In this video, learn how to launch Dynamics 365 by logging into Office 365 and then choosing Dynamics from the application launcher waffle, or browse to the Dynamics 365 website at crm.dynamics.com, which you can bookmark for future use.
- [Instructor] Dynamics 365 lives in a cloud and runs … either on a mobile device or in a browser. … Let's take a look then at what browsers … are supported for use with Dynamics 365. … These are the supported combinations of operating systems … and browsers from Microsoft. … So if you're running Windows 10, … you can run the latest version of IE, IE 11 or Edge. … In Windows 8.1, Internet Explorer 11 and so on. … We also have some other supported browsers, … Safari, Firefox, Google Chrome … and for each and every one of these, … you want to use the latest version of the browser. … Now that doesn't mean you can't try other browsers … or other combinations of browsers and operating systems, … but if you do and if you begin having issues, … the very first thing your IT folks should point out to you … is that your browser choice may be impacting … how Dynamics 365 is functioning. … Once you followed up your browser, … then you can log into Dynamics 365. … If you're simply going to enter a URL, then the URL …
Author
Gini von Courter
Released
4/26/2019- 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
Skill Level Beginner
Duration
Views
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Introduction
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1. Dynamics 365 Data and Processes
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Dynamics 365: The basics4m 8s
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Records: The basics2m 55s
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Dynamics 365 user interface5m 12s
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2. Get Started
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Log into Dynamics 3652m 20s
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Create a new record4m 42s
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3. My Work: Dashboards and Activities
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Dashboards: The basics2m 40s
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Follow and pin records2m 20s
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Create an activity4m 30s
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Create and edit appointments3m 13s
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4. Qualify a Lead
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Create a lead4m 10s
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Edit a lead49s
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Assign and share leads3m 9s
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Qualify a lead5m 38s
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Disqualify a lead3m 35s
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5. Work on an Opportunity
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Develop an opportunity5m 17s
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Work on the proposal2m 45s
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Create a quote2m 39s
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Complete the closing stage2m 23s
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Conclusion
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Next steps2m 6s
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Video: Log into Dynamics 365