Products / Dove365 CRM — Starter / Documentation

Dove365 CRM — Starter Documentation

Everything you need to deploy, configure, and get the most from Dove365 CRM — Starter — user guides, admin guides, and setup resources.

Getting Started

New to Dove365 CRM — Starter? Start here. These three resources cover everything you need to understand the product, confirm your environment is ready, and begin using it on day one.

Step 1

Product Overview

What Dove365 CRM — Starter is, who it's for, key features, and pricing.

 Step 2

Environment Setup

Licensing requirements and environment prerequisites before deployment.

 Step 3

User Management

Add users, configure access, and get your team live on day one.

User Guides

Practical guides for the CRM features your team uses every day. Covers the full customer lifecycle from lead capture through to support resolution.

User Guide
CRM & My Work Dashboards
Review CRM-wide context and personal KPIs for owned Leads, Opportunities, Cases, upcoming work, and overdue activities.
Read guide → User Guide
Accounts & Contacts
Create and maintain organisation and person records, connect related work, avoid duplicates, and manage Contact documents.
Read guide → User Guide
Lead Management
Capture, research, qualify, and convert leads through the 5-stage lifecycle from initial enquiry to conversion.
Read guide → User Guide
Opportunity Management
Manage your sales pipeline from qualification through negotiation to close. Track pipeline value and win rates.
Read guide → User Guide
Case Management
Handle support requests and service enquiries from creation to resolution with a structured workflow.
Read guide → User Guide
Activity Tracking
Log emails, calls, tasks, and appointments against CRM records. Build a complete communication history.
Read guide → User Guide
Outlook Integration
Track emails against CRM records from Outlook. Understand server-side sync and the Dynamics 365 App for Outlook.
Read guide → User Guide
SharePoint Integration
Store and access documents against CRM records. Understand how SharePoint document libraries link to customer records.
Read guide →

Administration Guides

Guides for CRM administrators. Covers environment prerequisites, user provisioning, security roles, and document management configuration.

Admin Guide
Dove365 Admin
Understand General Settings, operational administration, users, teams, mailboxes, documents, and data configuration.
Read guide → Admin Guide
Environment Health Dashboard
Validate environment metadata, users, roles, solutions, mailboxes, teams, and SharePoint document locations.
Read guide → Admin Guide
Advanced Settings
Navigate administration, data management, templates, system jobs, security, email, Outlook, and auditing settings.
Read guide → Admin Guide
Environment Setup
Licensing requirements, Power Platform environment prerequisites, and integration configuration before deployment.
Read guide → Admin Guide
User Management
Add users, create teams, and manage who has access to your CRM. Covers provisioning and team-based access control.
Read guide → Admin 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 → Admin Guide
Document Management
Configure SharePoint document storage and understand how documents are organised and governed against CRM records.
Read guide →

Frequently Asked Questions

Answers to the most common questions about licensing, Outlook and SharePoint compatibility, customisation, AI extensions, training, and how Dove365 deploys Dove365 CRM — Starter.

Reference
Dove365 CRM — Starter — Full FAQ
Licensing, Dynamics 365, Outlook, SharePoint, customisation, AI, training, and deployment. All questions answered in one place.
Read FAQ →

Release Notes

What’s included in this release, known limitations, deployment instructions, and post-deployment verification checks.

Reference
Dove365 CRM — Starter Release Notes
New features, deployment order, known limitations, and the full post-deployment checklist for the initial Dove365 CRM — Starter release.
Read notes →
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