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Introduction Previous: Before Copyright Content Next: Why Microsoft Dynamics 365? © 2019 PowerObjects . All Rights Reserved. Privacy Policy | Terms of Use | Cookies Policy | GDPR Guidance You need to login or register to bookmark/favorite this content. Login/Register My Account/Favorites Introduction Welcome to The CRM Book, A Free Microsoft Dynamics 365 Training Resource The CRM Book is the result of a collaborative effort by the PowerObjects team to produce a comprehensive, online CRM guide to working with Microsoft Dynamics 365. It’s intended to help users of different backgrounds and experience levels understand core concepts, make good choices, and know where to go for more information on a given topic. To learn how to get the most out of the tools available, check out this blog post . So why did PowerObjects publish this free resource? Here’s an excerpt from Why This Book explaining one reason: Remember a time when the major software publishers would update a program about every three years. This worked great for book writing — you could publish the first year the software version was released and still have a couple of years of relevance. Today, publishers are working towards shorter release cycles and delivering in the cloud. This is great for innovation, but stinks if you want to publish a book. Therefore, we decided not to bother with print, and instead, we published an online book that could be maintained by the number one team in the industry and always be relevant.” – Joe D365 The content of this book covers topics ranging from the basics of using CRM for Microsoft Dynamics 365 to the more advanced topics of administering and extending CRM . It’s a living, breathing document that will be updated as the software changes. And if you can’t find a topic that you think should be addressed in the CRM Book, send a content request . Happy D365’ing! The PowerObjects Team Tip! PowerObjects is constantly updating The CRM Book. Have ideas for content? Submit a content request ! Need extra help? PowerObjects’ team is on standby. Send us your information , and we’ll reach out right away! Get Started » Want More Dynamics 365 Training? PowerObjects, An HCL Technologies Company provides free educational resources through blog posts , live and on-demand webinars , videos , events , and more. In person and online, paid training is also available for those wanting to truly master Dynamics 365. Explore more training possibilities today! Previous: Before Copyright Content Next: Why Microsoft Dynamics 365? Related PowerObjects Courses Reporting for Dynamics 365 Customer Engagement Learn to manage, maintain, and understand reporting and business intelligence data. Learn More © 2019 PowerObjects . All Rights Reserved. Privacy Policy | Terms of Use | Cookies Policy | GDPR Guidance Introduction Why Microsoft Dynamics 365? Why This Book? Why CRM for Microsoft Dynamics 365? Look Before You Leap Choosing Your Deployment CRM For Your Industry Dynamics 365 for Health and Life Sciences Planning Your Implementation Planning for CRM User Adoption Learning Microsoft Dynamics CRM Business Analysis and Design Basics Searching and Navigation Navigating CRM for Dynamics 365 Navigating CRM 2013 Navigating CRM 2011 Understanding CRM Records Understanding Accounts and Contacts Working with Records Searching CRM Search Capabilities Setting Personal Options Customizable Help Business Process Flows Service Management Sales Understanding Leads Marketing ROI from Leads Working with Leads in Dynamics 365 Understanding Opportunities Advanced Sales Processes Product Catalog Product Properties Working with Sales Literature Marketing Marketing Automation Marketing and Event Management Using Workflows for Marketing Marketing Lists Working with Marketing Lists Campaigns and Quick Campaigns Working with Campaigns and Quick Campaigns Customer Service Management Cases Automatic Record Creation and Update Rules Knowledge Base Entitlements Service Level Agreements Contracts Service Scheduling Resources Resource Groups Work Hours Services Service Calendar Working with Activities Creating Activities Converting Activities Closing Activities Activity Types Activities and Notes Best Practices Calendar Activities Area Working with Outlook Synchronize Settings Maximizing Use of the Outlook Client Navigating the CRM Outlook Client Email Templates and Mail Merge Analytics Charts Dashboards Advanced Find as a Reporting Tool Goal Management Microsoft Dynamics 365 Report Wizard Data Management Auditing Importing Data in Microsoft Dynamics 365 The Dynamics 365 Data Import Wizard Working with Add Contacts in Dynamics 365 for Outlook Update Data Using Excel Re-Import in Dynamics 365 Maintaining Clean Data in Microsoft Dynamics 365 System Administration in Dynamics 365 Outlook Client Installation and Configuration Downloading and Installing the Outlook Client Configuring the Outlook Client Dynamics CRM 2015 for Outlook Outlook Client Best Practices Dynamics 365 for Outlook Troubleshooting Business Administration Settings Planning Security Business Units Security Roles Hierarchy Security Models Users Processes Workflows Dialogs Business Process Flows Best Practices for Managing Processes Advanced Reporting Options Mobile Options MoCA Client Enhancements Apple iPad CWR Mobility Mobile Express Power8CRM Integrated Technologies Insights for Dynamics 365 Yammer Social Listening Skype OneNote Bing Maps Office 365 and CRM Creating a Service Request Ticket Changing Personal Information Converting a Trial Account to a Paid Subscription Logging into the Admin Center Administration Roles Office 365 Community and Resources Activating a Dynamics 365 Online Account Managing Your Domain Naming Partner of Record Purchasing Licenses Changing your Dynamics 365 URL SharePoint and CRM Setting Up SharePoint with CRM Beyond Basic Integration Creating SharePoint Subfolders Bulk Creating SharePoint Folders Displaying an Office 365 SharePoint Page Knowledgebase Article Enhancements Saving Attachments in SharePoint Common Errors and Fixes Accessing CRM from SharePoint Server-Side Sync Changes in CRM 2013 Advantages Limitations The User Interface Additional Notes Outlook.com & Exchange Online Common Problems Server Installation Infrastructure Planning Multiple Server Deployment Microsoft Azure On-Premises SQL Virtualization Authentication Models Encryption Installing CRM Additional Installation Components Customization Customizing Fields Customizing Forms Customizing Entities Charts and Dashboards Customizing Views Charts Solutions Updates and Rollups Determining Your CRM Version Data Migration and Integration Select a Tool to Use Analyze the Source Data Create a Data Mapping Document Create the Migration Integration Scripts Test the Data Transfer Finalize and Deploy Extending CRM Introduction to Extending Microsoft Dynamics 365 Form Event Programming Xrm.Page Object Model Microsoft Dynamics CRM Web Resources Ribbon and Site Map Customizations (CRM 2011) Web Services JavaScript vs. Workflow vs. Plug-In Plug-ins and Workflow Extensions Plug-Ins When to Use Plug-ins Event Pipeline Plug-in Messages Plug-in Images (Pre vs. Post) Developing a Plug-in Registering and Deploying Plug-ins Workflow Extensions Portal Options and Considerations Identifying Needs Portal Design Authentication Portal Architecture Support JavaScript and HTML Resources CRM JavaScript Best Practices JavaScript CRM Model Debugging JavaScript Libraries HTML Web Resources CRM Phone Integration Screen Pop Web App vs. Windows App Cortana Integration Phone System Types Conclusion and Additional Resources About Content Requests Contact My Account & Favorites Login/Register Log Out What can we help you find? 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