Overview
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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.
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
