Dynamics 365 guidance documentation and other resources

Find proven guidance and best practices to help you implement and manage business solutions with Dynamics 365 apps.

Get Started

Get started

What's new

What's new

Concept

Success by design

Reference

Resources

Get started

• Introduction to guidance
• Roles in Dynamics 365
• Find training
• Introduction to Success by Design
• Find TechTalk videos
• Copilot experiences in Dynamics 365

End-to-end business processes

• Get started
• About and how to use the business process guides
• Business processes, steps, and how to find things
• Glossary of terms in business processes

Implement

• Overview
• Introduction to the implementation guide
• Tools and resources
• Learn about Success by Design
• Implement cloud solutions
• Implementation Portal

Migrate

• Overview
• Migrate from Dynamics CRM (on-premises)
• AIM migration program

Administer

• Overview
• Security strategy
• BI, reporting, and analytics
• Reporting and analytics strategy
• Data management
• Application life management

Reference architectures

• Copilot in Customer Service architecture
• Saga pattern with Dataverse or Dynamics 365
• Dynamics 365 for travel and hospitality
• Scheduled data exports from Dynamics 365 customer engagement apps to CSV file
• Introduction to reference architectures for digital contact centers

Implementation guide

Guidance to help admins prepare and manage business solutions with Dynamics 365.

Strategize

• Dynamics 365 implementation guidance
• Introduction to Success by Design
• Implementing cloud solutions
• Drive app value
• Implementation strategy

Initiate

• Solution architecture design pillars
• Process-focused solutions
• Project governance
• Change management

Implement

• Testing strategy
• Performing solutions
• Extend the solution
• Integrate with other solutions

Prepare

• Prepare for go-live
• Training strategy

Operate

• Service the solution
• Transition to support
• Business intelligence, reporting, and analytics

Implementation optimization resources

Find links to documentation and tools to help more efficient implementation projects.

Get started

• Overview
• Introduction

Customer Service

• Introduction
• Resources

Field Service

• Introduction
• Resources

Finance, Project Operations, Human Resources

• Introduction
• Resources

Supply Chain Management

• Introduction
• Resources

Business Central

• Introduction
• Resources

Design and develop

• Introduction
• Design principles
• Design components
• Testing and getting user feedback

Business processes

This section provides an overview of end-to-end business processes that Dynamics 365 supports.

• Get started
• About and how to use the business process guides

Acquire to dispose

• Introduction
• End-to-end business process
• Business process areas

Case to resolution

• Introduction
• End-to-end business process
• Business process areas

Concept to market

• Introduction
• End-to-end business process
• Business process areas

Design to retire

• Introduction
• End-to-end business process
• Business process areas

Forecast to plan

• Introduction
• End-to-end business process
• Business process areas

Hire to retire

• Introduction
• End-to-end business process
• Business process areas

Inventory to deliver

• Introduction
• End-to-end business process
• Business process areas

Order to cash

• Introduction
• End-to-end business process
• Business process areas

Plan to produce

• Introduction
• End-to-end business process
• Business process areas

Source to pay

• Introduction
• End-to-end business process
• Business process areas

Project to profit

• Introduction
• End-to-end business process
• Business process areas

Prospect to quote

• Introduction
• End-to-end business process
• Business process areas

Record to report

• Introduction
• End-to-end business process
• Business process areas

Service to cash

• Introduction
• End-to-end business process
• Business process areas

Administer to operate

• Introduction
• End-to-end business process
• Business process areas

Documentation and training

Navigate to documentation for Dynamics 365 and Power Platform apps and components.

Dynamics 365 documentation

Hub page with links to documentation and training for each app.

Power Platform documentation

Analyze data, build solutions, automate processes, and create virtual agents.

Power Platform guidance

Provides information to help you create and implement the business and technology strategies necessary for your organization to succeed with Microsoft Power Platform.

Dynamics 365 training

Find free e-learning content from Microsoft here.

Troubleshooting guide for Dynamics 365

Landing page with links to content for troubleshooting and answers to frequently asked questions across Dynamics 365 apps.

Privacy and personal data for Microsoft Dynamics 365

Landing page for compliance and Dynamics 365.