Getting Dynamics 365 CRM configured correctly from the start saves time, reduces frustration, and drives user adoption. This session walks through the key configuration steps — from entity setup and security roles to workflows, dashboards, and integrations — so your CRM works the way your business does.

Agenda

· Setting up accounts, contacts, leads, and opportunities

· Configuring the sales pipeline and business process flows

· Security roles and team-based access control

· Customizing forms, views, and dashboards

· Building workflows and automation with Power Automate

· Email integration with Outlook and server-side sync

· Integrating CRM with Business Central and Power BI

· Best practices for data import and migration