Learn the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. See how to create records, track activities, work with leads and opportunities, and more.
- [Gini] Dynamics 365 is a cloud service that provides comprehensive end-to-end business management. Microsoft's Dynamics business grew 67% in 2018. Which means that more and more businesses are moving more of their business to Dynamics that makes this a very good time to learn about Dynamics 365. In this course we will be creating records, qualifying leads, working on opportunities, and engaging in other activities that are part of the Dynamics sales business process. I'm Gini von Courter, pull on your tall boots and join me for this exploration of Dynamics 365.
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
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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: Use Dynamics 365 for end-to-end business management