Microsoft Dynamics 365: intermediate Dynamics 365 for Sales
Expertise:
Technology:
- 1 Course | 52m 56s
- 3 Books | 13h 51m
- 3 Courses | 3h 20m 22s
- 3 Books | 13h 51m
Harness the power of Dynamics 365, Microsoft's suite of ERP and CRM applications designed to manage operations and client relationships.
GETTING STARTED
Managing Sales Data in Dynamics 365 for Sales
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5m 22s
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6m 50s
GETTING STARTED
Sign-in & Setup in Dynamics 365 for Sales
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3m 25s
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4m 48s
COURSES INCLUDED
Managing Sales Data in Dynamics 365 for Sales
Properly managing sales data is vital to making a profit. Discover how to use Dynamics 365 Sales to generate and customize reports, create charts, and import and export sales data. Start by letting the dashboard organize your sales data, graphs, charts, and record lists. Next, learn how to track sales performance indicators, the sales pipeline, and sales activity metrics. This will propel you towards customizing your own dashboard with a chosen layout, desired components, and data. Other topics include how to apply filters to charts, using the Report Wizard to generate predefined and custom reports, and exporting and analyzing your data in Excel. You will learn how to use the Chart Pane and the Chart Designer to convert your data into a chart, filter it, and export it. Conclude by runing the Data Import Wizard to see imported data and create an import template.
9 videos |
52m
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COURSES INCLUDED
Sign-in & Setup in Dynamics 365 for Sales
Discover the basics of using Dynamics 365, the cloud-based CRM tool from Microsoft. Start by exploring the features for general navigation before learning how to sign in, navigate the module using the Sales and Sales Hub interfaces, and browse your sales records. In Microsoft Dynamics 365, each view is made up of specific data sets, or records. You will learn how to access these records in order to start managing and developing your different customer accounts and deals. The course covers how to perform different actions, such as edit, bulk edit, and create customized views.
10 videos |
55m
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Managing Leads, Opportunities & Accounts in Dynamics 365 for Sales
Microsoft Dynamics 365 helps you work with leads, accounts and sales opportunities in useful ways. This course explores how to create, edit and manage them using the Dynamic 365 sales service. The sales process starts with getting leads, which is a potential customer that has shown interest in your products or services. Learn how to save and archive leads to turn them into opportunities and ideally into a sale. Explore how to create, update, and browse sales opportunities, close an opportunity or win an account. You'll learn how to manage your sales relationship, add contacts, and configure record permissions, to share and assign responsibilities. Competitor records are also explored, and you'll learn how to keep track of which opportunities and data are associated with each competitor. Finally, you will explore the Sales Literature area in Microsoft Dynamics 365 where you can store your different sales information for your company or organization.
15 videos |
1h 26m
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Keeping Track of Activities in Dynamics 365 for Sales
Keep track of activities with Dynamics 365 Sales. In this course, see how to make phone log notes, and how to add documents and notes to a record. View and publish posts directly from a record, or via the What's New area. Send emails and links. Send bulk emails. Create email templates. Create a task. Schedule appointments and meetings. Track your calls, meetings, and tasks via the Activity Area. Use the calendar to set your daily agenda as well as schedule appointments and activities.
10 videos |
58m
Badge
EARN A DIGITAL BADGE WHEN YOU COMPLETE THESE COURSES
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Digital badges are yours to keep, forever.BOOKS INCLUDED
Book
Microsoft Dynamics 365 for DummiesProviding clear instructions and helpful tips, this expert guide will help you accelerate your digital transformation and break down silos with Microsoft Dynamics 365.
5h 55m
By Renato Bellu
Book
Dynamics 365 CE Essentials: Administering and Configuring SolutionsIncluding real-life scenarios that help in customized implementation of Dynamics 365, this book will help you master the core functionality available in Dynamics 365 CE so you will be able to set it up for a number of different scenarios.
5h 37m
By Sarah Critchley
Book
Customizing Dynamics 365: Implementing and Releasing Business SolutionsA practical book for developers, this book explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development.
2h 19m
By Sanjaya Yapa
BOOKS INCLUDED
Book
Microsoft Dynamics 365 for DummiesProviding clear instructions and helpful tips, this expert guide will help you accelerate your digital transformation and break down silos with Microsoft Dynamics 365.
5h 55m
By Renato Bellu
Book
Dynamics 365 CE Essentials: Administering and Configuring SolutionsIncluding real-life scenarios that help in customized implementation of Dynamics 365, this book will help you master the core functionality available in Dynamics 365 CE so you will be able to set it up for a number of different scenarios.
5h 37m
By Sarah Critchley
Book
Customizing Dynamics 365: Implementing and Releasing Business SolutionsA practical book for developers, this book explains the use of various Dynamics 365 features as well as use of advanced concepts such as Azure integration and custom development.
2h 19m
By Sanjaya Yapa
