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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.
Get started with Dynamics 365, the cloud-based customer relationship management (CRM) tool from Microsoft. In this course, instructor Gini von Courter takes you through the basics, providing the essential information you need to start leveraging this popular cloud service to power your business. After acquainting you with its user interface, record types, and business processes, Gini explains how to create records, track activities, and work with leads and opportunities in Dynamics 365. Plus, she shares insights on how to make use of dashboards, reports, and charts.
Overview
Syllabus
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Introduction
- Use Dynamics 365 for end-to-end business management
- What you need for this course
- Dynamics 365: The basics
- Records: The basics
- Dynamics 365 user interface
- Sales record types: The basics
- Business processes: The basics
- Log into Dynamics 365
- Getting around in Dynamics 365
- Use search to locate a record
- Lists: View, sort, filter, set default view
- Create a new record
- Dashboards: The basics
- Drill down in a chart segment
- Drill down in a Power BI dashboard
- Follow and pin records
- Create an activity
- Complete, cancel, or delete an activity
- Create and edit appointments
- Create a lead
- Edit a lead
- Assign and share leads
- Qualify a lead
- Disqualify a lead
- View and create opportunities
- Convert an activity to an opportunity
- Develop an opportunity
- Work on the proposal
- Create a quote
- Print or summarize an opportunity
- Complete the closing stage
- Close orders and mark as won or lost
- Next steps
