power Platform powers Dynamics 365 and enhances its integration capabilities Book Description Microsoft Dynamics 365 provides a vast array of tools and applications to meet various Customer Engagement requirements. This Customer Relationship Management (CRM) guide covers the latest advancements in Dynamics 365 and Power Platform that help organizations adapt to changing market conditions for agility and resilience. With this book, you'll explore the core platform functionality of Dynamics 365 and explore its wide range of components for transforming your business with new services and capabilities. You'll learn the basics of configuration and customization to enhance the functionality of Microsoft Dynamics 365 CRM and create solutions and custom applications by leveraging features such as apps, portals, automation, and business intelligence. As you advance, you'll understand how Power Platform drives Dynamics 365 and how various integration capabilities add value by providing a comprehensive view of data aggregated across different systems and data sources. Finally, you'll delve into core administration concepts that will help you to manage extensions added to the platform. By the end of this book, you'll have learned how to tailor Microsoft Dynamics 365 to fit your organization's requirements and tweak the platform to meet your business needs. What you will learn Get to grips with Power Platform for building and enhancing Dynamics 365 apps Integrate Dynamics 365 CRM with Microsoft 365, Azure, and other platforms Discover how you can customize existing entities and create new ones Explore various security features and grant users access to CRM data and functions Find out which CRM attributes are used to automate operations with programming Use internal and external social data to help users to make informed decisions Who this book is for This book is for customers and project stakeholders, new functional consultants, business administration users, and project managers looking to get up and running with the latest features of Dynamics 365 and Power Platform. This guide will help non-developers become acquainted with a no-code approach to customization and configuration. A basic understanding of relational data and customer management concepts will help you get the most out of this book.

This book provides precise descriptions and instructions which enable users, students and consultants to understand Microsoft Dynamics 365 for Finance and Operations rapidly. Microsoft offers Dynamics 365 as its premium ERP solution, supporting large and mid-sized organizations with a complete business management solution which is easy to use. Going through a simple but comprehensive case study, this book provides the required knowledge to handle all basic business processes in Microsoft Dynamics 365 for Finance and Operations. Exercises are there to train the processes and functionality, also making this book a good choice for self-study.

Learn the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. See how to create records, track activities, work with leads and opportunities, and more.