Overview
-
Learn how to leverage the CRM side of Microsoft Dynamics 365 for sales. Find out how to track customers, market to leads, and create detailed reports for your entire sales team.
Syllabus
-
Introduction
- Welcome
- What you should know
- Create a new account
- Create contacts
- Import contacts
- Bulk update records
- Take notes on competitors
- Customize an entity
- Find existing records
- Sort and filter records
- Use advanced search
- Modify views
- See what's new
- Add a contact to a marketing list
- Qualify a lead
- Send a quote
- Insert an activity
- Close an opportunity
- Drill down into a sales report
- Create a dashboard layout
- Export data to Excel
- Send bulk email
- Next steps
