CRM How-to Portal

The CRM How-to Portal is no longer with us, but the CRM Book is here to stay!

The CRM How-to Portal lived a long life in internet years, but it has gone to a happy home in the internet archives. But never fear! The CRM Book is a comprehensive online guide to using Dynamics 365 for customer relationship management, and we are constantly updating it with fresh information as the product changes. So, welcome! Take a look around and re-bookmark your new most favorite CRM resource.

Here are some great places to start if this is your first time to The CRM Book :

CRM for Dynamics
Basics

This is a good place for end-users of CRM to start learning how to get around.

Get Started

CRM for Dynamics 365
System Administration

Here is where administrators will find information around administering, managing, and customizing CRM for Dynamics 365.

Get Started

CRM for Dynamics 365
Extending CRM

This portion of the CRM book covers how to go beyond the out-of-the-box features of Dynamics 365 and explore plugins, workflow extensions, portal options, JavaScript, phone integration, and more.

Get Started

The CRM Book is brought to you by the very same Dynamics 365 superheroes at PowerObjects that built the CRM How-to Portal. Please feel free to reach out with any questions!