Learn about the related courses available on Microsoft Dynamics and related technologies in this video.
- [Instructor] Congratulations, you've reached … the end of this course. … Remember to update your LinkedIn profile … with your certificate of completion. … The goal of this was to prepare you to work in Dynamics 365, … and this is not the end of that journey. … If you would like more information about the sales topics … that are really the underpinning of this course … and of Dynamics 365 for sales, … you will find both depth and breadth … in the more than 200 sales courses … in the LinkedIn Learning library. … I have a number of recommendations for courses … about Microsoft Dynamics and related technologies. … For example, if you come to dynamics from Salesforce, … Heather Severino has a great migration course … that will save you time and let you leverage … your skills from Salesforce to Dynamics 365. … Dynamics 365 for Sales Teams focuses … on the team aspect of selling … as well as how to use Dynamics and Microsoft Excel together. … In terms of the specific modules other than sales, …
Author
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
Related Courses
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Migrating from Salesforce to Dynamics 365
with Heather Severino1h 34m Intermediate -
Microsoft Dynamics 365 and the Power Platform
with Gini von Courter1h 56m Intermediate
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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: Next steps