New here? Start in this order.
Three short reads take you from understanding the product to having your team in it.
User guides
For the people who work in the CRM every day, from first enquiry to resolved case.
CRM & My Work Dashboards
Review CRM-wide context and personal KPIs for owned Leads, Opportunities, Cases, upcoming work, and overdue activities.
Read guide →Accounts & Contacts
Create and maintain organisation and person records, connect related work, avoid duplicates, and manage Contact documents.
Read guide →Lead Management
Capture, research, qualify, and convert leads through the 5-stage lifecycle from initial enquiry to conversion.
Read guide →Opportunity Management
Manage your sales pipeline from qualification through negotiation to close. Track pipeline value and win rates.
Read guide →Case Management
Handle support requests and service enquiries from creation to resolution with a structured workflow.
Read guide →Activity Tracking
Log emails, calls, tasks, and appointments against CRM records. Build a complete communication history.
Read guide →Outlook Integration
Track emails against CRM records from Outlook. Understand server-side sync and the Dynamics 365 App for Outlook.
Read guide →SharePoint Integration
Store and access documents against CRM records. Understand how SharePoint document libraries link to customer records.
Read guide →Administration guides
For whoever looks after the CRM: environment, users, security roles, documents and system health.
Dove365 Admin
Understand General Settings, operational administration, users, teams, mailboxes, documents, and data configuration.
Environment Health Dashboard
Validate environment metadata, users, roles, solutions, mailboxes, teams, and SharePoint document locations.
Read guide →Advanced Settings
Navigate administration, data management, templates, system jobs, security, email, Outlook, and auditing settings.
Read guide →Environment Setup
Licensing requirements, Power Platform environment prerequisites, and integration configuration before deployment.
Read guide →User Management
Add users, create teams, and manage who has access to your CRM. Covers provisioning and team-based access control.
Read guide →Security Roles
Dove365 CRM User and Dove365 CRM Admin roles, what each allows users to do and how roles are assigned to individuals and teams.
Read guide →Document Management
Configure SharePoint document storage and understand how documents are organised and governed against CRM records.
Read guide →FAQ, release notes and terms
Reference material for checking a detail, planning an upgrade or confirming what is included.
Frequently asked questions
Licensing, Outlook and SharePoint, customisation, AI, training and how we deploy the CRM, answered in one place.
Release notes
What is in each release, deployment order, known limitations and the checks to make after deployment.
Terms and conditions
Licensing, platform, support, privacy and liability terms for the CRM, including the marketplace terms.