Records: The basics

- [Instructor] Dynamics 365 helps you work with the data … that you have about your customers. … Because we have all of our information … from sales and service, marketing … and other areas together in one place, … there's a lot of synergy. … And we have a lot of visibility into our business. … Let me give you an example. … Perhaps you're working in a sales area … and you're about to make a call on a customer. … So I'm going to go over to my customers area … and open accounts. … And I want to go visit with Jim Glynn at Coho Winery. … Now, if I'd like to learn about Coho Winery, … I can click here and see information. … And note that when I open up Coho Winery … I get a timeline that shows that … there are actually some service cases that are outstanding. … A shipment question for example. … And if I'd like to learn more about that before I pick up … the phone and call Jim, … I can click and take a look at the details of … that particular case and where it is in the process, … so that when I'm talking to Jim I can say, …