A record is a complete set of information, like all the information about a customer. In this video, discover the many types of records found in Microsoft Dynamics.
- [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, …
AuthorGini von Courter
- 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
Migrating from Salesforce to Dynamics 365with Heather Severino1h 34m Intermediate
Microsoft Dynamics 365 and the Power Platformwith Gini von Courter1h 56m Intermediate
1. Dynamics 365 Data and Processes
2. Get Started
3. My Work: Dashboards and Activities
4. Qualify a Lead
5. Work on an Opportunity
Next steps2m 6s
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