Welcome to The CRM Book!

The CRM Book is the result of a collaborative effort 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.

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 the publishers are working towards shorter release cycles and delivering in the cloud. This is great for innovation, but it stinks if you want to publish a book. So we decided that we would not bother with print and publish an online book that could be maintained.”


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.