Optimizing Business Processes with Microsoft Dynamics CRM and Power Platform.

In this session, Venkat will discuss how businesses can optimize their workflows and improve customer relationship management (CRM) by leveraging Microsoft Dynamics CRM 365 and the Power Platform. He will provide insights into how custom solutions, including plugins, custom workflows, and integrations, can be created to streamline business processes and ensure seamless data flow across applications. Venkat will also cover how tools like Azure Functions, Power Automate, and Power Apps can be used to extend Dynamics CRM capabilities and drive efficiency in business operations.
Who is this presentation for?
This presentation is ideal for IT professionals, CRM administrators, and business process managers who are involved in implementing or managing Microsoft Dynamics CRM 365 or the Power Platform. It is also valuable for software developers working on CRM customization, integration, and automation.
Prerequisite knowledge:
Participants should have a basic understanding of Microsoft Dynamics CRM, particularly version 365, and general concepts of CRM applications. Familiarity with Power Platform tools like Power Automate, Power Apps, and Power BI would be helpful but is not required.
What you'll learn?
1. Best practices for customizing Microsoft Dynamics CRM 365 to meet specific business needs. 2. How to automate business processes using Power Automate and integrate with external systems. 3. Strategies for extending CRM capabilities with Azure Functions, Logic Apps, and PowerApps Portals. 4. Techniques for managing and maintaining business processes within CRM systems.

Venkat B’s primary role in making purchasing decisions for technology products/services within his company is to evaluate products. With extensive experience in Microsoft Dynamics CRM and Azure, he is deeply involved in the customization, integration, and technical solutions implementation of CRM applications, ensuring that selected products meet organizational requirements and business needs.