In this video, learn the basics of Microsoft Dynamics 365, a management software with modules for sales, marketing, customer service, field service, talent, retail, finance and operations, and business central. Learn how companies use Dynamics to consolidate their customer and operations data, store it in one place, and achieve a high-level consolidated view of their business. By consolidating and analyzing data in one large data store, companies, teams, and individual users gain meaningful insights about their efforts and information for process improvement.
- [Instructor] Microsoft Dynamics 365 is a cloud based business management suite that provides an end-to-end comprehensive view of the business, not just CRM, not just ERP, but a combination of the two. Dynamics 365 currently consists of eight applications plus the Microsoft Power platform. The applications are sales where we will deal with accounts, contacts, leads and opportunities. Marketing where we will work with marketing lists and campaigns. Customer service where we focus on things like entitlements and cases. Dynamics 365 for field service focusing on supporting technicians for detecting and troubleshooting and resolving issues. Finance and operations. This is one of the newer apps, which is a large app and includes finance, but also supply chain management, warehousing, planning, scheduling, cost management. Dynamics 365 for retail combines online personalized shopping experiences with support for bricks and mortar retail. Dynamics 365 for talent is focused on human resources, but it's more than traditional HR, it also includes some great modules for recruitment and for onboarding. And finally, business central, which is centralized management that connects to all of these other apps. Dynamics 365 stores its data and the common data service for applications, not something you need to memorize, not even something you need to necessarily know, but something that we want to be excited about because the common data service for apps is customizable, which means that you can create custom containers for the types of data that your organization uniquely uses. Dynamics 365 also connects to the other Microsoft enterprise products. Products like SharePoint, which means that there are a lot of opportunities for synergies between Dynamics and SharePoint between Dynamics and Microsoft Office. Dynamics 365 is also scalable. You saw it, eight apps, but you don't have to start with all of them, you start where you want to start and add on as your business requirements change and then finally, Dynamics 365 is extensible and it is extensible because of the Power platform. The Power platform is three different tools. The first is Microsoft Flow. Microsoft Flow is used to connect Dynamics to itself or up to one of 200 other applications, Excel, SharePoint, OneDrive, Outlook, so that you can automate your work in Dynamics. Microsoft Flow is also available within Dynamics. You can click a Flow button and create a new flow and if you are comfortable using Office 365 tools if you're an Office 365 power user, you would be relatively comfortable creating Flows. PowerApps is a tool that you use to create mobile first applications. In other words, an application that's meant to run on a mobile phone or on a tablet using your Dynamics 365 data. So it's a way to create no code or low code applications that work when you're out of the office. The people who are creating PowerApps aren't developers. They're called citizen developers. They're Power users who are using the PowerApps tool to be able to create mobile applications. And finally, the third part of the Power platform is the Business Intelligence part, Power BI. This is where we capture and analyze data from Dynamics and we can also present this data in Dynamics. In this course, you will see some powerful dashboards that were created using Dynamics 365 data, created in Power BI and then presented back to you as a user in Microsoft Dynamics 365. This is the entire suite. Dynamics 365 and the Power platform.
- Sales records types and business processes
- Navigating in Dynamics 365
- Creating records
- Creating, completing, canceling, and deleting activities
- Qualifying leads
- Assigning and sharing leads
- Viewing and creating opportunities
- Creating a quote
- Completing the closing stage